Charles Gutierrez

Professional banking specialist with comprehensive experience in managing high-net-worth client portfolios and delivering tailored financial solutions. Strong focus on team collaboration, achieving measurable results, and adapting to changing needs. Expertise in relationship management, financial planning, and risk assessment, underpinned by exceptional communication and problem-solving skills. Known for reliability, integrity, and client-centric approach.

• Ability to increase branch productivity through innovative sales and service strategies.
• Strong foundation of building excellent client rapport to foster satisfaction and loyalty.
• Extensive experience in managing personal and small business accounts.
• High level of proficiency with the Spanish language.

Sales

• Conducted detailed financial reviews for personal and business clients in which I identify areas of opportunity.
• Actively manage a book of Business by reaching out to assigned clients via calls, leveraging my team of financial experts.
• Lead my branch with First Time Investor totals for 3 consecutive years, ranked top 15 in my market YTD.

Management

• Embraced managerial responsibilities when needed, outlined by Manager On Duty and Culture Champion roles.
• Adhere to strict operational and compliance standards when performing new account openings or maintenance requests.
• Fostering collaboration within the team, encouraging open communication and celebrating collective successes.

Customer Service

• Established rapport with new and existing clients to increase satisfaction and earn their business.
• Educate clients with self-service options available to them in order to save time and money at a swipe or click.
• Provided high customer service through a friendly approach, strong professionalism and timely assistance with customer transactions.