CHRISTIAN GUERRA
Richmond
Summary
Results-oriented financial professional aiming to leverage 14 years of Banking Experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services, products and recommending best options to meet long- and short-term needs.
Overview
16
16
years of professional experience
Work History
Client Service Officer
Texas Capital Bank
10.2022 - Current
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined internal processes for improved efficiency in handling client requests.
- Collaborated with cross-functional teams to ensure seamless service delivery for clients.
- Developed strong relationships with clients, fostering trust and loyalty through consistent communication and support.
Implementation Project Partner
Cadence Bank
09.2021 - 10.2022
- Collaborated with internal departments to confirm timely and accurate delivery and implementation of client's services.
- Cultivated relationships with sales team to support and supply corrective actions.
- Configured, installed and handled troubleshooting tasks for variety of different applications.
- Reached out to potential customers via telephone, email and in-person inquiries.
- Assisted Treasury Management Officer's with strengthening client relationships through targeted solutions.
- Worked with software development team on reported errors and bugs on newly released software and assisted in deployment of release fixes.
Client Support Partner
Cadence Bank
03.2021 - 09.2021
- Assisted clients via telephone and email inquiries regarding Treasury product operations, use and repair.
- Documented data and completed accurate updates to case records.
- Responded to support requests from end users and patiently walked individuals through basic troubleshooting tasks.
- Broke down and evaluated user problems, using test scripts, personal expertise and probing questions.
- Collaborated with vendors to locate replacement components and resolve advanced problems.
AVP, Financial Center Manager
Cadence Bank
01.2017 - 03.2021
- Planned marketing initiatives and leveraged referral networks to promote business development.
- Boosted revenue by bringing in and cementing relationships with new clients and optimizing servicing of existing customer accounts.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Managed over 50 customer calls per day.
- Developed business pipeline using cold and warm techniques
Personal Banker III
Cadence Bank
10.2016 - 01.2017
- Open new accounts and assist with teller transactions as needed.
- Resolved customer service issues while providing excellent customer service.
- Conducted mandatory audits on safe deposit box and negotiables.
- Helped contribute to branch sales increase by 10%.
Assistant Branch Manager
Chase Bank
01.2013 - 10.2016
- Actively coached, developed, and supported employees to provide superior service to every customer.
- Set clear goals for branch employees and followed up to ensure sales goals objectives were met.
- Created outstanding customer experience by resolving customer service issues.
- Profiled new customers and opened banking accounts for customers based on their needs.
Bank Teller
Chase Bank
01.2008 - 01.2013
- Assisted customers in sending wire transfers.
- Processed deposits, withdrawals, transfers and payments for customers.
- Actively looked for opportunities to make referrals.
- Managed cash vault to ensure branch cash levels were meeting set required amount.
Education
High School Diploma -
Taylor High School
Houston, TX2006
Skills
- Relationship Building and Management
- Business Development
- Sales Managing Expertise
- Financial Product Sales
- Research and Development
- Process Implementation
- Team Building
- Exceptional Customer Service
- Report Preparation
Timeline
Client Service Officer
Texas Capital Bank
10.2022 - Current
Implementation Project Partner
Cadence Bank
09.2021 - 10.2022
Client Support Partner
Cadence Bank
03.2021 - 09.2021
AVP, Financial Center Manager
Cadence Bank
01.2017 - 03.2021
Personal Banker III
Cadence Bank
10.2016 - 01.2017
Assistant Branch Manager
Chase Bank
01.2013 - 10.2016
Bank Teller
Chase Bank
01.2008 - 01.2013
High School Diploma -
Taylor High School
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