Christopher Salguera
Charlotte,US
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Business Owner
Stevens Rental Company
01.2023 - Current
- Develop or implement product-marketing strategies, including advertising campaigns or sales promotions
- Direct and coordinate activities of businesses or departments concerned with the production, pricing, sales, or distribution of products
- Direct or coordinate financial or budget activities to fund operations, maximize investments, or increase efficiency
- Establish or implement departmental policies, goals, objectives, or procedures in conjunction with board members, organization officials, or staff members
- Review financial statements, sales or activity reports, or other performance data to measure productivity or goal achievement or to identify areas needing cost reduction or program improvement.
Treasury Manager
Apostolic Assembly
01.2022 - Current
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors
- Oversee the flow of cash or financial instruments
- Establish procedures for custody or control of assets, records, loan collateral, or securities to ensure safekeeping
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions
- Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans
- Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses
- Review collection reports to determine the status of collections and the amounts of outstanding balances
- Evaluate data pertaining to costs to plan budgets
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Personal Banker
Fifth Third Bancorp
04.2021 - Current
- Utilize the Bank's Customer Relationship
- Participate in morning huddles, sales meetings, and monthly staff meetings
- Assist Retail with business customers to determine the right channel, Retail BBS, BBRM
- Meet or exceed sales goals for loans, deposits, and fee income, as set by management utilizing sales skills appropriate for the Financial Center market segment
- Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction on the line and platform, telemarketing, and attending various seminars
- Maintain a working knowledge of all security and risk controls in place to protect the Bank against criminal and fraudulent activities and unnecessary risk and exposure.
Education
Bachelor of Science - Business Administration And Management
Appalachian State University
Boone, United States05.2025
Skills
- Employee Development
- Business Planning
- Quality Assurance
- Contract Management
- Business Administration
- Business Development
- Financial Management
- Strategic Decision-Making
Certification
Microsoft Certification
Notary Public (NC)
Languages
Spanish
Native or Bilingual
Timeline
Business Owner
Stevens Rental Company
01.2023 - Current
Treasury Manager
Apostolic Assembly
01.2022 - Current
Personal Banker
Fifth Third Bancorp
04.2021 - Current
Bachelor of Science - Business Administration And Management
Appalachian State University
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