DALCIA EVA DE LA ROSA
Coconut Creek
Summary
Upbeat and personable with natural ability to build rapport and offer exceptional customer service. Possesses strong financial acumen and proficiency in handling transactions, which are essential for advising clients on banking products and services. Aims to contribute to client satisfaction and financial growth through tailored solutions and dedicated support.
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
9
9
years of professional experience
Work History
Associate Personal Banker
WELLSFARGO
03.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Personal Loan Specialist
ONEMAIN FINANCIAL
06.2023 - 03.2024
- Deliver results related to individual and branch sales goals as well as customer expectations
- Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
- Present financial solutions, based on customer needs, that meet their goals
- Present customers with optional insurance products
- Educate customers on the terms and conditions of their loan to ensure a clear understanding
- Partner with local businesses to seek out and develop new customers
- Learn how to utilize credit underwriting techniques and sales tools
- Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
Sales
EL DORADO FURNITURE
06.2019 - 06.2023
- Sales representative in charge to greet customers, assist them with their furniture purchase, follow up after delivery and provide excellent customer service, optimistic, design oriented, Positive Attitude and Highly Energetic
Customer Service
EL DORADO FURNITURE
01.2018 - 06.2019
- Customer service agent assisting customers with inquiries about services, welcome clients with a warm and friendly smile, and work together with other departments to find a solution for the customer
- Provide the necessary support to the Sales Associates and Store Leaders in relation to solutions to customer issues
- Accept/Process payments
Events and groups coordinator
Riu Hotels and Resorts
02.2016 - 03.2017
- Operative manager in charge of contact and follow up on brides, planning events and administrative process
- Contact and follow up: Contact brides regarding all concerning their weddings, offer options of private events and provide prices according to their budgets
- Planning events: After confirmed, operational follow up on personnel both internal and external, provide assistance during the event to the guests, and confirm the proper closure after finished
Education
MBA - finance concentration
Florida Atlantic University
Boca Raton, FL04-2026
Business administration and hospitality -
Universidad Central del Este
10.2015
Skills
- Communication skills
- Problem solving skills
- Teamwork
- Organization Skills
- Relationship building
- Fraud prevention
- Sales summaries
- B2B sales and customer service
- Multitasking and organization
- Risk evaluation
- Goal oriented
Accomplishments
- Exceeded monthly quota 6 times.
- Brought in 100+ new customers.
- Awarded “Employee of the Month” in 2023.
- Achieved 1+ Million dollars by completing sales with accuracy and efficiency.
Aptitude
- Communication skills
- Problem solving skills
- Teamwork
- Organization Skills
- Creativity
- Emotional Intelligence
- Excellent customer service
Languages
Spanish
Native or Bilingual
Timeline
Associate Personal Banker
WELLSFARGO
03.2024 - Current
Personal Loan Specialist
ONEMAIN FINANCIAL
06.2023 - 03.2024
Sales
EL DORADO FURNITURE
06.2019 - 06.2023
Customer Service
EL DORADO FURNITURE
01.2018 - 06.2019
Events and groups coordinator
Riu Hotels and Resorts
02.2016 - 03.2017
Business administration and hospitality -
Universidad Central del Este
MBA - finance concentration
Florida Atlantic University
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