Daleth Valicenti
Hollis,NH
Summary
Banking professional with commitment to high standards and result-oriented performance. Overcomes complex financial challenges with strategic thinking and execution. Known for fostering collaborative team environments and adapting to evolving market conditions. Proficient in client relationship management and financial analysis.
Overview
22
22
years of professional experience
Work History
Senior Banker
Bank of America
Nashua, NH
11.2023 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
- Exceeded sales goals on consistent basis.
Business Office Manager
Valicenti Pasta Farm
Hollis, NH
05.2018 - Current
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Maximized cash flow through optimal billing and collection processes.
- Coordinated with vendors and suppliers to facilitate timely payments.
- Utilized company's accounting systems to review reports and prepare assessments.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Managed senior-level personnel working in marketing and sales capacities.
Business Owner
Surrender Boutique
Lowell, MA
07.2020 - 01.2022
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Trained and motivated employees to perform daily business functions.
- Conducted target market research to discover customer needs and analyze competitor trends.
- Interacted well with customers to build connections and nurture relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
Investment Analyst
Toro Investimentos
Minas Gerais, Brazil
03.2014 - 07.2015
- Conducted detailed investment analysis, calculations and reports.
- Created and maintained precise and accurate models, charts and reports.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Monitored market trends and news to identify emerging opportunities.
- Evaluated performance of existing investments and adjusted accordingly.
- Coordinated with financial advisors to develop long-term investment strategies.
- Participated in client meetings to discuss financial analysis and investment strategies.
Assistant Banking Center Manager
Banco Bradesco SA
Minas Gerais, Brazil
02.2003 - 01.2014
- Assisted with complex transactions using overrides and functions requiring additional authorization levels.
- Collaborated with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
- Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
- Examined customer loan applications for loan approvals and denials.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Education
BBA - Business Administration
PUC Minas
Brazil09.2015
Skills
- Corporate Social Responsibility
- Client Rapport-Building
- Customer Transactions
- Financial Advisement
- Loan Application Assessment
- Financial Counseling
- Client Relationship Management
- Loan Origination
Languages
Portuguese
Native or Bilingual
Spanish
Full Professional
Accomplishments
Pinnacle Award Recipient, Bank of America
Timeline
Senior Banker
Bank of America
11.2023 - Current
Business Owner
Surrender Boutique
07.2020 - 01.2022
Business Office Manager
Valicenti Pasta Farm
05.2018 - Current
Investment Analyst
Toro Investimentos
03.2014 - 07.2015
Assistant Banking Center Manager
Banco Bradesco SA
02.2003 - 01.2014
BBA - Business Administration
PUC Minas