Daniel Alfonso
Miami
Summary
Proven leader in client relationship management and sales strategy development, I have significantly enhanced Citibank's client base and financial product sales. My expertise in team leadership and compliance standards, coupled with a knack for exceeding performance metrics, showcases my ability to drive results and foster growth.
Overview
8
8
years of professional experience
Work History
Business Relationship Manager
Citibank, NA
01.2022 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Branch Manager
Citibank, NA
01.2019 - 01.2022
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Personal Banker
Citibank, NA
05.2016 - 01.2019
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
Associate of Arts - Business Administration And Management
Miami Dade College
Miami, FL01.2009
Skills
- Client Relationship Management
- Sales Strategy Development
- Team Leadership
- Financial Solutions
- Loan Processing
- Compliance and Regulatory Standards
Timeline
Business Relationship Manager
Citibank, NA
01.2022 - Current
Branch Manager
Citibank, NA
01.2019 - 01.2022
Personal Banker
Citibank, NA
05.2016 - 01.2019
Associate of Arts - Business Administration And Management
Miami Dade College
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