Daniel Cruz
Royal Palm Beach
Summary
Highly motivated individual with an extensive background in delivering extraordinary customer service and team work efforts. Enthusiastic team player whom is eager to contribute to team success through hard work, building relationships, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in the financial industry with the management and mentors around the workplace. Fast learner who is self motivated, energetic and understands how to work in a fast paced environment whom also is trustworthy and punctual. Firm believer in putting positive thoughts into action because what the mind of man can conceive and believe, the mind of man can achieve. Will overcome any obstacle that stands in the way and strives to become a valuable asset to any corporation.
Overview
8
8
years of professional experience
Work History
Personal Banker
PNC Bank
01.2022 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
Medical Assistant/Receptionist
AFC Urgent Care
12.2020 - 04.2022
- Provided care for patients who come in for all types of treatment such as blood draws, physicals, Covid-19 testing and much more.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Managed multi-line phone system and pleasantly greeted patients.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Enhanced office productivity by handling high volume of callers per day.
Debt Collector
Andreu & Palma & Solis PLLC
01.2019 - 11.2020
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Maintained high volume of calls and met demands of busy and productive group.
- Advised customers of alternative actions and strategies for debt repayment and attempted to avoid adversarial communications.
- Listened to customers and negotiated solutions that met creditor and debtor needs.
Server
California Pizza Kitchen
01.2018 - 10.2019
- Cultivated warm relationships with regular customers.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Bussed and reset tables to keep dining room and work areas clean.
- Increased sales significantly by upselling higher-end products to customers.
JATC Electrical Union Apprentice
Electrical Union
01.2017 - 12.2017
- Handled installation of electrical components by splicing, joining and connecting wire.
- Repaired light fixtures, controls, switches, relays and circuit breaker panels based on detailed evaluations.
- Pulled EMT and PVC conduit wire according to plans and code requirements.
- Adhered to electrical and building codes when installing and repairing electrical systems or components.
- Optimized work readiness with organized tools and spaces.
Server
Texas Roadhouse
01.2016 - 01.2017
- Cultivated warm relationships with regular customers.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
- Bussed and reset tables to keep dining room and work areas clean.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Increased sales significantly by upselling higher-end products to customers.
Education
Investments And Securities
S.I.E. (Securities Industry Essentials)
08.2022
Some College (No Degree) - Nursing
Palm Beach State College
Palm Beach Gardens, FLHigh School Diploma -
Seminole Ridge Community High School
Loxahatchee, FL03.2013
Skills
- Building Customer Trust and Loyalty with personal connections
- Upbeat and Positive Personality
- Understanding Customer Needs
- Calm and Professional Under Pressure
- Active Listening
- Stock Market Understanding
- Financial Knowledge
- FINRA Rules
- Critical Thinking
- Strong Computer Skills
- Attention to Detail
- Excellent Communication Skills
Hobbies
Investing: Learning about how to become financially literate and financially free.
Weight Lifting: Active in the fitness realm for the better part of 5 years
Athletics: From Brazilian Jiujitsu, both flag and tackle football, volleyball, and even racing go carts whenever im feeling the need for speed, athletics is a very big part in my life.
Music: Coming from a broad and well rounded musical background, not only do i have a music interest as a avid listener, but i also know how to play the Trumpet, French Horn, Mellophone, and Timpani.
Timeline
Personal Banker
PNC Bank
01.2022 - Current
Medical Assistant/Receptionist
AFC Urgent Care
12.2020 - 04.2022
Debt Collector
Andreu & Palma & Solis PLLC
01.2019 - 11.2020
Server
California Pizza Kitchen
01.2018 - 10.2019
JATC Electrical Union Apprentice
Electrical Union
01.2017 - 12.2017
Server
Texas Roadhouse
01.2016 - 01.2017
Investments And Securities
S.I.E. (Securities Industry Essentials)
Some College (No Degree) - Nursing
Palm Beach State College
High School Diploma -
Seminole Ridge Community High School