Daniel Hernandez
Miramar,FL
Summary
Seeking a challenging position within the banking sector where 9 years of finance experience can be utilized to service clients, improve team productivity, and support the Line of Business needs. Previous experience and specified focus on performing above all metrics and contributing to the team's success through commitment, dedication, and efficiency.
Overview
9
9
years of professional experience
Work History
Proficiency Coach Ops I
Bank Of America
05.2023 - Current
- Works individually and in small groups with frontline employees to build their professional proficiency beyond standard skills acquired during training.
- Prepares, coaches, and reinforces desired team behaviors in partnership with team managers to support proficiency and retention of new-to-role employees.
- Identifies and assesses improvements in employee development and increases speed to proficiency and consistency in demonstrating and performing the desired skills.
- Provides support and instruction in partnership with leadership throughout new hire on-boarding and continuing education of employees.
Home Service Specialist
Bank of America
01.2021 - 05.2023
- Manage pipeline for loan applications
- Process home loan applications from moment of inception to closing, including updates and condition clearing tasks
- Obtain and review appraisals, title commitments, insurance, income and assets, retirement etc
- Coordinate internetwork/external partner meetings to align loan flow
- Analyze and validate all loan documents, expiration dates and terms
- Maintained detailed record of loan history, processing notes, daily communications etc
- Authorize term loans prior to moving to closing
Relationship Manager
Bank of America
09.2018 - 01.2020
- Gain customers trust to deepen relations
- Resulting in being a top performer
- Create a life plan with customers to help them obtain goals
- Leverage outreach strategy to generate sits and deepen relations
- Work alongside dedicated group of partners to obtain long term goals
- Build solid follow up process to monitor progress of life plan
- Make recommendations based off of customers finances to improve their financial state
Relationship Banker
Bank of America
01.2018 - 09.2018
- Process transactions accurately and effectively to build client confidence
- Demonstrate how to conduct simple transactions in ATM
- Applies critical thinking to problem solving
- Leverage ACT tool to uncover and migrate opportunities
- Lobby leading (engaging clients as they enter Financial Center, direct client with right associate based on visit/needs, manage SSA, uncover sales opportunities with client waiting in CSR line, educating clients on how to complete transaction using self-serve options)
Client Service Representative
Bank of America
05.2016 - 01.2017
- Assist clients processing their banking transactions (deposits, withdrawals, payments, etc.)
- Service Atm’s and Tcd
- (replenishment, deposit pull, balancing)
- Balancing cash drawer on daily basis
- Verify and scan proof work
- Engage in conversation with clients with the ability of understanding customer’s financial priorities
- Presenting targeted and non-targeted offers in a way that it creates customer’s interest on meeting with Relationship Manager
- Meeting and exceeding monthly Banker Conversation Rate goal
- Assisting clients with their accounts inquiries
- Lobby leading (engaging clients as they enter Financial Center, direct client with right associate based on visit/needs, manage SSA, uncover sales opportunities with client waiting in CSR line, educating clients on how to complete transaction using our self-serve options)
Education
Associate’ Degree - Finance
Miami Dade College
Miami06.2027
High School Diploma -
Hialeah Miami Lakes Senior High
Miami, FL01.2015
Skills
- Customer Service
- Fraud Management
- Regulatory Compliance
- Teamwork
- Rapport Building
- Communication
- Written Communications
- Recommendation Skills
- Quality Assurance
- Policies, Procedures, and Guidelines Management
- Bilingual
Accomplishments
Bank of America 2019 Pinnacle Diamond Recipient
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Proficiency Coach Ops I
Bank Of America
05.2023 - Current
Home Service Specialist
Bank of America
01.2021 - 05.2023
Relationship Manager
Bank of America
09.2018 - 01.2020
Relationship Banker
Bank of America
01.2018 - 09.2018
Client Service Representative
Bank of America
05.2016 - 01.2017
Associate’ Degree - Finance
Miami Dade College
High School Diploma -
Hialeah Miami Lakes Senior High
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