Daniel Hidalgo

• Acquire New Customer Deposits. Highly specialized in Special Title and Business Accounts, Cross sell additional services (Brokerage Accounts, Mortgage Referrals, Merchant Services, etc). Maintaining a high Customer Service Rating while resolving Customer Service Issues and concerns. Staying current and knowledgeable of our latest products and promotions. Increasing Customer Relationships through our Credit Cards and Loans.

• Building and Maintaining strong Financial Relationships through Service Interactions. Averaging over $100K in New Loan Volume per month. Providing excellent Customer Service through uncovering additional Financial Needs. Improving Members lives through Financial Education and offering products with competitive rates. Meticulously acquire and Manage sensitive documents in order to establish additional Business and fund various loans. Overseeing and facilitating day to day Operations.

• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• 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.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

• Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
• Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
• Resolved complex customer issues, resulting in increased trust and loyalty among clients.
• Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
• Collaborated with branch team members to achieve sales targets and improve overall performance.

• Built strong relationships with clients through consistent communication and excellent customer service.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
• Maintained high standards of customer service by building relationships with clients.
• Cross-sold insurance products to existing clients to reach sales targets.
• Built relationships with clients using active listening and issue resolution to provide excellent service.

Over viewed and assisted with Daily Sales and Service Branch Operations. Tasked with resolving major issues and concerns within the branch. Established game plan with Team Members to help them reach their individual goals and successes. Leading others by example through achieving individual Sales Goals. Mentored staff to increase sales success and productivity. Recruited and hired new branch employees. Leading a team of 25+ Team Members towards their individual development and growth. Coached and monitored key performance metrics to set and establish a successful team plan. Overseeing daily Sales and Service Branch Operations. Maintaining Customer satisfaction and quality assurance by resolving and finding customer's Financial Needs, Assisting with daily Banking Operations by logging cash movements and supervising Teller transactions, Acquire additional business through phone inquiries and setting appointments. Averaged over 20 Loans and Lines per Quarter as a Banker. Averaged over 12 Partner Referrals per Quarter. Kept an average of over 85% of Cross Selling 4 or more additional products per customer.