Daniel Perez
Joliet,IL
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Relationship Banker
BMO Financial Group
07.2023 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Utilize salesforce to follow up with customer leads thus leading to potential anointments or product opening
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by upselling banking products and financial services to customers.
Relationship Banker
Synovus Bank
01.2023 - 07.2023
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by upselling banking products and financial services to customers.
Senior Personal Loan Specialist
OneMain
08.2021 - 01.2023
- Provide great customer service to all customers and clients
- Reduced delinquency rates by proactively monitoring portfolio performance and addressing potential issues before they escalated.
- Assisted clients in understanding credit scores, debt-to-income ratios, and other factors affecting their loan eligibility.
- Educated borrowers on the importance of timely payments, contributing to an improved overall repayment rate among clients.
- Maintained compliance with all regulatory requirements through diligent documentation and thorough knowledge of industry guidelines.
- Make at least 100 calls a day
- Follow sales leads
- Sell insurance & "optional products" such as life, disability home & auto and silver safeguard products
- Negotiated favorable loan terms for clients by leveraging knowledge of competitive landscape and advocating on their behalf.
- Make collection calls
- Reach and exceed targeted goals month over month
- Analyze last years performance and compare to most recent year over year
- Underwrite loans
- View credit bureaus and adjust approvals accordingly
- Book and close loans online and or in person
- Solicit via phone/email
- Strive to be the leading seller in booked loans
- Work in Sales environment yet provide a comfortable environment for clients
- Look at every account in detail and ensure all options benefit both us and the customer
- Enhanced customer satisfaction by providing personalized loan solutions based on individual financial needs.
- Increased loan application approvals by streamlining the application process and implementing efficient review methods.
Assistant Store Manager of Sales
AT&T
10.2019 - 10.2021
- Create relationships with customers based on their wants and needs
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Sell to the consumer
- Upsell to customers
- Sell phone insurance
- Sell Phones , Tv packages (cable) , and accessories to the customer
- Compare bills to try to help the customer save money
- Provide great customer service
- Answer phone calls and make a sales pitch over the phone in attempts to bring them into the location
- Drive sales by accessing every account and explain the benefit to every service we have to offer
- Ensure protection within customer accounts to prevent fraudulent activity
- Be cautious of fraudulent customers or "scammers" when not only entering the location but over the phone
- Follow sales leads via salesforce
- Fill escalation forms and pass them onto the corporate office on behalf of the customer
- Open the location
- Balance register
- Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
- Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
Inspector
Klein & Hoffman
03.2019 - 10.2019
- File paperwork for both potential and excising clients
- Enhanced company safety standards by conducting thorough inspections of equipment and facilities.
- Sign and check proposals from potential or current clients
- Scan drawings for the engineering and Inspecting department
- Go out to a job site and inspect the building for property damage along with lead building inspectors.
- Create reports based on the field notes taken and the site
- Improved inspection efficiency by implementing advanced data analysis tools and techniques.
- Set up field dates/appointments to go into the field for not only myself but my co workers
- Ride scaffold/swing stage in order to efficiently inspect the building in question
- Properly test & inspect the roof anchors of Chicago's luxury condominiums/ apartments and high-rises for the safety of the general public
- Identified potential hazards and recommended corrective actions, ensuring a safer work environment for all employees.
- Certified inspector
- Use excel spreadsheet to provide the best data for what was found at the particular site
- Organize the files of old and new paperwork based on the job description.
Shift Leader/Supervisor
Jersey Mike's Subs
01.2017 - 04.2019
- Attentively listen to the customer and complete their order as they are placing it
- Enhanced customer satisfaction through prompt and courteous service, addressing concerns immediately.
- Improved team productivity by implementing efficient scheduling and task delegation methods.
- Open and close the location
- Provide excellent customer service
- Provide solutions for any concerns coming from both employees and customers
- Complete weekly orders for pepsi co in order to maintain the locations needs based on weekly reports
- Properly train new employees to keep the store is running efficiently
- Received the role as Supervisor for 1st shift
- Streamlined inventory management processes, leading to reduced waste and optimized stock levels.
- Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
- Conducted regular evaluations of employee performance, providing constructive feedback for continuous improvement.
- Working 7 AM - 3:30 PM and about 40-45 hours a week
Cashier, Stocking, Cart Pusher
Walmart
09.2015 - 12.2016
- Work in multiple departments including, but not limited to: Stocking, Cashier, Cart pusher, Lawn and Garden, Customer Service Desk, Etc
- Assisted with Spanish speaking customers in any department I was called to do so
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- When working as a cashier I had to work at a very fast pace to avoid long lines at the register
- Standing for various hours throughout the entirety of the work shift
- Provide exceptional customer service to all customers
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
Education
Some Schooling - Registered Dietitian/Nutritionist
Joliet Junior College
Joliet, IL05.2018
High school -
Plainfield South High School
Plainfield, IL05.2017
Skills
- Shift Supervisor
- Relationship Building and Management
- Shift Lead
- Financial Advising
- Cash Handling
- Sales Expertise
- Banking
- Recordkeeping Requirements
- Policy Development and Implementation
- Financial Services
- Team Member
- Fast learner
- Data Entry
- Customer Service-Oriented
- Outlook
- Spanish (10 years)
- Time Management
- Word
- Microsoft Office
- Excel
- Store Management Experience
- Retail Management
- Underwriting
- Communication skills
Work Authorization
Authorized to work in the US for any employer
Personal Information
Willing To Relocate: Anywhere
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker
BMO Financial Group
07.2023 - Current
Relationship Banker
Synovus Bank
01.2023 - 07.2023
Senior Personal Loan Specialist
OneMain
08.2021 - 01.2023
Assistant Store Manager of Sales
AT&T
10.2019 - 10.2021
Inspector
Klein & Hoffman
03.2019 - 10.2019
Shift Leader/Supervisor
Jersey Mike's Subs
01.2017 - 04.2019
Cashier, Stocking, Cart Pusher
Walmart
09.2015 - 12.2016
Some Schooling - Registered Dietitian/Nutritionist
Joliet Junior College
High school -
Plainfield South High School