DANIEL ZULUAGA
Miami
Summary
Private Client–focused Personal Banker with 4+ years of top performance in branch banking, specializing in acquiring, deepening, and managing affluent client relationships through an advice-based approach. Proven success generating significant deposit growth, referrals, and long-term client engagement while maintaining strong compliance and risk discipline. Securities Industry Essentials (SIE) licensed and actively preparing for Series 66, with a strong commitment to building a long-term career with JPMorgan Chase.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Personal Banker
Citibank
08.2021 - Current
- - Manage a portfolio of mass affluent and high-value clients, serving as the primary point of contact for everyday banking needs.
- - Achieved 146% of individual sales goals in 2024, ranking among top performers in the Florida market.
- - Generated $24MM+ in net deposit growth through proactive relationship management and referrals.
- - Deliver advice-based solutions across deposits, investments, credit, and lending in partnership with specialists.
- - Educate and enroll clients in digital and self-service banking tools to enhance engagement.
- - Maintain strict adherence to regulatory and compliance standards, contributing to strong audit outcomes.
Concierge Banker
Citibank
- - Ranked #1 Concierge Banker in Downtown NYC with a 95% client satisfaction rating through high-touch service.
- - Built trusted client relationships and resolved complex needs while identifying opportunities for deeper engagement.
Sales Associate
Bob’s Discount Furniture
- - Consistently exceeded monthly and quarterly sales goals using a consultative, relationship-driven approach.
- - Built long-term customer relationships by understanding needs and delivering tailored recommendations.
- - Maintained professionalism, accuracy, and adherence to ethical sales standards.
Sales Associate
Aldo Group
- - Exceeded individual sales targets month over month through proactive engagement and personalized service.
- - Developed strong rapport with clients, driving loyalty and repeat business.
- - Demonstrated strong communication skills and consistency in a fast-paced, goal-driven environment.
Education
Associate in Business Administration -
LaGuardia Community College
New YorkSecurities Industry Essentials -
Skills
- Affluent Client Relationship Management
- Advice-Based Banking Conversations
- New Client Acquisition & Referrals
- Deposit & Balance Growth Strategy
- Cross-Functional Partnering (Investments, Mortgage, Business Banking)
- Regulatory Compliance & Risk Management
- Digital Banking Adoption
- Bilingual Client Engagement
Certification
Series 66 – In Progress
Languages
Bilingual: English & Spanish
Timeline
Personal Banker
Citibank
08.2021 - Current
Sales Associate
Aldo Group
Concierge Banker
Citibank
Sales Associate
Bob’s Discount Furniture
Associate in Business Administration -
LaGuardia Community College
Securities Industry Essentials -
AWARDS & RECOGNITION
Succeeds Together – Citibank, Takes Ownership – Citibank, Delivers with Pride – Citibank, Certificate of Achievement – Sales Excellence, Dean’s List – LaGuardia Community College