Daniela Moreno
Ronkonkoma,NY
Overview
7
7
years of professional experience
1
1
Certification
Work History
Premier Banker
Teachers Federal Credit Union
Hauppauge, NY
02.2024 - Current
- Build manage and grow a book of business consisting of key, client relationships through internal and external referrals, as well as outbound calling efforts.
- Provided comprehensive financial planning services for clients, including investment management, retirement planning, and estate planning.
- Collaborated with branch partners to generate referrals for new memberships and deepen the relationships of existing clients.
- Serve as a peer coach to other client facing roles within the branch network.
- Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.
- Coordinated wealth management seminars aimed at educating existing clients about market trends and investment strategies that aligned with their financial goals.
Relationship Banker
Wells Fargo
12.2022 - 02.2024
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Personal Banker
Wells Fargo
Ronkonkoma, NY
09.2021 - 12.2022
- 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.
Ambassador
Capital One
Ronkonkoma, NY
07.2017 - 02.2020
- Promoted good customer relations by engaging and connecting with customers to determine financial needs.
- Greeted customers and clients to create welcoming atmosphere.
- Assisted team with operational policies and procedures to drive services while mitigating risk.
Education
Bachelors Of Science - Toxicology
John Jay College of Criminal Justice of The City University of New York
New York, NY05.2019
Skills
- Cash Management
- Building and managing a book of business of mass affluent clients
- Proficient in a CRM tool (Salesforce) to maintain client records
- Relationship Management
- Portfolio Management
- Wealth Management
- Retirement planning
Certification
- NY State Life and Variable Life Insurance
- Securities Industries Essentials License
- Series 6 License
- Series 63 License
Languages
Spanish
Timeline
Premier Banker
Teachers Federal Credit Union
02.2024 - Current
Relationship Banker
Wells Fargo
12.2022 - 02.2024
Personal Banker
Wells Fargo
09.2021 - 12.2022
Ambassador
Capital One
07.2017 - 02.2020
Bachelors Of Science - Toxicology
John Jay College of Criminal Justice of The City University of New York
- NY State Life and Variable Life Insurance
- Securities Industries Essentials License
- Series 6 License
- Series 63 License