Daniela Ruiz Posada
Milwaukee,WI
Summary
Dynamic Relationship Banker with proven success in driving high-value sales growth and building trust-based client relationships. Recognized for exceptional performance in multiple sales environments, consistently exceeding targets. Currently completing a Bachelor’s in Business Management, graduating May 2027, and eager to officially begin a long‑term career path that aligns with leadership, training, and department development.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Associated Bank
01.2026 - Current
- Assisted customers with account inquiries, transactions, and loan applications.
- Built rapport with clients to enhance customer satisfaction and loyalty.
- Achieved top 5% district ranking in credit‑card sales , driving exceptional revenue growth by uncovering client needs and delivering tailored card solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Analyzed customers' financial information to deliver personalized account guidance.
- Led local business partnership outreach and secured the highest number of business sign‑ups in the branch , driving new employee accounts and boosting branch traffic through a free employer incentive program.
Teller
Wells Fargo
06.2024 - 05.2025
- Processed customer transactions efficiently and accurately using advanced banking software.
- Assisted customers with account inquiries, providing clear and effective communication.
- Ranked #1 in the branch for quarterly referrals , consistently identifying customer needs and driving high‑quality leads that strengthened overall sales performance.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
Assistant Manager
Menards
04.2023 - 06.2024
- Managed a team of 9–12 employees in the Building Materials department , leading daily operations, coaching staff, and driving high performance through clear expectations, hands‑on training, and consistent accountability.
- Improved team performance by training employees on product knowledge, customer service, and safety standards, resulting in stronger execution and higher customer satisfaction.
- Oversaw daily workflow by assigning tasks, monitoring progress, and ensuring the department stayed organized, well‑stocked, and ready for customers throughout the day.
Owner / Sales & Operations Manager
Self-employed
02.2022 - 08.2022
- Managed all sales activity by conducting estimates, closing contracts, and building trust‑based customer relationships that consistently generated new business.
- Handled full project operations including invoices, paperwork, material coordination, and customer communication, ensuring smooth workflow and high‑quality job completion.
Relationship Banker
Associated Bank
06.2021 - 08.2022
- Drove high‑value sales growth by uncovering customer needs and delivering tailored banking solutions, consistently exceeding monthly goals across deposits, lending, and credit products.
- Strengthened long‑term client relationships through proactive outreach, financial check‑ins, and trust‑based service, contributing to higher retention and increased product adoption.
Sales Associate
Metro by T-Mobile
07.2019 - 06.2021
- Ranked #1 in the district in a monthly sales competition, outperforming all peers and earning a performance bonus through exceptional product knowledge and high‑conversion customer interactions.
- Drove consistent sales growth by identifying customer needs, recommending the right wireless solutions, and closing high‑value transactions.
- Delivered standout customer service by resolving issues quickly, explaining device features clearly, and building trust that led to repeat business and referrals.
Education
Bachelor of Science - Business Management
Western Governors University
Salt Lake City, UT05-2027
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Staff training and development
- Task delegation
- Goal setting
- Networking
- Sales strategy development
- Objection handling
- Cross-selling products and services
- Interpersonal communication skills
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Relationship Banker
Associated Bank
01.2026 - Current
Teller
Wells Fargo
06.2024 - 05.2025
Assistant Manager
Menards
04.2023 - 06.2024
Owner / Sales & Operations Manager
Self-employed
02.2022 - 08.2022
Relationship Banker
Associated Bank
06.2021 - 08.2022
Sales Associate
Metro by T-Mobile
07.2019 - 06.2021
Bachelor of Science - Business Management
Western Governors University