Daniela M. Ferreira
Coconut Creek,FL
Summary
Experienced professional with more than nine years of working experience in Banking, sales, and customer service environments. Proficient in areas of leadership, Management, Sales, Logistics, Strategic Planning, risk assessment, inventory control, audits, order processing and financial planning. Proven record as a top sales performer and excellent customer service skills. Known for handling additional duties. Energetic, hardworking, and reliable. Strong sales, operational skills, and excellent problem solver, fluent in Spanish, Possesses strong mathematical skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
TRUIST BANK
09.2021 - Current
- Provides remarkable customer service through all customer interactions, opening loans and accounts, problem resolution, telephone answering
- Established sales strategies for major customers and prospects, developing positive relationships with every costumer
- Conducts outbound calls by using referral sources, walk-in sources, telephone, and in-person calls
- Fostered strong relationships with key clients, resulting in 30% increase in business expansion and revenue growth
- Partnering with different lines of businesses to drive and achieve branch sales, service, and operational excellence.
Branch Coordinator
TRUIST BANK
01.2020 - 09.2021
- Recruited, trained, and developed a qualified, engaged, and successful sales team
- Developed and implemented organizational system that significantly enhanced monitoring
- Of branch cash controls, audits, regulatory compliance, security, and order processing
- Providing supervisory oversight, in-the-action coaching, and feedback to bankers and tellers, delivering industry-leading service with every client
- Managing/maintaining cash control, supplies, monetary instruments, and consignment items.
CSR II
CENTERSTATE BANK
08.2017 - 01.2020
- World Class” customer service efficiently and courteously to ensure growth and profit of their respective Branch
- Ambassador supported new teammates through conversions as a coach or mentor
- Maintain individual and team compliance with all internal operations policies and procedures, including proper usage of forms and documentation
- Open checking, savings, money market– both personal and business according to rules and guidelines
- Identify needs and cross sell banking products and services in a polite and friendly tone
- Answer inquiries regarding checking and savings accounts, as well as other related products.
Coach
SUNTRUST BANK
01.2012 - 01.2016
- Train and develop team by formal observation and coaching sessions around sales, service and operations toward stated goals
- Oversees teller duties and assists line with customer transactions during peak periods
- Performs pre-audits to ensure ongoing adherence with compliance procedures
- Serve as back up resource to the branch manager
- Assist in the hiring process by interviewing and recommending candidates
- Responsible of collaborating with the branch manager on regards to the performance management cycle for all branch teammates.
Education
Associate degree - Business Administration
J. Sergeant Reynolds Community College
Skills
- Computer Skills
- Advance knowledge of
- MS Office – Strong Excel, Power Point, Word, Outlook
- Organizational Skills
- Strategic Planning
- Risk Management
- Loan Origination
- Decision Making
- Relationship Building and Management
- Spanish Speaking
- Exceptional Customer Service
- Business Development
- Problem Solving
- Relationship Building
- Time Management
- Financial Advising
Certification
2022 Graduate of South Palm Beach/ North Broward Area Development Program.
Timeline
Senior Relationship Banker
TRUIST BANK
09.2021 - Current
Branch Coordinator
TRUIST BANK
01.2020 - 09.2021
CSR II
CENTERSTATE BANK
08.2017 - 01.2020
Coach
SUNTRUST BANK
01.2012 - 01.2016
Associate degree - Business Administration
J. Sergeant Reynolds Community College