Danilo Cabrera Marte
Lynn,MA
Summary
Driven Relationship Banker with extensive experience in retail banking and customer service at Eastern Bank.
Proven ability to build strong client relationships, drive business growth, and deliver tailored financial solutions.
Experienced in opening personal and business accounts, consumer lending, mortgages, HELOC, and safe deposit boxes.
NM&S Licensed with a strong understanding of compliance, risk management, and regulatory standards and committed to deliver exceptional client experiences and achieve performance goals.
Dedicated with over two years of proven expertise in conflict resolution and customer relationship management and dedicated to enhance customer satisfaction by drive branch sales through effective financial needs analysis and cross-selling.
Excel at understanding customer needs and resolving issues efficiently, ensuring satisfaction and loyalty and looking to leverage these skills to bring value and adaptability to new role in dynamic setting.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Customer Service Associate
Eastern Bank
Lynn, MA
11.2023 - Current
- Open and manage personal and business checking/ savings accounts, ensuring compliance.
- Originate and process consumer loans including personal loans, mortgages, and HELOC applications.
- Maintain NMLS licensing and adhere to federal and state mortgage regulations.
- Conduct financial needs assessments to cross-sell appropriate banking products and services.
- Develop strong relationships with clients to drive deposit growth and lending production.
- Assist customers with safe deposit box access, documentation, and compliance procedures.
- Resolve complex customer service issues efficiently while maintaining high satisfaction ratings.
- Meet and exceed monthly sales and referral goals.
- Partner with branch managers and mortgage specialists to support revenue growth.
- Manage customer interactions and track service requests.
- Collaborated with team members to improve response times and enhance customer satisfaction.
- Processed account transactions including deposits, withdrawals, wires, cashier's checks, and account maintenance delivering high-quality service to clients.
- Educated customers on digital banking tools and online account management.
- Identified sales opportunities and referred clients for lending and investment products.
- Balanced cash drawer daily with 100% accuracy
Education
High School Diploma -
Colegio Mary Lithgow
Puerto Plata, Dominican RepublicSkills
- Relationship Building
- Consumer & Business Account Opening
- Mortgage & HELOC Origination
- Personal Loans
- NMLS Licensed
- Regulatory Compliance
- Sales & Cross-Selling
- Customer Retention
- Safe Deposit Box Administration
- Risk Management
- Financial Needs Assessment
- Conflict Resolution
- Digital Banking Support
- Strong sales-driven mindset
- Experience handling both consumer and business banking clients
- Proven ability to grow relationships and increase branch revenue
- Excellent communication and interpersonal skills
Accomplishments
• Top performer in branch referral goals (2024,2025)
• Recognized for excellence in customer satisfaction and retention
• Identified sales opportunities and referred customers to appropriate banking teams
• Ensured accurate cash drawer management and completed transactions with 99% accuracy
• Serve as primary contact for new and existing clients, delivering tailored financial solutions for checking, savings, credit cards, loans, and investment referrals
• Consistently achieve or exceed monthly sales goals for product solutions and referrals to business specialists
• Conduct financial needs assessments to understand customer goals and match them with appropriate banking products
• Handle account openings, service requests, fraud claims, wire transfers, and account maintenance
• Strengthen client engagement through proactive outreach, follow‑ups, and relationship‑building activities
• Ensure adherence to bank policies, audit requirements
• Assist with front‑line teller duties as needed during peak hours
Certification
- Licensed NMLS #2551969
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Customer Service Associate
Eastern Bank
11.2023 - Current
High School Diploma -
Colegio Mary Lithgow