Danna Godinez
San Jose,CA
Summary
Dynamic leader in banking and financial services, specializing in managing client portfolios and developing personalized financial plans. Proven track record in enhancing client satisfaction through tailored solutions and effective team collaboration.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Senior Relationship Banker
Comerica Bank
Los Altos, California
11.2024 - Current
- Conducted financial assessments to recommend tailored banking solutions.
- Conducted financial reviews with clients to identify their current and future needs.
- Trained junior bankers on relationship management techniques and best practices.
- Attended industry events to promote the bank's services and build relationships with potential partners and clients.
Private Banker
JPMorgan
Cupertino, California
05.2023 - 09.2024
- Developed investment strategies aligned with client financial objectives.
- Analyzed market trends to recommend appropriate financial products.
- Collaborated with wealth management teams to improve service offerings.
- Conducted portfolio analyses for risk management and recommended mitigation strategies.
- Assisted clients in financial planning, including investment and retirement strategies.
PBO PREFERRED BANKER
First Republic Bank
Mountain View, CA
09.2019 - 05.2023
- Enhanced client satisfaction through tailored financial advice and personalized banking solutions that addressed individual needs.
- Built strong customer relationships by delivering attentive service and resolving inquiries promptly, fostering trust and loyalty.
- Crafted comprehensive financial plans that guided clients in achieving both short-term and long-term financial goals.
- Provided expert guidance on investment strategies, optimizing portfolios to maximize returns for clients.
PERSONAL BANKER
Wells Fargo
Sunnyvale, CA
06.2014 - 09.2019
- Established and managed accounts for high net worth individuals, optimizing revenue through personalized service.
- Presented tailored products and services to enhance customer satisfaction and retention.
- Utilized interpersonal communication skills to build trust with clients, strengthening long-term relationships.
CUSTOMER SERVICE AND SALES REPRESENTATIVE
Wells Fargo
Sunnyvale, CA
01.2012 - 06.2014
- Assessed customer needs to recommend tailored product solutions.
- Conducted engaging conversations with customers to uncover specific preferences.
- Collaborated with existing customers and prospects to identify business needs and propose effective solutions.
TELLER
Wells Fargo
Sunnyvale, CA
11.2010 - 01.2012
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Streamlined teller operations by organizing workspaces and ensuring compliance with policies and procedures.
- Trained new tellers on bank procedures, systems, and customer service best practices to ensure consistency and quality.
- Enhanced branch security by monitoring suspicious activities and reporting findings to supervisors promptly.
Education
SMALL BUSINESS MANAGEMENT -
Evergreen Valley College
San Jose, CASkills
- Customized banking solutions
- Wealth Management
- Financial planning
- Financial analysis
- Client Relationship Management
- Account Servicing
- Project Management
- Team Collaboration
- Communication skills
Languages
Spanish, Advanced
Certification
- Public Notary
Timeline
Senior Relationship Banker
Comerica Bank
11.2024 - Current
Private Banker
JPMorgan
05.2023 - 09.2024
PBO PREFERRED BANKER
First Republic Bank
09.2019 - 05.2023
PERSONAL BANKER
Wells Fargo
06.2014 - 09.2019
CUSTOMER SERVICE AND SALES REPRESENTATIVE
Wells Fargo
01.2012 - 06.2014
TELLER
Wells Fargo
11.2010 - 01.2012
SMALL BUSINESS MANAGEMENT -
Evergreen Valley College