Danney Nunez
Hialeah Gardens,FL
Summary
Results-driven Sales Manager with a strong record of success at Regions Bank, specializing in customer retention and relationship-building. Expertise in delivering customized financial solutions, leading to consistently exceeded sales targets, and enhanced client satisfaction. Known for exceptional organizational skills and effectiveness in high-pressure environments.
Overview
15
15
years of professional experience
Work History
Assistant Branch Manager
Regions Bank
Doral, FL
10.2023 - Current
- Partners with the Branch Manager to guide and direct all branch activities.
- Achieves branch targets and goals by proactively identifying customer needs, and providing expert-level guidance and perspective about Regions’ solutions.s.
- Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships, and acquire new ones.
- Partners with branch leadership on new business development opportunities, and fosters financial wellness within local communities.
- Provides consistent coaching to junior-level bankers to assist with strengthening their product knowledge and identifying customer needs.
- Educates and advises customers on Regions' consumer and business products and services, including all loan and deposit types.
- Educates customers on emerging technology and digital solutions, such as mobile, online, and ATM offerings, all designed to make banking easier.
- Oversees branch operational and compliance-related tasks, ensuring the branch team understands procedural changes as they occur.
- Balanced PE Scorecard, with the expectation of a minimum of 5 GP and 20 calls.
- Ensure all new solutions have a current Green Print supporting the solution.
- 100% of the onboarding calls.
- Create pipelines for follow-ups and appointments.
- Limit Loan/CIP exceptions and Quest Tickets to avoid PE deduction
- Ensure that 50% of the campaign leads are dispositioned.
- Lead generation to develop new business.
- Participate in Business Connects, and develop business opportunities.
- Use the appointment-setting tool and teleconnecting consistently.
- Consistently performing over 90% of goals quarterly.
- An average of 12 to 15 FA referrals.
- Closed to PW referrals in one quarter.
- KDS over 90%.
- Networked within communities to identify and capitalize on business opportunities.
- Analyzed market trends to identify opportunities for new business development.
Relationship Banker
Bank of America
Hialeah, FL
08.2018 - 10.2023
- Engage customers in the lobby to assist, educate, and train them on how to conduct simple transactions through self-service technologies.
- Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
- Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, and loans).
- Quote rates, terms, and programs for loan customer requests.
- Respond to customer inquiries and concerns, creating customized solutions.
- Recognize and refer, cross-sell.
- Refer opportunities to the appropriate specialist.
- Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals, make sure all sales, service, and specialized needs are met, and help drive overall revenue growth.
- Ensure the customer’s needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals (examples: customer’s banking, small business, mortgage and investment needs)
- During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.
- I finished my first quarter with over 200%.
- 100% in Voices.
- Mentor, coach.
Administrative Assistant
Lakes Dialysis Center
Hialeah, FL
12.2016 - 06.2017
- Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
- Maintain an electronic and hard copy filing system.
- Open, sort, and distribute incoming correspondence.
- Perform data entry, and scan documents.
- Manage the calendar for the Managing Director.
- Assist in resolving any administrative problems
- Run the company’s errands to the post office and the office supply store.
- Answer calls from patients regarding their inquiries.
- Prepare and modify documents, including correspondence, reports, drafts, memos, and emails.
- Schedule and coordinate meetings, appointments, and travel arrangements for managers.
- Maintain office supplies for the department.
- Establish transportation for each patient.
- Get approvals and verify coverage from insurance companies.
Personal Banker
Wells Fargo Bank
Weston, FL
07.2015 - 06.2016
- Provide expert advice and service to customers.
- Find satisfaction in offering the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement.
- Understanding customers' financial needs and showing them how to get the greatest possible value for our products and services.
- Build and manage lifelong customer relationships.
- Customers follow up.
- Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities.
- Meet sales goals.
- Analyzing current customer relationships, and proactively contacting customers with recommendations to help them achieve financial success.
- Met and exceeded sales goals.
- Top performer in credit card sales for the district.
Bank Teller/Vault Teller
Regions Bank
Hialeah, FL
07.2010 - 07.2015
- Customer service and answering customer inquiries.
- Identify customers' potential needs, and offer banking products or services that could benefit them.
- Cash Balancing
- Make sales referrals to the platform team.
- Handle foreign currency exchange.
- Make all Western Union transactions.
- Vault
- Meet sales goals
- Incoming and outgoing money shipments.
- Met and exceeded sales goals for all quarters from 2010 through 2015, with more than 200%.
- Great KDS (Gallup) scores are always above 90%.
- I helped meet the branch scorecard every quarter after being promoted to Vault Teller.
- Won multiple contests on referral percentages above the goal.
- Mentioned on regional calls as a top producer.
Education
Associate Degree - Business Administration And Management
Miami Dade College
Hialeah, FL08.2016
Skills
- Self-motivated, results-driven professional with excellent administrative, persuasive, and organizational skills
- Ability to grow positive relationships with clients, patients, and colleagues at all professional levels
- Quick learner with the unique ability to manage several tasks under stressful situations
- Operated telephone equipment with a high volume of calls
- Maintained quality service by following organization standards
- Excellent computer skills
- Sales management
- Customer retention
Languages
Affiliations
- Next step activities
- Financial literacy in different schools and colleges.
- Leadership Academy
Accomplishments
- Certificate of Excellence for Q1,Q2,Q3,Q4
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
References
References available upon request.
Timeline
Assistant Branch Manager
Regions Bank
10.2023 - Current
Relationship Banker
Bank of America
08.2018 - 10.2023
Administrative Assistant
Lakes Dialysis Center
12.2016 - 06.2017
Personal Banker
Wells Fargo Bank
07.2015 - 06.2016
Bank Teller/Vault Teller
Regions Bank
07.2010 - 07.2015
Associate Degree - Business Administration And Management
Miami Dade College
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