Danny Pena
Dallas,TX
Summary
Results-driven Business Solutions Consultant with a proven track record of managing client relationships, providing tailored financial solutions, and driving business growth. Expertise in credit products, financial analysis, and identifying strategic opportunities for business clients. Skilled in managing diverse portfolios, fostering strong client relationships, and delivering measurable improvements in profitability and productivity.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Business Solutions Consultant
Bank of America
05.2024 - Current
- Successfully manage a diverse portfolio of clients, consistently driving revenue growth by nurturing strong, long-term relationships and identifying new business opportunities.
- Provide clients with expert advice on credit products, performing in-depth financial analysis to recommend suitable solutions that align with their financial goals and needs.
- Engage clients proactively to understand their needs, identify sales opportunities, and present tailored solutions that enhance business outcomes and customer loyalty.
- Cultivate and maintain strong relationships with clients through regular engagement and personalized service, ensuring high levels of satisfaction and retention.
Relationship Manager Business Owner Specialist
Bank Of America
07.2022 - 05.2024
- Trusted advisor to business clients, offering tailored financial solutions and credit products that support their growth strategies, enhance operational efficiency, and address unique business challenges.
- Partner with teams to provide clients with both consumer and small business solutions, services, and strategies when uncovering banking needs and helping clients navigate their unique life priorities.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Relationship Banker
Bank Of America
01.2021 - 07.2022
- Cultivated strong customer relationships by providing tailored advice and services.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Conduct service/sales calls to engage with clients and uncover financial needs
Education
Bachelor of Science -
Southeastern Oklahoma State University
Durant, OKAssociate of Science - Business Management
Dallas College
Dallas, TX05-2024
Skills
- Business Relationship Building
- Customer Service
- Strategic Selling
- Verbal and Written Communication
- Bilingual
- Time Management
Certification
Management - Supervisor
Timeline
Business Solutions Consultant
Bank of America
05.2024 - Current
Relationship Manager Business Owner Specialist
Bank Of America
07.2022 - 05.2024
Relationship Banker
Bank Of America
01.2021 - 07.2022
Bachelor of Science -
Southeastern Oklahoma State University
Associate of Science - Business Management
Dallas College
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