Daulyn Perez
Naples
Summary
Dynamic Branch Manager with extensive experience in banking, delivering significant revenue increases through strategic client engagement and compliance oversight. Recognized for fostering strong customer relationships and developing high-performing teams, driving operational excellence and sustained business growth.
Overview
18
18
years of professional experience
Work History
Financial Services Representative II
First Foundation Bank
Ave Maria
12.2024 - Current
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Assessed client needs to recommend tailored banking solutions.
- Resolved customer inquiries and issues promptly and professionally.
- Educated clients on digital banking tools and resources available.
- Built strong relationships with new and existing customers through exceptional service.
- Collaborated with team members to enhance customer service strategies.
- Collaborated with departments to deliver integrated solutions for clients.
FINANCIAL CENTER MANAGER
Fifth Third Bank
Naples
04.2023 - Current
- Developed and led team focused on achieving sales and service objectives through performance-driven strategies.
- Designed sales and service strategies that enhanced revenue generation and client retention.
- Work with other department leaders to promote services and deliver seamless banking experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Identified compliance risks and assessed likelihood and impact of fines while ensuring fair access to financial services.
- Evaluated transactions and account openings to check for compliance with government guidelines.
- Delivered comprehensive bank-wide process flows for sales, originations, underwriting, closing and servicing activities, including identification of applicable regulations, risks, controls and opportunities for improvement.
BRANCH MANAGER III AVP
Regions Bank
Naples
02.2014 - 12.2022
- Boosted revenue by determining optimal products for each client and presenting solutions.
- 2019-2020 #1 Banker in business lending exceeded goal by 400%.
- Award Regions top performer for customer experience for all 2019-2020.
- Coached and developed employees which led to multiple internal promotions.
- Maintained productive relationships with internal and external C-Level executives to support business initiatives.
- Led teams to improve operational efficiency and financial performance.
- Supervised branch operations and made continuous improvements in each area.
- Informed clients and identified new sales opportunities through follow-up calls.
- Consolidated business data into actionable metrics, highlighting areas of concern and opportunity.
- Created and updated financial reports on frequent basis to present information to leadership teams.
- Recommended loan approvals and denials based on customer loan application reviews.
- Set risk management policies to mitigate bank losses.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Achieved 100% compliance in KDS reporting.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
LEAD TELLER
Wells Fargo
Naples
01.2009 - 02.2014
- Created strategies to develop and expand sales of services to existing customer which resulted in a 12% increase in annual revenue.
- Promoted products or services to customers, consistently meeting sales targets.
- Deepened customer relationships through knowledgeable support for day-to-day banking needs.
- Executed customer transactions, including deposits, withdraws, money orders and checks.
- Resolved teller operation issues by proactively analyzing activities and results.
- Coordinated daily cash reconciliation at a high-volume location.
- Processed quarterly Vault and ATM audits with zero error rate.
- Maintained balancing record with 98% rate of accuracy.
- Coordinated staff schedules for main branch operations.
TELLER
Suntrust
Naples
01.2008 - 01.2009
- Provided exceptional customer service in person and over the telephone, enhancing customer satisfaction.
- Investigated and addressed customer inquiries related to personal savings, checking, and lines of credit accounts, ensuring timely resolutions.
- Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Served as primary contact for bank branches, facilitating communication on guidelines and practices.
- Liaised between bank branches regarding best practices and operations.
- Maintained confidentiality of bank records and client information.
Education
High School Diploma -
Golden Gate High School
Naples, FL06-2006
Skills
- Wealth management
- Client acquisition
- Revenue generation
- Sales pipeline management
- Pipeline management
- Client relations
- Relationship Building
- Operations oversight
- Risk mitigation
- Strategic planning
- Critical thinking
- Analytical solutions
- Problem resolution
- Staff training
- Adaptable to Changing Conditions
- Self-motivated nature
- Strong team-builder
- Customer service-oriented
- Recruitment
Languages
Spanish
Native/ Bilingual
Timeline
Financial Services Representative II
First Foundation Bank
12.2024 - Current
FINANCIAL CENTER MANAGER
Fifth Third Bank
04.2023 - Current
BRANCH MANAGER III AVP
Regions Bank
02.2014 - 12.2022
LEAD TELLER
Wells Fargo
01.2009 - 02.2014
TELLER
Suntrust
01.2008 - 01.2009
High School Diploma -
Golden Gate High School