Diego Infanzon
Corona,NY
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase
10.2022 - Current
- Manage over 300 assigned customers and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and provide adequate product information
- Make personal connections, engage, and educate customers, listen to establish trust, and build lasting relationships
- Strong desire and ability to influence, educate, and connect customers to technology
- Possess initiative, and knowledge to provide financial options for customers using a consultative approach
- Ability to learn products, services, and procedures; deliver solutions that make One Chase products work together
- Partner with Wealth Management Financial Advisors, Home Lending Advisors, and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Branch Operations Coordinator
New York Community Bank
06.2022 - 09.2022
- Responsible for providing daily operational assistance in accordance with guidelines and objectives set by the Bank
- Work closely and provides input to the Assistant Branch Manager and Branch Manager to complete daily requirements
- Authorized to approve and work on various reports from write transfers, overdrafts, NSF items, other monthly self-assessment reports, and ensuring the branch is in proof at the end of the day
- Provide training and guidance to dozens of staff and new incoming hire to conduct complex transactions and making sure everything is accurately completed
- Oversees branch scheduling and timekeeping process
- Open and/or closing the branch in the absence of the Branch/Assistant Branch Manager.
Financial Service Associate
New York Community Bank
08.2018 - 05.2022
- Providing over 200 customers with high quality, prompt, and professional financial services
- Performing a variety of customer banking transactions and providing quality service to existing and new clients in accordance with the rules, regulations, and guidelines of the Bank
- Participates in the development of client relationships by cross-selling banking products and services as appropriate
- Answers inquiries and provides information to customers in person, by telephone and by mail on various accounts and other bank services
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
Canvasser
Metro Strategies
07.2018 - 08.2018
- Canvassing for State Senator Tony Avella’s Re-Election Campaign
- Raised awareness for key political campaigns by distributing informative materials and engaging in persuasive conversations with residents.
- Maintained a positive attitude and high energy levels throughout long hours of door-to-door outreach, contributing to team morale.
Part Time Spanish Translator
Big Word Guideline Center
10.2017 - 06.2018
- Working in Public Schools throughout NYC to help with translating from English to Spanish to better communicate with parents.
- Enhanced communication by providing accurate translations of documents and presentations.
- Provided cultural input to speakers to help parties who did not speak similar languages communicate with and understand one another.
- Assisted foreign language-speaking clients with inquiries.
- Translated website content from other languages to English.
Intern Recruiter
BCM
08.2017 - 09.2017
- Recruiting candidates and helping them throughout the entire process of obtaining a job with Big 4 Companies
- Screening candidates throughout LinkedIn for the open positions from Big 4 Companies and helping them with the process.
- Interacted with customers by phone, email, or in-person to provide information.
Student Caller
Queens College
08.2016 - 10.2016
- Showcased knowledge about various school programs during conversations with potential donors.
- Participated actively in training sessions and workshops, continually refining calling techniques for optimal results.
- Increased fundraising efforts by maintaining a positive attitude and persuasive approach during calls.
- Established rapport with prospective donors, resulting in successful monetary contributions to the institution.
Education
MBA - Business And Managerial Economics
Southern New Hampshire University
Hooksett, NH06.2026
Bachelor of Arts in Economics (BA) with a minor in Political Science -
City University of New York Queens College
Flushing, NY05.2017
High School Diploma -
Bayside High School
Bayside, NY06.2013
Skills
- Proficient with Microsoft Office programs
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Bilingual: Fluent in English and Spanish (Writing and Oral)
Banking operations knowledge
Accomplishments
- Securities Industry Essentials (SIE) Exam
- FINRA Series 6
- FINRA Series 63
- Life, Health & Variable Insurance License
Certification
- Securities Industry Essentials License (SIE)
- Series 6
- Series 63
- Life, Health & Variable Insurance License
Timeline
Relationship Banker
JP Morgan Chase
10.2022 - Current
Branch Operations Coordinator
New York Community Bank
06.2022 - 09.2022
Financial Service Associate
New York Community Bank
08.2018 - 05.2022
Canvasser
Metro Strategies
07.2018 - 08.2018
Part Time Spanish Translator
Big Word Guideline Center
10.2017 - 06.2018
Intern Recruiter
BCM
08.2017 - 09.2017
Student Caller
Queens College
08.2016 - 10.2016
MBA - Business And Managerial Economics
Southern New Hampshire University
Bachelor of Arts in Economics (BA) with a minor in Political Science -
City University of New York Queens College
High School Diploma -
Bayside High School