Hi, I’m
Diego Quiroz
Avondale,Az
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. 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
years of professional experience
Work History
National Bank of Arizona9878 W Camelback Rd. Glendale AZ 85305
Senior Relationship Banker
08.2022 - Current
Job overview
- Strong Banking and Sales experience
- Comfortable with Networking & meeting business owners to explore needs.
- (Through this was able to find connection that provides over 500 homes with more than 50% equity, helping branch meet 100%of loan goal.
- Which achieves branch loan growth and loan goal every quarter.) Manage relationships with MLO to provide HELOC and other business growth.
- Attracts, retains, and enables career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches’ employees, supports their development, and manages poor performance.
- Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
BMO Harris BankOne East Camelback Rd Phoenix AZ 85012
Senior Relationship Banker
02.2019 - 08.2022
Job overview
- Effectively managed team of 5 people to meet sales goals one of those goals being $1million in HELOC per year.
- Fluent in discovering needs for both Business and personal clients.
- Consistently Exceeded Sales Goals
- Comfortable with Cold calls and on-site business meetings
- Lead Morning Huddles, reviewing banker needs assessment
- Successfully lead branch when manager is out
- Conducted meeting with manager to plan effective growth of business, HELOC, and partner referrals.
Wells Fargo6601 W Indian School Rd. Phoenix AZ 85301
Personal Banker
02.2016 - 02.2019
Job overview
- Cash handling and risk management while assisting large volume of customers.
- Praised consistently on customer experience and interactions. Leading branch customer surveys with constant 10s for 2 years.
- Maintain knowledge on current promotions, policies, and products.
- Participated in Circle of Stars (the highest scores for customer surveys)
- Executes needs-based conversations.
Education
Maryvale High SchoolPhoenix, AZ
High School Diploma
05.2014
Skills
- Bilingual fluent in Spanish and English
- Natural Influencer
- Effective Leader, love to see others grow
- Strong visual and verbal communication
- Excellent Computer skills, proficient in Microsoft windows
- Focused on customer relationship and customer experience
- Consistently Exceed Sales Goals
- Strong Decision making
- Comfortable with difficult conversations
- Coachable and opened minded
- Strong minded and motivated
- Financial Planning
- Decision-Making
Languages
Spanish
Native or Bilingual
Timeline
Senior Relationship Banker
National Bank of Arizona
08.2022 - Current
Senior Relationship Banker
BMO Harris Bank
02.2019 - 08.2022
Personal Banker
Wells Fargo
02.2016 - 02.2019
Maryvale High School
High School Diploma
References
- Crystal Murrieta, Wells Fargo Bank, Branch Manager, 602-614-4608
- Diana Rodriguez, Wells Fargo Bank, Service Manager, 602-451-1591
References
- Crystal Murrieta, Wells Fargo Bank, Branch Manager, 602-614-4608
- Diana Rodriguez, Wells Fargo Bank, Service Manager, 602-451-1591