Dominic Perez
San Marcos,TX
Summary
Business-minded Relationship Banker bringing extensive knowledge of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions backed by a strong detail oriented skill set.
Overview
8
8
years of professional experience
Work History
Relationship Banker III
Broadway Bank
03.2023 - Current
- Worked with clients to address and respond to client and partnership management issues.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Increased daily sales by upselling banking products and financial services to customers.
- Analyzed customers' financial information to deliver personalized account guidance.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities
- Adapted products and services to suit customers' changing financial circumstances.
Financial Services Professional
New York Life & NYLIFE Securities
07.2022 - 03.2023
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Recommended initiatives to improve performance and maximize return on sales incentives.
BMW Service Technician
BMW Of South Austin/BMW Of San Antonio
03.2016 - 07.2022
- Explained estimates and determined repair timelines to manage customer expectations.
- Analyzed vehicle data using advanced diagnostic equipment.
- Performed complex mechanical alignments and equipment calibration to meet quality standards.
- Maintained quality assurance and customer satisfaction objectives.
- Applied critical thinking and research to address complex issues.
- Troubleshot and diagnosed faults with vehicle systems and components using OEM-specific code readers, diagnostic trees, and online knowledge bases.
Education
Vocational - Data Analytics
Thinkful
Austin, TX04.2020
Vocational - Automotive Technology
BMW STEP
Grand Prairie, TX03.2016
Vocational - Automotive Technology
Lincoln College of Technology - Grand Prairie
Grand Prairie, TX11.2015
Skills
- Relationship building and management
- Policy development and implementation
- Financial Advising
- Business Development
- Banking
- Sales and marketing
- Banking operations knowledge
- Industry networking
- Financial services
- Business planning
- Self-motivated nature
- Issue Analysis
- Troubleshooting
- Building customized solutions
- Follow-up skills
- Retention Strategies
- Meeting Sales Goals
- Policy and procedure implementation
- Financial Services
Timeline
Relationship Banker III
Broadway Bank
03.2023 - Current
Financial Services Professional
New York Life & NYLIFE Securities
07.2022 - 03.2023
BMW Service Technician
BMW Of South Austin/BMW Of San Antonio
03.2016 - 07.2022
Vocational - Data Analytics
Thinkful
Vocational - Automotive Technology
BMW STEP
Vocational - Automotive Technology
Lincoln College of Technology - Grand Prairie
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