EDER ALVAREZ
Orlando
Summary
Experienced professional with a strong background over 10 years in banking related roles. Many years of experience fully assessing client needs and developing custom strategies to promote growth and financial success. Successful in building relationships and trust on every client.
Overview
15
15
years of professional experience
Work History
Business Advisor
Bank of America
Tampa
03.2025 - Current
- Advised clients on financial products and services to meet their needs.
- Analyzed market trends to identify opportunities for client investment strategies.
- Developed personalized financial plans based on client goals and risk tolerance.
- Collaborated with colleagues to enhance customer service and operational efficiency.
- Educated clients on regulatory changes affecting their financial decisions.
CREDIT CARD SPECIALIST
J.P. MORGAN CHASE
04.2022 - 03.2025
- Processed credit card applications accurately and efficiently.
- Assisted clients with inquiries regarding account features and benefits.
- Reviewed accounts for compliance with internal policies and regulations.
- Assisted customers with payment plans and other special arrangements as needed.
CLAIM ANALYST
BANK OF AMERICA
05.2020 - 03.2022
- CLAIM RESEARCH AND RECOVERY
- Reviewed policy documents to ensure compliance with regulations.
- Communicated with clients to gather necessary documentation and information.
- Verified documents to ensure accuracy of information provided by customers.
RELATIONSHIP MANAGER & BUSINESS SPECIALIST
BANK OF AMERICA
03.2019 - 05.2020
- Managed client relationships to enhance customer satisfaction and loyalty.
- Educated clients on banking products and services available to them.
- Resolved client inquiries and issues promptly and effectively.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
SUPPORT SMALL BUSINESS AND COSTUMER SERVICES
WELLS FARGO
01.2012 - 02.2019
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Exceeded customer satisfaction by finding creative solutions to problems.
TELLER & LEAD TELLER
BANK OF AMERICA
01.2011 - 12.2011
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and banking services.
- Promoted bank products and services to enhance customer satisfaction.
- Maintained compliance with financial regulations and policies consistently.
Education
Bachelor of Science - Business Administration
INTERAMERICAN UNIVERSITY
PUERTO RICO05.2015
Associate of Science -
NOVA COMMUNITY COLLEGE
VIRGINIA05.2012
BBA - Business Administration
UMG
Guatemala 12.2005
Skills
- Client relationship management
- Regulatory compliance
- Customer service
- Problem solving
- Account retention
- Relationship building
- Experience in leadership
References
- RANDOLPH MEJIA, CENTRAL FLORIDA CARDIOLOGY GROUP, 863.709.5780
- LARRY TUSSO, WELLS FARGO BANK, 361.571.7297
- JONATHAN PONCE, J.P. MORGAN CHASE, 787.536.6620
Timeline
Business Advisor
Bank of America
03.2025 - Current
CREDIT CARD SPECIALIST
J.P. MORGAN CHASE
04.2022 - 03.2025
CLAIM ANALYST
BANK OF AMERICA
05.2020 - 03.2022
RELATIONSHIP MANAGER & BUSINESS SPECIALIST
BANK OF AMERICA
03.2019 - 05.2020
SUPPORT SMALL BUSINESS AND COSTUMER SERVICES
WELLS FARGO
01.2012 - 02.2019
TELLER & LEAD TELLER
BANK OF AMERICA
01.2011 - 12.2011
Bachelor of Science - Business Administration
INTERAMERICAN UNIVERSITY
Associate of Science -
NOVA COMMUNITY COLLEGE
BBA - Business Administration
UMG