Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Edith Bonilla

Silver Spring,United States

Summary

An ambitious and goal-oriented Relationship Banker who shows an ability to establish meaningful and lasting connections with clients, this is show as an ability to drive high sales regardless of traffic. Strictly adheres to operational guidelines and executes organizational and audit based strategies. Dependable and adaptable with a background in finance and customer service with 8 years in banking.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Banker II

JPMorgan Chase
Laurel, MD
08.2023 - Current
  • Achieved excellent customer by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Contacted clients at certain intervals to determine new opportunities in their financial lives to schedule appointments
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.

Financial Center Assistant Manager

Bank Of America
Hyattsville, MD
05.2020 - 07.2023

• Created an environment where associates are empowered therefore providing a world class client experience.
• Directed client traffic, engaging clients with self service technologies, and fostering client retention through effective lobby leading.
• Executed business plans prescribed by market leaders.
• Drived operational excellence by engaging employees on business strategy.

• Conflict resolution with clients and associates.

Relationship Manager

Bank Of America
Hyattsville, MD
10.2018 - 05.2020

• Established rapport and deepened relationships with individual and small business clients.
• Engaged with clients in order to uncover opportunities providing a complete solutions to their financial needs, this led to a First and Second Quarter 2019 Top Performer Award.
• Collaborated with business partners in order to fully meet clients' financial needs, this included merchant and payroll services for small business owners and lending and investing opportunities for individual clients.
• Effectively managed appointments and walk-ins to meet client demand.
• Executed the bank's risk culture and strived for operational excellence.

Relationship Banker

Bank Of America
Hyattsville, MD
02.2017 - 10.2018
  • Used bank resources technologies to streamline the client experience, strived for 100% client enrollment to Mobile
    Banking.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, USA PATRIOT Act, Privacy Act, and Community Reinvestment Act
    and Regulations under the Securities Act of 1993
  • While helping clients with teller line transactions, uncovered financial needs and referred clients to relationship managers, consistently exceeding referral goals.

Client Service Representative

Bank Of America
Hyattsville, MD
11.2015 - 02.2017
  • Established connections and developed a strong reputation with clients to ensure world-class service
  • Referred clients to teammates and specialist with a brief but comprehensive summary of their needs
  • Met or exceeded sales goals by generating quality leads, as a CSR my Banker Conversation Rate was consistently above target and I received the Retail Banking Rising Star Award three times.
  • Accurately and efficiently processed transactions, such as customer deposits and cash withdrawals.
  • utilized selling skills to encourage clients to speak with platform associates, which has led to an increase in my metrics and those around me.

Education

High School Diploma -

Springbrook High School
Silver Spring, MD
05.2013

Skills

  • Proficient and error-free cash handling
  • Quickly retains new information and is adaptable
  • Effective time management and problem solving
  • Delegates tasks in an effective and time efficient manner
  • Strong verbal and written communicator
  • Manage multiple computer systems while servicing clients
  • Strong interpretation of performance results, finding opportunities to drive success and hold those accountable to their results
  • Organization and detail oriented

Certification

  • FINRA- Securities Industry Essentials (SIE)
  • FINRA- Series 6
  • NASAA- Series 63
  • Maryland Life and health Insurance License
  • Non English Language Completion Certificate (Bank of America NA for Spanish

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker II

JPMorgan Chase
08.2023 - Current

Financial Center Assistant Manager

Bank Of America
05.2020 - 07.2023

Relationship Manager

Bank Of America
10.2018 - 05.2020

Relationship Banker

Bank Of America
02.2017 - 10.2018

Client Service Representative

Bank Of America
11.2015 - 02.2017

High School Diploma -

Springbrook High School
Edith Bonilla