Eduardo Mejia
Miami,FL
Summary
Dynamic finance professional with a proven track record at Citigold International Wealth Management, excelling in client advisory and portfolio management. Leveraged expertise in Microsoft Excel and teamwork to enhance client satisfaction and drive informed investment strategies. Recognized for exceptional problem-solving aptitude and achieving significant client base expansion through strategic networking and personalized service. An established Registered Client Service Associate known for handling responsibilities with exceptional poise in fast-paced office settings.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Registered Client Service Associate
Citigold International Wealth Management
2021.06 - Current
- Developed detailed reports on current market trends for both internal use and distribution to clients, supporting informed decision-making processes.
- Built strong working relationships with clients based on trustworthiness, responsiveness to inquiries, effective communication skills.
- Managed tasks efficiently during periods of high volume or tight deadlines without compromising quality or attention to detail.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Ensured compliance with industry regulations, maintaining up-to-date knowledge of rules and guidelines related to client accounts.
- Delivered informative presentations to clients regarding financial products, increasing understanding and fostering strong relationships.
- Maintained data confidentiality through strict observance of information security procedures and corporate guidelines.
- Supported financial advisors with preparing documentation, contributing to the successful onboarding of new clients.
- Assisted in developing customized investment strategies for clients, participating in research and analysis activities.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Engaged in continuous professional development by attending industry conferences, workshops, and seminars, staying updated on market trends and best practices for investment banking.
Relationship Banker
Citibank, NA
2019.05 - 2021.05
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Cultivated strong customer relationships by providing tailored advice and services.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
Sales and Service Representative
Popular Community Bank
2017.05 - 2019.05
- Streamlined the sales process for increased efficiency, ensuring accurate record-keeping, timely follow-ups, and successful deal closures.
- Delivered product demonstrations tailored to clients'' specific requirements, showcasing features that would benefit their businesses directly.
- Conducted regular assessments of client satisfaction levels through customer surveys and feedback mechanisms to continuously improve service quality.
- Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
- Implemented upselling techniques to capitalize on existing client relationships for increased revenue generation.
- Identified new sales opportunities through research, networking, and attending industry events.
Customer Sales and Service Representative
Wells Fargo
2014.05 - 2017.05
- Streamlined the sales process for increased efficiency, ensuring accurate record-keeping, timely follow-ups, and successful deal closures.
- Delivered product demonstrations tailored to clients'' specific requirements, showcasing features that would benefit their businesses directly.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Sought ways to improve processes and services provided.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Met customer call guidelines for service levels, handle time and productivity.
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
Education
Bachelor of Science - Double Major in Finance And Economics
Florida International University
Miami, FLAssociate of Arts - Business Administration
Miami Dade College
Miami, FL06.2016
Skills
- Microsoft Excel
- Due diligence
- Valuation Techniques
- Portfolio Management
- Industry Research
- Investment strategies
- Teamwork and Collaboration
- Problem-solving aptitude
- Word Processing
- Client Advisory
- Salesforce CRM
- LexisNexis
- NetX360
Certification
- Series 7 License - May 2024
- Series 63 License - Sep 2023
Languages
Spanish
Native or Bilingual
Timeline
Registered Client Service Associate
Citigold International Wealth Management
2021.06 - Current
Relationship Banker
Citibank, NA
2019.05 - 2021.05
Sales and Service Representative
Popular Community Bank
2017.05 - 2019.05
Customer Sales and Service Representative
Wells Fargo
2014.05 - 2017.05
Bachelor of Science - Double Major in Finance And Economics
Florida International University
Associate of Arts - Business Administration
Miami Dade College
- Series 7 License - May 2024
- Series 63 License - Sep 2023
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