Eduardo Roman
Kissimmee,FL
Summary
Proven track record in enhancing customer satisfaction and streamlining branch operations, evidenced by a successful tenure at Fifth Third Bank. Expert in leveraging managerial skills and cross-selling tactics to boost sales and foster a coaching environment. Excel in customer service and relationship building, significantly contributing to business growth.
Overview
24
24
years of professional experience
Work History
Personal Banker II
Fifth Third Bank
05.2024 - Current
- Maintain a thorough current knowledge of bank policy, procedures and product information including the features and customer benefits
- Opening new savings and checking accounts
- Cross selling other products money line, overdraft protection
- Personal loans, Heloc
- Mortgage Applications
- Pre-qualification letters and Pre approvals
- Follow up with check orders
- Summit domestic and International wires
- Solve any issue with customers account
- Open new accounts and admits customers to safe deposit boxes
- Open and close vault
- I am fully cross train for the teller side as for customer service
- Business loan up to 100k
Store Supervisor
TD Bank
08.2010 - 07.2019
- Maintain a thorough current knowledge of bank policy, procedures and product information including the features and customer benefits
- Open new savings and checking accounts
- Cross selling other products money line, over draft protection
- Personal loans, heloc
- Mortgage applications
- Pre-qualification letters and pre approvals
- Follow up with check orders
- Summit domestic and international wires
- Solve any issue with customers account
- Open new accounts and admits customers to safe deposit boxes
- Open and close vault
- I am fully cross train fot teller side as for customer service
Sales Associate (Teller and Customer Service)
American First Bank
05.2008 - 04.2009
- Cash handling
- Checking deposits
- Saving deposits
- Official checks
- Loan payments
- Loan daily journal reports
- Currency transaction report
- Federal tax payment
- Scanning daily transactions
- Shopping rates
- Vault balancing
Sales Associate
Colonial Bank
08.2001 - 05.2007
- Stay current with local competitor's products / service
- Maintain a thorough current knowledge of bank policy, procedures, and product information including the features and customers benefits
- Consistently adheres to all security procedures and controls
- Demonstrates accuracy in conducting teller transaction sells, refers, and take applications for mortgage and consumer loans
- Maintain the general un keep of the workstation office
In Store Sales Association
Bank Atlantic ( In Store Walmart )
09.2000 - 08.2001
- Actively approach Walmart shoppers via in aisle selling and PA announcements to promote bank products and services
- Stay current with local competitor's product / services
- Maintain a thorough current knowledge of bank policy, features and customer benefits
- Actively promotes Atlanticline, ATM and other alternative delivery channels
- Implement daily action plan to achieve individual sales goals
- Maintain the general upkeep f the workstation and input new account information necessary
- Accurately performs all task associate with the opening and maintenance of checking, savings, CD's and IRA accounts
Education
BBA - Accounting
University of Puerto Rico
Cayey, PR05.1995
Skills
- Branch operations
- Customer Service
- Customer Satisfaction
- Manager skills to foster a coaching environment interview to provide loan and beginning services per customer expectations Use cross-selling tactics and relationship building strategies to offer products and services to new and existing customers
Timeline
Personal Banker II
Fifth Third Bank
05.2024 - Current
Store Supervisor
TD Bank
08.2010 - 07.2019
Sales Associate (Teller and Customer Service)
American First Bank
05.2008 - 04.2009
Sales Associate
Colonial Bank
08.2001 - 05.2007
In Store Sales Association
Bank Atlantic ( In Store Walmart )
09.2000 - 08.2001
BBA - Accounting
University of Puerto Rico
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