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
Kissimmee, FL
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
Kissimmee, FL
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
Kissimmee, FL
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
Kissimmee, FL
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 )
Kissimmee, FL
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