Edward Montez-DeOca
San Antonio,TX
Summary
United States Army Veteran and committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Maintaining a disciplined mindset in leadership, organization, and analytics will aid in mitigating risk for the company and uphold values.
Overview
18
18
years of professional experience
Work History
ANNUITY PROCESS SUPPORT
Citigroup
San Antonio, TX
01.2023 - 01.2024
- Aid the Financial Advisors with the ticketing process, and analyze annuity tickets for errors and drove revenue upward from $600MM in 2022 to $1.4 Billion in 2023
- Conducted research on new technologies and methods to enhance production efficiency.
- Monitored and evaluated existing processes to identify potential areas of improvement.
- Collaborated with other departments to develop best practices for operational procedures.
- Documented all changes made to processes according to established protocols.
- Developed and optimized processes to improve productivity, product quality and product consistency.
- Participated in internal teams to create, improve and standardize processes and equipment.
- Implemented continuous improvement in processes and materials to improve performance and reduce costs.
- Collaborated with operations to achieve site strategies, goals and objectives.
ACTING WEALTH RELATIONSHIP MANAGER
Citigroup
11.2021 - 02.2023
- Identify, build, and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment using excellent discovery and profiling skills. - Ensure AML/KYC and other compliance norms are strictly adhered to.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Conducted detailed analysis of client portfolios to identify opportunities for improvement.
- Collaborated with other team members to develop customized solutions for clients' wealth management needs.
- Managed client accounts by monitoring performance of investments and recommending adjustments as needed.
- Prepared presentations and reports outlining progress towards financial goals.
- Ensured compliance with all applicable industry regulations and internal procedures.
- Assisted clients in developing long-term plans that meet their financial objectives.
- Maintained records of customer interactions using a customer relationship management system.
- Advised customers on appropriate product selection based on individual circumstances.
- Monitored client portfolios regularly to identify any discrepancies or irregularities in transactions.
SKY BRANCH/VIRTUAL BANKER - SAFE ACT
Citibank
San Antonio, TX
12.2019 - 11.2021
- Leverage leads to identify cross-sell and relationship deepening opportunities with current clients and provide support for a diverse array of products and services
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Analyzed customer's financial information to determine the best banking products for them.
- Processed loan applications and prepared relevant documents for approval.
- Monitored changes in regulations affecting banks and updated policies accordingly.
- Verified customer identity using government-issued identification documents.
- Assisted with onboarding new employees by training them on banking procedures.
- Ensured compliance with state and federal banking regulations through regular reviews.
- Provided technical support to colleagues who encountered difficulties while using software programs.
- Assisted customers by answering banking questions and recommending solutions.
- Advised customers on bank products, services and financial planning options.
CITIGOLD DEDICATED SPECIALIST
Citibank
San Antonio, TX
09.2015 - 12.2019
- Assisted in developing strategies to increase customer satisfaction levels.
- Conducted regular meetings with staff to review progress and address any concerns.
- Analyzed data from customer surveys to identify trends in customer behavior.
- Exercised versatility in fast-paced, agile work environments.
- Participated in ongoing training and compliance activities.
- Defined team directions and provided guidance to members.
- Managed and resolved incidents according to service agreements.
- Coordinated and managed various programs or projects to achieve established objectives.
- Balanced competing priorities through deliberate project and time management practices.
- Leveraged specialized knowledge to act as subject matter expert within organization.
- Identified opportunities to enhance specialization resulting in increased efficiency.
- Facilitated productive clinical and technical customer relationships through intentional external communications.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Analyzed key performance indicators to identify effective strategies.
Agero
06.2014 - 07.2015
74D Chemical Operations Specialist
United States Army
12.2005 - 07.2011
- Conducted safety inspections of chemical weapons and equipment.
- Provided technical advice to commanders on the use and storage of hazardous materials.
- Maintained records of all chemicals used, stored, and transported within the unit.
- Performed decontamination operations on personnel and equipment exposed to hazardous materials.
- Advised other units in the proper handling and disposal of hazardous waste.
- Trained personnel in the safe operation of chemical weapons systems.
- Assisted with the development of standard operating procedures for chemical operations.
- Analyzed samples from contaminated areas to determine appropriate response measures.
- Monitored air quality levels at all times during field exercises involving hazardous materials.
- Conducted tests to ensure compliance with safety regulations governing chemical agents.
- Developed plans for responding to potential chemical or biological threats in a timely manner.
- Identified areas requiring additional training or resources for improved safety practices.
- Ensured that all personnel were properly equipped with protective gear before entering contaminated zones.
- Participated in drills simulating responses to real-world scenarios involving toxic substances.
Education
Bachelor of Science in Management -
University of Phoenix
Online07-2023
Skills
- Project Management: Aided in UAT Testing on using AVOKA for NRA clients, DocuSign, and ROSS
- Prioritize and Manage workload efficiently in addition to resolving issues in a timely manner
- Provide customer service and timely resolution to high profile & sensitive clients
- Excellent written and verbal communication skills
- Uphold Citibank Guidelines and Procedures
- Squad Leader: Managed 8 Soldiers ensuring they are adhering to all regulations, policies and provide risk assessment for missions in accordance with our Standard Operating Procedures
- Knowledgeable in Microsoft Office; Self Motivated and Detail Oriented
- Analytics in collecting and processing data to identify pain points to mitigate risk to the firm
- AML/KYC Experience while acting Citigold Relationship Manager
Awards Recognition
- Honors: Summa Cum Laude
- National Society of Leadership and Success
- Citigold Employee of the Month (June 2017)
- Army Achievement Medal x 2
- Global War on Terrorism Expeditionary Medal
Affiliations
- Volunteered at Idea Mays Preparatory Academy
- Member of Citi Salutes Network (Citibank Veteran Network)
- Member of Hispanic/Latino Heritage
Accomplishments
- 2 Army Achievement Medals
- Global War on Terrorism Expeditionary Medal
- National Defense Service Medal (Joining Military during wartime)
References
References available upon request.
Timeline
ANNUITY PROCESS SUPPORT
Citigroup
01.2023 - 01.2024
ACTING WEALTH RELATIONSHIP MANAGER
Citigroup
11.2021 - 02.2023
SKY BRANCH/VIRTUAL BANKER - SAFE ACT
Citibank
12.2019 - 11.2021
CITIGOLD DEDICATED SPECIALIST
Citibank
09.2015 - 12.2019
Agero
06.2014 - 07.2015
74D Chemical Operations Specialist
United States Army
12.2005 - 07.2011
Bachelor of Science in Management -
University of Phoenix
Similar Profiles
Pradeep KattaPradeep Katta
Head of Data Governance Representing Technology || Head of Data Engineering Tooling and Platform || Cloud Solutions Data Architect at CitigroupHead of Data Governance Representing Technology || Head of Data Engineering Tooling and Platform || Cloud Solutions Data Architect at Citigroup
Benlong CaoBenlong Cao
SVP - BUSINESS RISK AND CONTROL GROUP MANAGER at CitigroupSVP - BUSINESS RISK AND CONTROL GROUP MANAGER at Citigroup
Roberta WesolowskiRoberta Wesolowski
Administrative Assistant at CitigroupAdministrative Assistant at Citigroup
Patricia RodriguezPatricia Rodriguez
Asset Services Intermediate Associate Analyst (B11) at CitigroupAsset Services Intermediate Associate Analyst (B11) at Citigroup
Maria CruzMaria Cruz
Barista at StarbucksBarista at Starbucks