Edwin Torres
Tolleson,AZ
Summary
Experienced professional with 10 years in financial and pharmaceutical industries. Expertise in personal banking, lending, sales, marketing, and business development. Proven track record in exceeding targets, navigating regulations, and driving growth. Strong leadership, team management, and strategic planning abilities. Adaptable and results-driven, consistently delivering excellence.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Personal Banker
Arizona Financial Credit Union
10.2023 - Current
- Execute all Teller and Personal Banker duties including assisting members on the teller line, welcoming members in the lobby, and addressing various inquiries and loan requirements.
- Act as a subject matter expert in consumer lending across diverse loan categories, with a focus on home equity and business credit card products. Provide tailored guidance, facilitate application processes, oversee loan disbursements, and make appropriate referrals to the 1st mortgage (MLO) team or Business Banking/Commercial Loan teams when necessary.
- Facilitate the opening of new business and consumer accounts and provide ongoing support for account maintenance needs.
- Cultivate strong relationships with new business clients, assuming the role of a dedicated relationship manager to address their evolving requirements.
- Proactively recommend products and services aligned with members' financial objectives to enhance their financial well-being.
- Remain up-to-date on all operational protocols relevant to business banking to uphold seamless and effective branch operations.
VMRS
Guardians Credit Union
04.2019 - 09.2023
- Cultivate and maintain strong relationships with clients, providing personalized financial advice and solutions to meet their banking needs.
- Act as a trusted advisor, understanding clients' financial goals and recommending appropriate products and services such as loans, investments, and deposit accounts.
- Proactively identify opportunities to deepen client relationships and cross-sell banking products and services to enhance their financial well-being.
- Collaborate with internal teams to ensure seamless delivery of banking solutions and exceptional customer service.
- Stay informed about industry trends, regulatory changes, and market developments to provide informed guidance to clients.
- Meet and exceed sales targets and performance metrics while adhering to compliance and risk management policies.
Shift Lead
Walgreens
09.2014 - 07.2019
- Supervise and lead a team of associates during assigned shifts, ensuring efficient and effective store operations.
- Provide direction and support to team members, including task delegation, training, and coaching to optimize performance and customer service delivery.
- Oversee inventory management, including receiving, stocking, and merchandising to maintain adequate product availability and presentation standards.
- Ensure compliance with company policies and procedures, including cash handling, safety protocols, and regulatory requirements.
- Assist with customer inquiries, issue resolution, and escalated situations, striving to provide exceptional service and uphold the Walgreens brand reputation.
- Collaborate with store management to drive sales initiatives, achieve targets, and contribute to overall store success while fostering a positive work environment.
Pharmacy Technician
Walgreens
09.2014 - 07.2019
- Assist pharmacists in dispensing medications by accurately counting, measuring, and labeling prescription drugs.
- Process prescription orders, including data entry, prescription verification, and insurance billing to ensure timely and accurate fulfillment.
- Maintain pharmacy inventory by ordering, receiving, and stocking medications and supplies, while monitoring expiration dates and disposing of outdated or unusable items.
- Provide exceptional customer service by greeting patients, answering inquiries, and assisting with prescription pickup and medication counseling.
- Perform administrative tasks such as maintaining patient records, filing prescriptions, and managing prescription refill requests.
- Adhere to pharmacy regulations and safety standards, including HIPAA guidelines, to safeguard patient confidentiality and ensure compliance with state and federal laws.
Education
High School Diploma -
Lysander Borrero Terry
Villalba Puerto Rico05.2010
Skills
- Financial Product Knowledge
- Customer Relationship Management
- Leadership and Team Management
- Adaptability
- Ethical Conduct
- Goal Orientation:
Certification
- Notary Public Certification (CNP)
- NMLS Certification (National Mortgage Licensing System)
- Pharmacy Technician Certification
Timeline
Sr. Personal Banker
Arizona Financial Credit Union
10.2023 - Current
VMRS
Guardians Credit Union
04.2019 - 09.2023
Shift Lead
Walgreens
09.2014 - 07.2019
Pharmacy Technician
Walgreens
09.2014 - 07.2019
High School Diploma -
Lysander Borrero Terry
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