Enrique K Salazar
Wylie,TX
Summary
Dynamic financial professional with a proven track record at Wells Fargo Advisors, managing $47 million in assets. Excelled in relationship management and leadership, driving client satisfaction and revenue growth. Expert in financial planning and bilingual communication, consistently delivering customized solutions to meet diverse client needs.
Overview
18
18
years of professional experience
Work History
Private Client Banker
Chase Bank
Rowlett , TX
09.2023 - Current
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Identified financial needs of customers and presented appropriate product and service options.
- Opened and serviced accounts within authorized limits.
- Provided exceptional service to clients by responding promptly and accurately to inquiries.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Established strong relationships with clients through regular follow up calls and meetings.
- Weekly strategy meetings with One Chase partners (private client advisors, business relationship managers, and mortgage).
Personal Financial Representative
Allstate Corp
Dallas , TX
02.2021 - 08.2023
- Retirement account management within Voya, Sammons, Lincoln Financial, Fidelity, and Equitable.
- Promote life and retirement resources to increase customer base and revenue growth through collaborative coaching of Licensed Sales Personnel.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Relationship Management of 17 Allstate agencies and staff through comprehensive educational workshops targeting retirement planning , existing life policy reviews and investment account or introductory discussions.
- Monthly progress reviews with agency owners developing marketing campaigns, outreach focus, and wholesaler conferences.
- Work successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Maintain updated knowledge through continuing education and advanced training.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Financial Advisor
Wells Fargo Advisors
Murphy, Tx
04.2019 - 12.2020
- Portfolio management of 47 million in assets
- Trained, managed and motivated employees to promote professional skill development around financial literacy.
- Entrusted to develop staff on strategies to enhance performance and improve customer relations.
- Designed and delivered presentations to educate, inform and motivate audiences.
- Managed portfolio designs such as diversified stock income plans, Tax-free managed bond programs
- Legacy estate and retirement planning services.
- Annual client reviews monitor progress and provide transparent explanations of market conditions.
- Offered diversified open architecture solutions to meet clients best interests.
Private Banker
Wells Fargo Bank
Preston Hollow, Tx
08.2008 - 02.2019
- Implemented opportunities for joint collaborative projects to generate interest among peers.
- Shared personal stories and experiences to provide hope, advocacy and one-on-one support to peers.
- Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
- Maintained a 200 client book relationship consisting of high net worth cliental in affluent locations such as Palos Verdes CA, Belmont Shore CA, Beverly Hills CA and Preston Hollow TX.
- Processing of complex banking and lending services, estate and retirement presentations, insurance and legacy planning.
- Advised customers on bank products, services and financial planning options.
- Coordinated preparation of external audit materials and external financial reporting..
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Customized products and services to meet specific banking requirements.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Met needs of high net worth individuals looking to manage at least $250,000 in assets.
Associate
Downey Savings & Loans
Westchester, CA
07.2007 - 07.2008
- Retail banking services like passbook savings account establishments, new accounts, credit card orders, and depository services.
Education
Associate of Arts - Social And Behavioral Sciences
El Camino College
Torrance, CA06.2013
Skills
- Relationship Management
- Leadership
- Time Management
- Bilingual
- Interpersonal Communication
- Effective verbal, written, and communication skills
- Collaborative
Additional Information
- Finra Series 7, Series 6, Series 63, Series 66, SIE, Texas Life Insurance
- CRD 5825421
Timeline
Private Client Banker
Chase Bank
09.2023 - Current
Personal Financial Representative
Allstate Corp
02.2021 - 08.2023
Financial Advisor
Wells Fargo Advisors
04.2019 - 12.2020
Private Banker
Wells Fargo Bank
08.2008 - 02.2019
Associate
Downey Savings & Loans
07.2007 - 07.2008
Associate of Arts - Social And Behavioral Sciences
El Camino College
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