EYSEL M. ROQUE
Cape Coral,FL
Summary
Highly accomplished banking professional with over 10 years of experience in financial analysis, client relationship management, and risk management. Proven track record of driving revenue growth and delivering exceptional customer service. Seeking to leverage extensive banking experience and leadership skills to contribute to PNC Bank as an Underwriter 2 in small business banking.
Overview
5
5
years of post-secondary education
16
16
years of professional experience
Work History
Branch Small Business Banker
Wells Fargo Bank
Cape Coral, FL
04.2022 - Current
- Onboarded and managed account relationships with Small Business customers, fostering growth and retention.
- Developed customer relationships by analyzing cash flow and business operating cycles, aligning products and services to support growth of portfolio businesses.
- Evaluated customers' financial needs and recommended tailored financial products and services to enhance financial success.
- Led risk management efforts by adhering to policies, procedures, and controls, and maintained compliance with applicable laws, rules, and regulations.
- Coached team members on effective financial conversations with customers to improve engagement and understanding.
Relationship Banker
Wells Fargo Bank
Cape Coral, FL
05.2018 - 04.2022
- Engaged with consumer and small business clients to identify and meet their financial needs, focusing on affluent clients to enhance service quality.
- Cultivated strong relationships with customers through regular communication and personalized service, fostering loyalty and satisfaction.
- Increased client base through proactive outreach and scheduled appointments, enhancing engagement with consumer and small business clients.
- Collaborated with partners to improve customer experience, deepen relationships, and retain clients through tailored financial solutions.
- Managed risk effectively by adhering to policies, procedures, and regulatory requirements.
Personal Banker
Wells Fargo Bank
Morehead City, NC
09.2014 - 05.2018
- Offered personalized financial counseling and lending assistance, cultivating long-term relationships with clients to achieve high satisfaction and retention rates.
- Utilized profiling analysis tools to identify and capitalize on targeted cross-sell opportunities that matched customer financial needs.
- Developed and maintained partnerships with internal and external branch partners to improve service delivery and client satisfaction.
- Engaged with community through outbound calls, business visits, and educational seminars, fostering stronger local relationships and increasing community presence.
Customer Sales & Service Representative
Wells Fargo Bank
Jacksonville, NC
12.2012 - 08.2014
- Delivered exceptional customer experience by building relationships through proactive outreach and recommending relevant products, services, and digital solutions.
- Engaged with customers daily to strengthen trust and build long-lasting relationships.
- Provided tailored advice and guidance to help customers achieve financial success.
Bank Teller
Wells Fargo Bank
Sarasota, FL
05.2012 - 12.2012
- Delivered exceptional customer service by processing transactions and addressing customer needs, enhancing overall customer satisfaction.
- Connected customers with Wells Fargo team members to address financial needs, facilitating comprehensive service and support.
- Recommended new products and services aligned with customer interests, enhancing customer engagement.
Studio Manager
Olan Mills Photography Studio
Miami, FL
12.2010 - 04.2012
- Supervised, coached, and trained photographers and studio staff, fostering a collaborative environment that improved team dynamics.
- Managed client relations by addressing inquiries and resolving complaints, contributing to a positive client experience.
- Handled studio finances, overseeing billing, budget management, and expense tracking to maintain financial accuracy.
Education
Associate of Arts - General Studies
Miami Dade College
Miami, FL 08.2010 - 05.2012
Bachelor of Accounting -
Institute Jose Marti
09.2004 - 05.2008
Skills
Timeline
Branch Small Business Banker
Wells Fargo Bank
04.2022 - Current
Relationship Banker
Wells Fargo Bank
05.2018 - 04.2022
Personal Banker
Wells Fargo Bank
09.2014 - 05.2018
Customer Sales & Service Representative
Wells Fargo Bank
12.2012 - 08.2014
Bank Teller
Wells Fargo Bank
05.2012 - 12.2012
Studio Manager
Olan Mills Photography Studio
12.2010 - 04.2012
Associate of Arts - General Studies
Miami Dade College
08.2010 - 05.2012
Bachelor of Accounting -
Institute Jose Marti
09.2004 - 05.2008