Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Guadalupe Casian

Chino Hills,CA

Summary

Seasoned Salesperson with exceptional success in business-to-business and business-to-consumer sales within multiple industries. Hardworking, enthusiastic with a proven track record in exceeding sales goals, growing business and expanding territories. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.

Achievements include expanding customer base and bringing in new sales revenue. Excellent customer service, research and conflict resolution skills. Flexible schedule and willingness to travel.

Overview

24
24
years of professional experience

Work History

Real Estate Agent

EXP Realty Of California
Yorba Linda, CA
11.2013 - Current
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Communicated with clients to understand property needs and preferences.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Negotiated, facilitated and managed real estate transactions.
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Advertised client properties through websites, social media and real estate guides.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.
  • Presented purchase offers to sellers for consideration.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Assisted clients in financial planning for purchase.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.

Small Business Banker

Citibank, NA
Chino Hills, CA
08.2006 - 07.2013
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Maintained up-to-date knowledge of competitors' products.
  • Responsible for acquisition of new business checking accounts, personal checking accounts and business lines of credit
  • Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.

Small Business Specialist

Bank Of America
Chino , CA
01.2004 - 07.2006
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Responsible for acquisition of new business checking accounts, cross sold al relatable small business products and business lines of credit
  • Consulted on business packages and made personalized recommendations.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Created and managed community events and customer promotions.
  • Utilized [Software] CRM tool to generate leads.

Branch Manager

Bank Of America
Ontario , CA
01.2002 - 12.2003
  • Maintained friendly and professional customer interactions. Responsible for meeting and maintaining a quarterly 80% or higher customer service score via customer experience.
  • Assessed employee performance and developed improvement plans in order to accomplish quarterly goals.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Gathered and reviewed customer feedback to improve operations.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Developed prospects for new loans though weekly cold calling.
  • Submitted loan applications to loan underwriter for verification and recommendation.

Customer Service Specialist

Bank Of America
Pomona, CA
12.2001 - 12.2002
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Took payment information and other pertinent information such as addresses and phone numbers to place orders.
  • Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Applied basic sales strategy to engage customers and present solutions to suit individual needs.
  • Offered internal and external customers first-rate customer service to maximize satisfaction and business success.
  • Surpassed performance goals by approaching interactions with resourcefulness, organization and customer-centric solutions.
  • Used consultative techniques to understand customer needs and make strategic referrals to business partners.
  • Described product highlights and benefits to help guide purchasing decisions.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Developed customer service improvement alternatives that decreased customer wait times.

Personal Banker Officer

Bank Of America
Pomona, CA
08.1997 - 01.2001
  • Worked with clients to address and respond to client and partnership management issues.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Increased daily sales to 4 products on average for consumers clients by upselling cross selling, savings, overdraft protection, online banking and credit card banking products and financial services to customers.
  • Developed weekly summaries to assess each client's participation level and determine targets for follow-up plans.
  • Continually boosted branch production and revenue by 100% or higher by consistently meeting all quarterly sales goals.
  • Presented new and additional products and services to existing customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Solved customer challenges by offering relevant alternative channels.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Provided Notary Public services for any bank related documentation.

Education

Some College -

Mt San Antonio College
Walnut, CA

Skills

  • Comparative Market Analysis
  • Referral Coordination
  • Open House Management
  • Adaptability and Flexibility
  • Buyer Contracts
  • Recruiting Clients
  • Contract Preparation
  • Lead Prospecting
  • Sales Promotion
  • Buyer and Seller Representation

Accomplishments

  • Rookie of the year during my first year of real estate with 19 closed transactions/escrow. Received a $50k+ sales award and plaque.
  • Generated more than $100K+ in sales revenue in my second year of real estate. Received a recognition award and plaque

Languages

Spanish
Native or Bilingual

Timeline

Real Estate Agent

EXP Realty Of California
11.2013 - Current

Small Business Banker

Citibank, NA
08.2006 - 07.2013

Small Business Specialist

Bank Of America
01.2004 - 07.2006

Branch Manager

Bank Of America
01.2002 - 12.2003

Customer Service Specialist

Bank Of America
12.2001 - 12.2002

Personal Banker Officer

Bank Of America
08.1997 - 01.2001

Some College -

Mt San Antonio College

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Guadalupe Casian