Fabian M. Guadalupe
New York,NY
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
5
5
years of professional experience
Work History
Concierge Banker
Citibank
07.2022 - Current
- Collaborated with bank team to achieve and exceed monthly sales targets and cross-sell banking products including $1.5 million in new money exceeding goal by 415%, facilitated 7 new credit card activations 5 of which are new MCR, and generated $370,800 in lending credits in first year exceeding goal by 1,567%
- Assisted clients with various banking transactions, account inquiries, troubleshooting online banking and ensuring all clients are well informed about banking experience
- Resolved client complaints and concerns promptly, ensuring elevated levels of client satisfaction with NPS in mind
- Conducted periodic audits to ensure compliance with banking regulations and internal policies
- Shared best practices and implemented process improvements that led to measurable results and exceeded performance targets
- Collaborated with cross-functional teams at multiple locations to facilitate goal achievement and streamline operations resulting in enhanced productivity and efficiency.
Specialties Sales Associate
Home Depot
03.2020 - 06.2022
- Communicated with customers to close sales on large bulk purchases up to $3,000
- Helped customers locate products and checked store system for merchandise at other sites.
- Took point in merchandise reset projects operating heavy machinery such as the Stand-up Reach, Sit-down Forklift, Order Picker, and the Electric Pallet Jack.
- Created and managed customer invoices and special orders averaging $15,000.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Membership Administrator
Soho House & Co
10.2018 - 09.2019
- Managed 5,500 member accounts for Soho Beach House Miami clubs
- Invoiced, processed and maintained membership receipts.
- Charged with collecting and reporting on client satisfaction feedback.
- Built and nurtured members relations to ensure membership retention and goodwill.
- Provided assistance in membership reporting and data analysis through Salesforce and Excel to analyze key figures including membership revenue, intakes, renewals, demographics and attrition for senior membership team’s review
Education
Bachelors of Business Administration - Business Accounting
Iona College
New Rochelle, NYundefined
St Raymonds High School
Skills
- Salesforce, Qudini, Eclipse, Avoka, DocuSign
- Microsoft Office, Word, and Outlook advanced Excel fluency, VLOOKUP and Pivot Tables
- Intermediate skills in Photoshop, Lightroom, Premiere Pro and Final Cut Pro
- Conflict Resolution
- Developing Customer Relationships
- Business Development
Timeline
Concierge Banker
Citibank
07.2022 - Current
Specialties Sales Associate
Home Depot
03.2020 - 06.2022
Membership Administrator
Soho House & Co
10.2018 - 09.2019
Bachelors of Business Administration - Business Accounting
Iona College
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St Raymonds High School
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