Fernanda Aristizabal

• Successfully formed relationships with FAs and CAs alignment.
• Successfully used Salesforce daily, to keep all my teams up to date on all referrals.
• Top 50 banker out 659 bankers in the country.
• Maintained excellent client relations, resulting in increased referrals and repeat business.
• Increased customer satisfaction by providing personalized banking solutions and exceptional service.
• Presented products and services to clients using in-depth banking knowledge to answer questions.
• Identified customer desires and goals through needs-based sales tactics.
• Educated customers on online banking and mobile banking application.

• Successful management and development of relationships with Merrill Lynch clients by partnering with Financial Advisors.
• Achieve growth of client base through successful sales of Bank of America Financial Services by educating and offering a solution to Merrill Lynch clients.
• Serve as a liaison to the clients and Financial Advisors to bring a total relationship approach to banking and investments.
• Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
• Maintained excellent client relations, resulting in increased referrals and repeat business.

• Promoted to sales role, 150+ calls a week, managing a banking portfolio of affluent clients, regularly exceeding $90M in Total D&I

• While partnering with Financial Advisor, I have been able to become a driving force in new business - Averaging 3 investment referrals per week, building an COI base that yielded 50% of all appointments, opportunities, and new investment sales.

• Using Salesforce, I have consistently managed the relationship sales cycle, from cold/warm calls to financial goal consultations, successfully deepening relationships with Chase Private Client customer-base.

• Focused on customer experience, I ensured a proactive follow-up process with clients and Financial Advisors. For my efforts, I was recognized as a Culture Champion Leader in partnership with the Branch Manager.

▪ As manager on duty, I was mentored by the Branch Manager; working with him to develop and analyze scorecards, P&L reports, and branch action plans.

▪ Rated the #1 banker in the district for convenience sales and new relationship acquisition.

• Collaborated with ourFfinancial Advisors, mortgage bankers, and personal bankers to enhance the relationship with clients by providing a full range of products and services.

• Tasked with finding new lending opportunities to advance the branch’s small business footprint.

• Interfaced with small business owners to effectively cross-sell the bank’s products and services.

• Coached personal bankers on how to uncover potential new business, overcome objection, and strengthen their product knowledge.

▪ Top 3 producer in the district in Q3 2010.

▪ Increased monthly credit card sales by 40% in the first 3 months.

• I was a top 5 credit and investment producer for 2 years in a row.
• Surpassed my annual sales target by 150% in 2010.
• Helped the branch deposits grow by +23% by first understanding the customers’ needs and then fitting them with additional products and services. ▪ Meaningfully contributed to a 60% increase in convenience product sales in 2009.

• Provided excellent customer service in this fast-paced, high volume branch and owned all issues from start to finish.
• Built relationships with local businesses that drove deposit and lending growth. ▪ Consistently received #1 banker recognition from undercover shoppers’ rankings.

• Scheduled 17 employees on a weekly basis to ensure all shifts were adequately covered. Served as the Manager on Duty on the weekends.