FRANCELI SALCEDO
Summary
Accomplished Senior Banker at Bank of America, adept in Portfolio Management and Customer Relationship Management, significantly expanded the customer base through strategic cross-selling and exceptional service. Mentored teams towards operational excellence, championing digital initiatives that enhanced productivity. Proven leadership and critical thinking skills underscore a track record of fostering client loyalty and driving sales targets. Veteran banking professional dedicated to team and business success. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Analytical and detail-oriented with a demonstrated record of accomplishment in meeting sales and service goals.
Overview
9
9
years of professional experience
Work History
Senior Banker
Bank Of America
08.2019 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
- Championed digital transformation initiatives within the department, modernizing systems for increased productivity and streamlined workflow processes.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Discussed financial options with clients and provided informed suggestions.
Relationship Banker
Bank Of America
01.2018 - 06.2019
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
CSR
Bank Of America
08.2015 - 12.2017
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Processed transactions accurately and efficiently, such as deposits, withdrawals, transfers, check cashing, loan payments, and cashier's checks.
- Cash management count and package cash at the beginning and end of each shift,reconcile cash drawers, and turn in damaged or excess currency.
Education
Associate Business Management - Business Administration And Management
Brigham Young University
Provo, UT05.2017
Skills
- Operational Efficiency
- Analyzing data
- Customer Relationship Management
- Team member development
- Portfolio Management
- Cross-Selling Products
- Operations understanding
- Critical Thinking
- Computer Skills
- Team Collaboration
- Team Leadership
- Decision-Making
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Senior Banker
Bank Of America
08.2019 - Current
Relationship Banker
Bank Of America
01.2018 - 06.2019
CSR
Bank Of America
08.2015 - 12.2017
Associate Business Management - Business Administration And Management
Brigham Young University
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