Summary
Overview
Work History
Education
Skills
Work Availability
Accomplishments
Timeline
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Glenis Moreno

Glenis Moreno

Miami,FL

Summary

Accomplished banking professional bringing 10 years of progressive experience establishing and servicing accounts. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.

Overview

10
10
years of professional experience

Work History

Private Banker

Bank Of America
10.2022 - 09.2023
  • Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
  • Developed tailored solutions to meet individual banking needs.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Maintained long-term relationships with clients through regular communication, proactively addressing concerns, and providing market updates.
  • Developed customized wealth management plans to help clients achieve their financial objectives, including retirement planning and tax-efficient strategies.

GWIM Operations

Bank Of America
07.2018 - 10.2022
  • Improved financial reporting accuracy by reviewing and analyzing complex operational accounting transactions.
  • Enhanced internal controls by implementing efficient accounting procedures and processes.
  • Reduced errors in financial data entry through meticulous verification of journal entries and account reconciliations.
  • Streamlined the month-end closing process by effectively managing deadlines, resources, and activities.
  • Facilitated smooth communication between finance team members through regular meetings, updates, and training sessions.

Home Loans Inbound Specialist/Senior Associate

Bank Of America
03.2018 - 07.2018
  • Improved customer satisfaction by promptly addressing inbound inquiries and providing accurate information.
  • Streamlined communication channels for better efficiency and increased productivity within the team.
  • Resolved complex customer issues by collaborating with cross-functional teams and utilizing problem-solving skills.
  • Enhanced customer relationships through empathetic listening, understanding client needs, and offering tailored solutions.
  • Assisted in training new hires, ensuring a thorough understanding of company policies, procedures, and tools used in daily tasks.

Home Loans Inbound Specialist

Bank Of America
10.2015 - 03.2018
  • Resolved complex customer issues by collaborating with cross-functional teams and utilizing problem-solving skills.
  • Enhanced customer relationships through empathetic listening, understanding client needs, and offering tailored solutions.
  • Expedited order processing and reduced errors by maintaining accurate records of customer interactions in CRM systems.
  • Maintained compliance with industry regulations while handling sensitive customer data, ensuring privacy protection at all times.
  • Proactively identified process improvements to optimize workflow efficiency within the inbound specialist team.

Teller

TD Bank
09.2013 - 10.2015
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.

Education

Associate of Science - Business Administration

Southern New Hampshire University
Manchester, NH
11.2021

Skills

  • Cross-Selling Expertise
  • Giving Presentations
  • Goal Planning
  • Conflict Resolution
  • Problem Solving

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Collaborated with team of 10 in the development of life of the loan tour.
  • Resolved product issue through consumer testing.
  • Supervised team of 15 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Timeline

Private Banker

Bank Of America
10.2022 - 09.2023

GWIM Operations

Bank Of America
07.2018 - 10.2022

Home Loans Inbound Specialist/Senior Associate

Bank Of America
03.2018 - 07.2018

Home Loans Inbound Specialist

Bank Of America
10.2015 - 03.2018

Teller

TD Bank
09.2013 - 10.2015

Associate of Science - Business Administration

Southern New Hampshire University

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Glenis Moreno