Summary
Overview
Work History
Education
Skills
Timeline
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Hector Rosell

Miami,FL

Summary

Highly-motivated and results-driven professional with seven years in the banking industry. Polished in branch management with strong leadership and communication skills. Having a strong sense of team culture it is always my goal to maintain branch staff motivated and involved in daily sales and operational responsibilities to exceed the bank's expectations with a high level of accuracy. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities by offering clients solutions to their financial needs at a consumer and business level. Very honest individual with strong work ethic and moral values.

Overview

9
9
years of professional experience

Work History

Banking Specialist IV (Assistant Manager)

Amerant Bank
Doral, FL
03.2022 - Current
  • As a Banking Specialist level IV, I have an assistant manager role, analyzing branch sales behaviors data to ensure sales goals are being met on a weekly basis. It is my duty to perform and delegate all branch audits and operations with a high level of accuracy.
  • Supervised and trained staff on service techniques, boosting overall customer satisfaction.
  • Created and maintained large client base by meeting needs and delivering exceptional customer service.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Dealt with customer complaints and rectified product and service issues.
  • Small business lending expert specializing in business lines of credits, equipment loans, credit cards, always working hand in hand with my business banking market leader.
  • Consumer lending expert (HELOCs, unsecured loans and lines of credits, car loans, credit cards, mortgage.).

Store Supervisor

TD Bank
North Miami, FL
02.2020 - 03.2022
  • Performed all branch audits and operations with a high level of accuracy.
  • Reviewed schedules to keep stores under leadership properly staffed.
  • Supervised and trained staff on service techniques, boosting overall customer satisfaction.
  • Planned shift activities, assigned duties and supervised employees.
  • Developed and maintained relationships with customers and assisted in generating sales opportunities.
  • Advised customers on bank products, services and financial planning options.
  • Performed business and consumer lending.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Dealt with customer complaints and rectified product and service issues.

Senior Customer Service Representative II

TD Bank
North Miami, FL
11.2018 - 02.2020
  • Responsible for business and consumer lending, focused on business lines of credit, business credit cards, HELOCs, etc...
  • Assisted customers by answering questions, addressing concerns and providing current account information.
  • Educated customers about products, pricing and policies to address and resolve issues.
  • Memorized company products and services to answer customer questions quickly and capitalize on upsell opportunities.
  • Evaluated customer account information to assess current issues and determine potential solutions.
  • Delivered expert technical support to over 6 customers per shift on average, resolving 100% of issues.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Monitored customer accounts to track outstanding issues and implement new solutions.
  • Participated in branch operation duties.

Financial Relationship Consultant

Regions Bank
Miami, FL
06.2017 - 11.2018
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Advised customers on bank products, services and financial planning options.
  • Modified, opened and closed customer accounts.
  • Verified amounts and integrity of every check or funds transfer.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Performed business and consumer lending, mostly business lines of credit and business credit cards.
  • Participated in branch operation duties.

Sales Associate

The Home Depot
Miami, FL
03.2015 - 06.2017
  • Sold various products by explaining unique features and educating customers on proper application.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Answered incoming telephone calls to provide store, products and services information.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.

Education

High School Diploma - High School

American Worldwide Academy
2015

Skills

  • Seven years of Banking experience (Cross-trained)
  • Over five years of experience in branch management
  • Over nine years of cash handling experience
  • Expert in branch operations
  • Strong leadership skills
  • Highly knowledgeable about all bank products in the market
  • Business lending (lines of credits, credit cards, equipment loans, etc)
  • Consumer lending (HELOCs, unsecured loans, credit cards, etc)
  • Excellent Customer Service
  • Excellent communication and interpersonal skills
  • Bilingual (English & Spanish)

Timeline

Banking Specialist IV (Assistant Manager)

Amerant Bank
03.2022 - Current

Store Supervisor

TD Bank
02.2020 - 03.2022

Senior Customer Service Representative II

TD Bank
11.2018 - 02.2020

Financial Relationship Consultant

Regions Bank
06.2017 - 11.2018

Sales Associate

The Home Depot
03.2015 - 06.2017

High School Diploma - High School

American Worldwide Academy

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Hector Rosell