Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Languages
Timeline
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HILDA AZCONA

Highland Falls,NY

Summary

Promote culture of continuous improvement to maintain adaptable and responsive organizations ready for changing market conditions and business demands. Expert in banking operations and successful strategies for enhancing operations, profits and performance.

Overview

14
14
years of professional experience

Work History

Financial Center Managing Director

Sterling National Bank
Orangeburg, NY
09.2020 - Current
  • Actively identify, coach, motivate and support colleagues so they can provide an outstanding service to our clients.
  • Assessed colleagues performance and developed improvement plans.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Met with clients to assess needs and propose customized solutions.
  • Met deadlines by proactively managing individual and team tasks.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Developed and delivered sales presentations in order to highlight product and service quality.
  • Managed Personal Banker and CSAs to exceed sales goals.
  • Supervised work of 1 Personal Banker and 2 CSAs.
  • Review of new accounts.
  • Establish accounts for business and consumers clients.
  • Maintain audit control of all branch operational functions and processes.
  • Ensure monthly audit, security policies and procedures are followed in accordance with bank policy and federal regulations.

Client Service Manager

Sterling National Bank
Orangeburg And Congers, NY
09.2018 - 09.2020
  • Manage daily operations of the branch.
  • Ensuring bank policies and procedures are followed.
  • Ensure monthly audit, security policies and procedures are followed in accordance with bank policy and federal regulations.
  • Maintain audit control of all branch operational functions and processes.
  • Trained and developed new colleagues in alignment with branch service standards and objectives.
  • Trained CSA and equipped to comply with company policies and procedures.
  • Supervised colleagues and made recommendations regarding performance evaluations.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Provide friendly and welcoming environment to colleagues and clients.
  • Collaborated with CSA and personal bankers to exceed sales goals.
  • Demonstrated knowledge of branch financial products, including loans and lines of credit.
  • Establish accounts for business and consumers clients.
  • Review of new accounts.
  • Ensure daily overdraft reports are completed in a timely manner.
  • Maintained confidentiality of bank records and client information.

Licensed Personal Banker

Sterling National Bank
Yonkers, NY
08.2017 - 09.2018
  • Provide outstanding customer service to all bank clients.
  • Assist clients with financial planning and new accounts.
  • Proactive manage assigned clients to build long-lasting relationships.
  • Make Sales calls to clients and make appointment to ensure my sales goals are met.
  • Performs other duties as assigned.

Relationship Banker/Small Business Specialist/MOD

JPMorgan Chase
YONKERS, NY
06.2015 - 08.2017
  • Achieved monthly targets.
  • Proactive manage assigned clients to build long-lasting relationships.
  • Conduct cross-sells and develop referrals to create new business.
  • Call clients to follow up and propose new products.
  • Schedule appointment for clients to meet with Financial Advisor, Business Relationship Manager and Mortgage Banker.
  • Manages the bank in the absence of the Branch Manager. Handles difficult situations and ensuring a high level of customer service.
  • Assist business clients in opening of new account. Meet and exceed small business goals with regulatory compliance and highest ethical standards.
  • Consistently work with small business clients, to build and discover their financial needs.

Personal Banker

JPMorgan Chase
Yonkers, NY
06.2013 - 06.2015
  • Maintained friendly and professional client interaction at all time.
  • Delivered exceptional service by greeting and serving clients in a timely and friendly manner.
  • Resolve clients complaints.
  • Ability to coordinate with team members to resolve clients issues.
  • Identified new business opportunities and new clients to the bank.
  • Build lasting relationships with new clients and deepen relationships with current clients.

Senior Teller

JPMorgan Chase
Yonkers, NY
11.2010 - 06.2013
  • Adhere to bank policies and procedures and apply a high degree of accuracy to process transactions in a timely manner.
  • Ensure exceptional levels of customer service are met by using the Five Keys to a great customer experience.
  • Vault Custodian; Ordered daily supply of cash and counted incoming cash to verify accuracy.
  • Maintain and balance my cash drawer daily as well as the ATM machine.
  • Knowledge of teller express and teller duties.

Education

Associate of Applied Science - Accounting

Hostos Community College Of The City University Of New York
The Bronx, NY
05.2012

Skills

  • Strong customer relations
  • Detail oriented/good organizational skills
  • Strong communication skills
  • Excellent ability to adapt to difficult situations
  • Complex problem solving
  • Microsoft Word, Excel, Power Point and Quickbooks
  • Mentoring and training
  • Sales
  • Policies and Procedures Implementation
  • Employee relations and conflict resolution

Accomplishments

  • Recognized as one of the strongest operational teams in Region 2.
  • Repeatedly received recognition from superiors for excellence in service.
  • Top Financial Center for the month of May 2019.
  • Top Banker for Westchester Southeast Market in 2016.
  • Earned the National Achiever award in 2014.

Additional Information

FINRA - Life Insurance License

Languages

Bilingual: Spanish (fluent)

Timeline

Financial Center Managing Director

Sterling National Bank
09.2020 - Current

Client Service Manager

Sterling National Bank
09.2018 - 09.2020

Licensed Personal Banker

Sterling National Bank
08.2017 - 09.2018

Relationship Banker/Small Business Specialist/MOD

JPMorgan Chase
06.2015 - 08.2017

Personal Banker

JPMorgan Chase
06.2013 - 06.2015

Senior Teller

JPMorgan Chase
11.2010 - 06.2013

Associate of Applied Science - Accounting

Hostos Community College Of The City University Of New York

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HILDA AZCONA