Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Accomplishments
References
Timeline
Generic

Ivan Escobedo

San Juan,TX

Summary

Resourceful individual with a solid financial background in sales and consumer lending skills. Practices strategic administration, can manage banking operations and handles all with integrity. Committed financial advisor that believes in building strong lasting customer relations. Bringing 6 years of overall managerial experience.

  • Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.
  • Hands-on, client-oriented banking professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Senior Banker II

PNC Bank
MISSION , TX
10/12/21 - Current

Experienced the conversion from BBVA to PNC. It was not an easy transition, we had to learn new software’s, procedures and a whole more in a short period. My duties are to provide excellent customer service, solutions, and a great experience. I’m currently in a manager program which I’m in charge on running morning huddles, quick starts, and other manager duties. I’m also often sent to different branches to take charge when managers are out.

  • Developed and maintained relationships with customers to ensure customer satisfaction.
  • Analyzed financial data and provided advice on appropriate banking services for clients.

FINANCIAL SOLUTIONS CONSULTANT

BBVA Compass Bank
MISSION, TX
05/01/19 - 10/11/21

Assist as a full Financial Solutions Consultant to guide customers with their finances and find the right solutions for their needs. Areas of aid include, consolidating debt, going over their debts and assets as well as any business questions they have regarding personal or commercial financials.

  • Developed and implemented customized strategies to meet client needs.
  • Collaborated with clients to develop action plans to address specific challenges and objectives.

Sales Representative

IBC Bank
MCALLEN, TX
03.2016 - 05.2019

Presented the best available products for both personal and commercial clients. Establish rapport, provide excellent customer service and maintained a relationship with customers by ensuring to follow up. Job duties: opening accounts, CDs, Loans, Credit Cards, safe boxes and referring them to the correct department (mortgage, merchant, insurance and investments).

  • Developed and maintained relationships with existing clients to ensure customer satisfaction.
  • Analyzed customer feedback to improve products and services.
  • Generated new sales leads through cold calling and networking activities.

SOCCER COACH

PLAZA SPORT CENTER
MCALLEN, TX
07/01/14 - Current

Soccer coach committed to teaching the skill sets needed for the sport to a league of young athletes. Introduces responsibility to carry both in and out of practice. Prepares them for the future, helps with their development skills and provides a positive atmosphere whether they win or lose. Maintains a healthy and safe environment, and ensures there is fair play. Manages leagues schedules and conducts weekly team meeting with both athletes and coaches.

  • Mentored athletes on sportsmanship and teamwork skills in order to build a positive team dynamic.
  • Organized and led drills to improve player technique and tactical awareness.
  • Developed team strategies, tactics, formations, and set plays for competitive matches.

LEAD OPERATOR

BOBCAT PRODUCTION TESTING
MCALLEN, TX
02.2012 - 04.2013

Operator in the flow back crew in charge of inspection of various types of high pressures, measuring amounts of oil, gas, water, and working with the manifold.

  • Developed and implemented process improvements to increase production efficiency.
  • Monitored machine operations and ensured adherence to safety regulations.
  • Performed daily maintenance checks and troubleshooting of equipment malfunctions.

Customer Service Representative

BELL FINANCE CO
MCALLEN, TX
05.2009 - 11.2011

Provide customers information with the best lending options available for them. Make Process loan applications, credit reports and other financial information. Make sure all is balanced at the end of the day.

  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Answered customer inquiries and provided accurate information regarding products and services.

CUSTOMER SERVICE REPRESENTATIVE

PENCRO ASSOCIATES INC
MCALLEN, TX
01.2007 - 03.2009

Assist clients with the services to make payments over the phone and maintenance accounts need and fees as well as other related needs with Bank of America

  • Managed customer accounts by obtaining payment information and updating records.
  • Verified customer account balances and processed payments accordingly.
  • Maintained accurate records of all collection activities in the system database.

Education

Bachelor of Arts - BUSSINESS ADMINISTRATION

STCC
McAllen, TX
05-2013

High School Diploma -

VALLEY VIEW HIGH SCHOOL
HIDALGO, TX
05-2006

Skills

  • Employee Training Assistance
  • Cross-Selling and Partner Referrals
  • Loan Closing
  • Dual Control Vaults
  • Products and Services Knowledge
  • Bank Sales
  • New Account Setup
  • Prospect Calling
  • Product Promotion
  • Financial Institution Regulations
  • Regulatory Compliance
  • Customer Service
  • Consumer Banking
  • Security Protocols
  • Documentation Skills
  • Investment Advice
  • Employee Motivation
  • Financial Processes Understanding
  • Operational Efficiency
  • Portfolio Management
  • Analyzing Data
  • Operations Understanding
  • Customer Relationship Management
  • Team Member Development
  • Wealth Management
  • Operational Support

Affiliations

  • Interest in self development
  • Intramural Sporting Activities
  • Coaching Plaza Sport Center
  • Volunteering

Certification

  • NMLS ID 1846501
  • FUTBOL BASE

Languages

Spanish
Native/ Bilingual
English
Full Professional

Accomplishments

  • I-LEAD BY EXAMPLE AWARD 2022,2023
  • MARKET ALLSTAR 2020,2021,2022, 2023
  • MVP 2020,2021,2022,2023
  • #1 TOTAL SAVINGS MONEY MARKET
  • WEST HUB MVP
  • #1 TOTAL HOME EQUITY UNITS
  • #2 TOTAL CONSUMER OVERALL SALES
  • MANAGER PROGRAM

References

Enrique Martinez - PNC Bank/Manager

(956)455-6179

Alma Caso - Plaza Sport Center/CEO

(956)821-5843

Olimpo Salinas - IBC Bank/Financial Advisor

(956)624-2405

Jorge Escobedo - Vantage Bank

(956)250-4505

Timeline

Sales Representative

IBC Bank
03.2016 - 05.2019

LEAD OPERATOR

BOBCAT PRODUCTION TESTING
02.2012 - 04.2013

Customer Service Representative

BELL FINANCE CO
05.2009 - 11.2011

CUSTOMER SERVICE REPRESENTATIVE

PENCRO ASSOCIATES INC
01.2007 - 03.2009

Senior Banker II

PNC Bank
10/12/21 - Current

FINANCIAL SOLUTIONS CONSULTANT

BBVA Compass Bank
05/01/19 - 10/11/21

SOCCER COACH

PLAZA SPORT CENTER
07/01/14 - Current

Bachelor of Arts - BUSSINESS ADMINISTRATION

STCC

High School Diploma -

VALLEY VIEW HIGH SCHOOL
Ivan Escobedo