JAVIER LAMAR
Miami,FL
Summary
Client-focused and Banking Sales Representative with 11+ years of providing solutions. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services, and branch operations.
Overview
20
20
years of professional experience
Work History
Senior Banker
Bank of America
Miami, FL
09.2022 - 03.2026
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- 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.
- Leveraged networking events to build connections with potential clients, fostering brand awareness in target markets.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
- Led team in delivering tailored financial solutions to enhance client satisfaction and retention.
Personal Banker
Wells Fargo
Miami, FL
02.2015 - 08.2021
- Submitted loan applications to the underwriter for verification and recommendations.
- Successfully closed an average of 4-6 loans per month.
- Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Received “Employee of the Quarter” service award.
- Maintained strict confidentiality of bank records and client information.
- Answered clients\' questions about the purposes and details of financial plans and strategies.
- Assessed clients\' financial situations to develop strategic financial planning solutions.
- Alerted customers to upcoming sales events and promotions.
- Handled all customer relations issues in a gracious manner and in accordance with company policies.
- Educate customers to incite excitement about the company\'s mission and values.
- Shared best practices for sales and customer service with other team members to help improve the store\'s efficiency.
- Mentored new sales associates to contribute to the store\'s positive culture.
- Determined customer needs by asking relevant questions and listening actively to the responses.
Teller
Wells Fargo
Miami, FL
05.2010 - 09.2015
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Organized, stocked and maintained the teller window area.
- Exceeded quarterly sales goals by 120 %.
- Handled various accounting transactions.
- Sold cashier\\'s checks, traveler\\'s checks and money orders.
- Processed exchange and foreign currency.
- Advised clients on mortgage, educational and personal loans.
- Maintained friendly and professional customer interactions.
- Collected member loan payments.
Sales & Customer Service
AT&T
Miami, FL
01.2009 - 05.2010
- Effectively managed a high-volume of inbound and outbound customer calls.
- Met or exceeded service and quality standards every review period.
- Improved call center functionality and service capacity by resolving customer complaints efficiently and quickly.
- Analyzed call volume and average call time to monitor Customer Service Representative performance and productivity.
- Managed high call volume with tact and professionalism.
- Resolved service, pricing and technical problems for customers by asking clear and specific questions.
- Referred unresolved customer grievances to designated departments for further investigation.
- Defused volatile customer situations calmly and courteously.
- Met or exceeded service and quality standards every review period.
- Developed all process controls and metrics for daily management of the Call Center.
Sales Associate
CVS Caremark
Miami, FL
04.2006 - 12.2008
- CVS Caremark 650 NW 27 AVE Operated a cash register for cash, check and credit card transactions with 100 % accuracy.
- Stocked and replenished merchandise according to store merchandising layouts.
- Priced merchandise, stocked shelves and took inventory of supplies.
- Cleaned and organized the store, including the checkout desk and displays.
- Alerted customers to upcoming sales events and promotions.
- Identified potential shoplifters and alerted management.
- Handled all customer relations issues in a gracious manner and in accordance with company policies.
- Welcomed customers into the store and helped them locate items.
- Educated customers about the brand to incite excitement about the company\\'s mission and values.
- Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
Education
Associate of Science - Accounting Technology And Bookkeeping
South Florida Institute of Technology
Miami, FL06.2014
High School Diploma -
Florida Christian Academy
Miami, FL2009
Skills
- Loans
- Financial Product Knowledge
- Financial services
- Relationship building and management
Accomplishments
- Consistently maintained [100]% or better of established production goals.
- Built client base of surpassing customer retention and business development goals.
Timeline
Senior Banker
Bank of America
09.2022 - 03.2026
Personal Banker
Wells Fargo
02.2015 - 08.2021
Teller
Wells Fargo
05.2010 - 09.2015
Sales & Customer Service
AT&T
01.2009 - 05.2010
Sales Associate
CVS Caremark
04.2006 - 12.2008
High School Diploma -
Florida Christian Academy
Associate of Science - Accounting Technology And Bookkeeping
South Florida Institute of Technology