Joaquin Prieto (Jason)
Smyrna,GA
Summary
Bilingual banker management experienced with 23 years of experience. Multi tasking interpersonal skills to maintain 99.60% of customer satisfaction ratings to enhance client's financial goals and experience seeking a chance to develop my banking career.
Overview
15
15
years of professional experience
Work History
Senior Relationship Banker/Universal Lead
Truist Bank
10.2018 - Current
- Help clients select financial products and services, offer loans and provide advice of business financial matters.
- Collaborate with other branches to support staffing in different positions of region. Leadership in sales, service and company's code of ethics.
Assistant Branch Manager, Operations
PNC Bank
03.2012 - 09.2018
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Supervised team of 3 branch employees and made recommendations regarding performance evaluations.
Personal/Business Banker
Wells Fargo
07.2008 - 02.2012
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
Education
Bachelor of Arts - Communications And Marketing
Miami International University
Miami, FL05.2003
Skills
- Bilingual: Spanish Proficient
- Policy Development and Implementation
- Relationship Building and Management
- Customer Service A
- Financial Services
Languages
Spanish
Native or Bilingual
Timeline
Senior Relationship Banker/Universal Lead
Truist Bank
10.2018 - Current
Assistant Branch Manager, Operations
PNC Bank
03.2012 - 09.2018
Personal/Business Banker
Wells Fargo
07.2008 - 02.2012
Bachelor of Arts - Communications And Marketing
Miami International University
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