John Millan
Hollywood,FL
Summary
Results-driven Business Banker known for high productivity and efficient task completion. Specialize in financial analysis, risk management, and client relationship building. Excel in communication, strategic planning, and problem-solving to deliver exceptional service and meet all client needs.
Overview
10
10
years of professional experience
Work History
Business Banker
Wells Fargo Bank, N.A.
Pembroke Pines, FL
10.2022 - 12.2024
- Executed transactions related to loans including origination, closing, disbursement and servicing activities.
- Reviewed loan documents for accuracy prior to submission for approval process.
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Monitored client accounts on a regular basis to identify potential problems or opportunities for improvement.
- Presented new product offerings to prospective clients at seminars and conferences.
- Developed and maintained strong relationships with clients to ensure satisfaction of their banking needs.
- Built positive and productive customer connections to drive consistent sales.
- Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.
- Assisted in the development of business plans, loan applications, cash flow projections, and other financial documents.
- Attended networking events in order to build relationships with potential clients.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Personal Banker
Wells Fargo Bank, N.A.
Weston, FL
01.2015 - 10.2022
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Executed wire transfers of funds in compliance with banking best practices.
- Responded promptly to customer emails, phone calls and requests for information.
- Used product knowledge and abilities to execute consumer loans and other services.
- Maintained and built strong client relationships through quality, personalized interactions.
Education
High School Diploma -
Christian Academy
Miami, FL05-2007
Skills
- Cash flow forecasting
- Cross-selling products
- Problem-solving
- Workplace training
- Service sales
- Coaching and mentoring
- Risk management
- Teamwork
Languages
English
Professional
Spanish
Professional
Portuguese
Professional
Timeline
Business Banker
Wells Fargo Bank, N.A.
10.2022 - 12.2024
Personal Banker
Wells Fargo Bank, N.A.
01.2015 - 10.2022
High School Diploma -
Christian Academy
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