Jonathan Montalvo Vargas
Sanford,FL
Summary
Accomplished branch banker with 3 years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.
Innovative IT Support Specialist with experience in selecting and setting up diverse technical equipment. Strong written and oral communication skills resulting in knowledgeable, satisfied customers. Excellent instructional and problem-solving skills reduce concerns related to new technology. Relentless professional known for working hard to determine risk levels. A well-spoken Fraud mitigation expert promoting exemplary talents in reviewing accounts and identifying issues.
Overview
5
5
years of professional experience
Work History
Branch Banker
PNC Bank
05.2021 - Current
- Acquired and deepened the branch customer base
- Drove proactive sales conversations
- Presented products and services to customers using in-depth knowledge to answer questions.
- Complied with established internal controls and policies.
- Excelled at bank operations
- Helped customers prepare documents required to complete transactions and process requests.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Assistant Manager
Amscot Financial
09.2019 - 05.2021
- Mentored team members to enhance professional development and accountability in workplace.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- monitor all cash transactions and trends to avoid any Fraud or money laundering.
Intern
University of Puerto Rico
01.2019 - 05.2019
- Ensured all computer software were up to date
- Installed new printers received by the department
- Troubleshot any hardware equipment that was not working properly
- Sorted and organized files, spreadsheets, and reports.
- Explored new technologies and approaches to streamline processes.
- Facilitated successful completion of projects from concept to launch.
- Gathered, organized and input information into digital database.
Education
BS in Management of Information Systems -
University of Puerto Rico Mayaguez Campus
05.2019
Skills
- Communication skills
- Bilingual
- Hardware troubleshooting
- Customer service
- AML mitigation
- CTR reporting
- Leadership
- Hardware installation
- Financial product knowledge
- Banking document preparation
- Account Monitoring
- Transaction monitoring
- Branch operations
Timeline
Branch Banker
PNC Bank
05.2021 - Current
Assistant Manager
Amscot Financial
09.2019 - 05.2021
Intern
University of Puerto Rico
01.2019 - 05.2019
BS in Management of Information Systems -
University of Puerto Rico Mayaguez Campus
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