JOSE VILLANUEVA
Miami,FL
Summary
Ambitious and driven Senior Banker with over 3 years of experience, seeking an opportunity to employ strong communication and financial product expertise to further assist clients achieve their financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
RELATIONSHIP MANAGER BUSINESS OWNER SPECIALIST
BANK OF AMERICA
07.2019 - Current
- Knowledgeable in estate and trust account requirements/openings
- Leveraged life plan tool to help uncover client's short and long term financial goals to help drive revenue and client satisfaction
- Utilized strong communication skills and product knowledge to help clients with their consumer and business needs
- Led morning business briefs to go over policies and procedures as well as best practices to develop a winning atmosphere
- Comfortable in doing outreach calls to continue developing client relationships
- Focused on operational excellence with strong understanding in responsible growth which in turns has led to perfect audits and increased revenue.
SENIOR SALES ASSOCIATE
COMCAST
03.2016 - 07.2019
- Recommended new products and services while developing rapport with customers to determine their product needs
- Consistently met and exceeded monthly sales goals
- Responded to all client inquires thoroughly and professionally.
Education
Associate of Arts - Finance
Miami Dade College
Miami, FLSkills
- Fluent in English and Spanish
- Excellent interpersonal proficiency
- Great computer and mathematical ability
- Strong capability to convey client solutions
- Great sales and negotiation expertise
- Driven, motivated and strong work ethic
- Cash Handling
Certification
- SIE AND 66 LICENSED
- Public NOTARY
Timeline
RELATIONSHIP MANAGER BUSINESS OWNER SPECIALIST
BANK OF AMERICA
07.2019 - Current
SENIOR SALES ASSOCIATE
COMCAST
03.2016 - 07.2019
Associate of Arts - Finance
Miami Dade College
Similar Profiles
Samantha DempseySamantha Dempsey
Fraud Servicing Representative at Bank of AmericaFraud Servicing Representative at Bank of America
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
Marisol BurgosMarisol Burgos
Credit Assistance Specialist II at Bank of AmericaCredit Assistance Specialist II at Bank of America
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
Yennifer NimoYennifer Nimo
Registered Medical Assistant at Guidewell SanitasRegistered Medical Assistant at Guidewell Sanitas