Joseph Freitas
Ft. Pierce
Summary
Looking forward to the opportunity to grow my career with Bank Of America as a Financial Solutions Advisor and expand on my current knowledge of building and deepening relationships with our clients and especially our high net worth Preferred Rewards clients. I know with my experience and exceptional customer service skills that I would be a great addition to this role.
Overview
9
9
years of professional experience
Work History
RMBOS/Senior Banker
Bank of America
Port Saint Lucie, FL, Jupiter, FL
05.2022 - Current
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Mentored Relationship Bankers, sharing knowledge and expertise to foster professional growth within the team.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Consistently performed and met all behaviors such as digital strategies and partner referral's.
Relationship Banker
Bank of America
Port Saint Lucie, FL
09.2020 - 05.2022
- Processed customer requests for statements, ordering additional checks and updating personal information.
- Presented new and additional products and services to existing customer's.
- Improved operations through consistent hard work and dedication.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Answered customer questions and explained available services, deposit accounts and other products.
- Backed up teller team by handling needs of new and existing customer's.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
Teller
PNC Bank
Port Saint Lucie, FL
04.2018 - 08.2020
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, service charges or service opportunities.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust and optimized sales opportunities.
- Referred to appropriate representative or line of business for cross-sell opportunities.
- Back up to Head Teller, controlled vault when prompted.
Cashier
Publix
Port Saint Lucie, FL
07.2015 - 04.2018
- Greeted customers entering store and responded promptly to customer needs
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Helped customers complete purchases, locate items and join rewards programs.
- Mentored new team members on POS system operations, customer service strategies and sales goals.
- Was top performer in seasonal sales goals.
Education
High School Diploma -
St. Lucie West Centennial High School
Port Saint Lucie, FL05.2015
Skills
- Financial Advising
- Relationship building and management
- Cash Handling
- Sales Expertise
- Hardworking
- Adapt well to change
- Excel in team work environment
- Notary Public
- Eager to teach
- Excellent Customer Service skills
Accomplishments
- Recognized as top performing teller at PNC.
- Top performer in seasonal sales goals during my time with Publix.
- Was recognized as top talent Relationship Banker within the market affording me the opportunity of quickly being promoted to a Senior Banker after a year and a half.
Timeline
RMBOS/Senior Banker
Bank of America
05.2022 - Current
Relationship Banker
Bank of America
09.2020 - 05.2022
Teller
PNC Bank
04.2018 - 08.2020
Cashier
Publix
07.2015 - 04.2018
High School Diploma -
St. Lucie West Centennial High School