Joshua Hernandez
Kissimmee,FL
Summary
Experienced financial professional with more than 10 years in management, sales and customer service. Seeking a leadership role that leverages my managerial, problem-solving and communication skills with opportunities for growth in business administration and overall business success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Member Education and Development Advocate I
Partners Federal Credit Union
01.2022 - Current
- Facilitated developmental activities such as workshops and presentations to network and generate new leads with members and branch staff.
- Instructed product training and informational seminars and workshops for members to increase sales and engagement of the members.
- Educated cast members and credit union members on PFCU products and services, Including financial counseling to increase sales and Member understanding of credit.
Member Service Representative II
Partners Federal Credit Union
12.2021 - 01.2022
- Successfully opened and managed accounts, loans applications, line of credit and credit card applications for Members.
- Identified members' financial needs and recommended suitable banking products.
- Performed a variety of banking transactions such as
- Managed risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrated a heightened scrutiny to identify and avoid loss.
Personal Banker
PNC BANK
02.2018 - 12.2021
- Contribute to the attainment of bank office sales goals and relative objectives by promoting products and services.
- Develop business relationships with potential customers through sales calls, networking and outside promotion events.
- Assisted multiple customers daily with opening new accounts and providing personalized financial advice.
- Processed loan applications and identifying creditworthiness of applicants ensuring their financial needs are met.
- Participate on high performing team through coaching and development of new branch team members.
- Lead through influence and impact a broad ecosystem of partners by communicating effectively.
Skills
- Teamwork: Able to work with a team of associates effectively and efficiently on tasks
- Account and customer acquisition focus: Successful in acquiring prospective customers and business accounts
- Sales driven strategist
Technical Skills:
Microsoft Suite; EDGE; Genesys; Salesforce; Akcelerant; Liberty Check System; Check 21; Onbase; Opening Act; Springboard; Verafin; Symitar; Xperience and Coconut
Certification
- Lehigh Carbon Community College | Associate of Arts 2012 - Liberal Arts And General Studies
- Certified Credit Union Financial Counselor
- National Mortgage Licensing System (NMLS)
- Mortgage Loan Officer (MLO)
Languages
- Spanish, Native speaker
- Brazilian Portuguese, Intermediate
Timeline
Member Education and Development Advocate I
Partners Federal Credit Union
01.2022 - Current
Member Service Representative II
Partners Federal Credit Union
12.2021 - 01.2022
Personal Banker
PNC BANK
02.2018 - 12.2021