Juan Bernal
San Antonio,TX
Summary
Motivated Individual versed in a number of expertise and self diven to exceed expectations and able to operate effectively in high-pressure environments. Seeking to build long-term career with established company.
Accomplished banker offering extensive experience in all facets of accounts payable, accounts receivable, payroll and financial reporting. Highly skilled at analyzing information and identifying areas of improvement aimed at increasing profitability. Dedicated to helping businesses reduce operating expenditures and maximize revenue.
Overview
16
16
years of professional experience
Work History
Owner/Operator
The Rustic Attic Boutique
San Antonio, TX
09.2019 - Current
- Monitored financial performance of the business on a weekly basis to ensure fiscal responsibility.
- Provided leadership support for team members through coaching and mentorship programs.
- Created marketing strategies to drive revenue and increase brand visibility.
- Established pricing models that balanced competitiveness with profitability goals.
- Developed business plan and budget to maximize profitability.
- Conducted regular performance reviews of staff members to ensure efficiency and productivity goals were met.
- Calculated net income and adjusted strategies to increase income and bottom-line profits.
Branch Banker
Bb&t Corp.
Winston Salem, NC
10.2018 - 09.2019
- Liaised between bank branches regarding best practices and operations
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts
- Warmly welcomed customers and offered pleasant service during entire transaction, which improved satisfaction ratings by 80%
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction
- Processed sales referrals and promoted bank services and products, resulting in over 40% branch sales increase
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Met or exceeded sales goals by promoting bank products and services in every interaction
- Helped customers open and close accounts, apply for loans and make sound financial decisions
Assistant Manager/Director of Operations
BBVA/ COMPASS
San Antonio, TX
02.2016 - 10.2018
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Organized training sessions for new hires to familiarize them with the workplace environment
- Supervised daily operations including scheduling shifts, assigning duties.
- Ensured compliance with safety regulations and company policies.
- Monitored employee attendance records, timekeeping, and payroll information.
- Maintained accurate records of sales transactions using point-of-sale systems.
- Communicated regularly with customers to gain insights into their needs.
- Collaborated with management on developing strategic plans for achieving business goals.
Personal Banker
Bank Of America
Charlotte, NC
03.2008 - 12.2015
- Prepared bank statements, deposits and other forms with accuracy and speed
- Entered weekly sales and customer count sheets for review by management
- Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings
- Enhanced customer satisfaction ratings, managing all client inquires and outstanding payment discrepancies through resolution
- Assisted senior leadership by processing all documents for the business day , ensuring timely completion
- Updated confidential employee banking information with accuracy and speed
- Eliminated financial discrepancies, accurately reporting figures and account balances to senior leadership
- Automated office operations by managing client correspondence, filing, record tracking and data communications
- Prepared all documents for financial audits and presented audit findings to senior management
Education
Some College (No Degree) - General Studies
St Philips College
1801 Martin Luther King San Antonio ,Texas 782032019
Some College (No Degree) - English Composition, College Algebra , Writ
University of Houston - Victoria
Victoria, TXSkills
- Branch operations
- Financial strategy management
- Sales growth
- Developing financial plans
- Client services
- Decision-making ability
- Strong sense of banking ethics
- MS Office proficient
- Bilingual in Spanish
- Uncompromising work ethic
- Strong work ethic
- Reliable
- Detail-oriented
- Organized
- Hardworking mentality
- Exceptional customer service
- Research/due diligence
Affiliations
Number of Gold, Silver and Bronze awards .
Timeline
Owner/Operator
The Rustic Attic Boutique
09.2019 - Current
Branch Banker
Bb&t Corp.
10.2018 - 09.2019
Assistant Manager/Director of Operations
BBVA/ COMPASS
02.2016 - 10.2018
Personal Banker
Bank Of America
03.2008 - 12.2015
Some College (No Degree) - General Studies
St Philips College
Some College (No Degree) - English Composition, College Algebra , Writ
University of Houston - Victoria
Similar Profiles
Maxwell AndersonMaxwell Anderson
Landscaper at Rustic Floral Boutique LLCLandscaper at Rustic Floral Boutique LLC
Rebecca RutledgeRebecca Rutledge
Owner at The Attic BoutiqueOwner at The Attic Boutique
Madison McKinnonMadison McKinnon
Receptionist at Rustic Rose salon & BoutiqueReceptionist at Rustic Rose salon & Boutique
Karen VasquezKaren Vasquez
Registrar at Urban Champions AcademyRegistrar at Urban Champions Academy
JAH RUIZJAH RUIZ
Home Maintenance Tech at Self-employeed ContractorHome Maintenance Tech at Self-employeed Contractor