Summary
Overview
Work History
Education
Skills
ACTIVITIES AND HONORS (Most recent first-SB)
References
Languages
Certification
Accomplishments
Timeline
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Juan Claros

Union City,NJ

Summary

Results-oriented banking professional with a strong track record in driving client satisfaction and mentoring teams. Expertise in advising clients on customized financial solutions while ensuring compliance with regulatory standards, leading to increased revenue and enhanced service quality.

Overview

2
2
Languages
1
1
Certification
9
9
years of professional experience

Work History

Senior Personal Banker

Valley Bank
Union City, New Jersey
11.2021 - Current
  • Addressed customer inquiries regarding account services and banking products, resulting in increased client satisfaction.
  • Advised clients on customized financial solutions to address specific needs.
  • Processed loan applications and performed credit assessments to determine client eligibility.
  • Mentored junior staff on banking procedures and exceptional customer service standards.
  • Cultivated strong customer relationships through timely responses and exceptional service delivery.
  • Implemented cross-selling techniques to maximize revenue potential through additional products and services.
  • Reviewed loan agreements for completeness and accuracy in line with established policies.
  • Monitored lending regulations, industry trends, and market rates to ensure compliance.

Legal Assistant

Youman, Madeo & Fasano
Union City, New Jersey
03.2018 - 10.2021
  • Assisted in trial preparation by gathering evidence and summarizing case materials.
  • Drafted legal documents and correspondence for attorneys and clients to support case preparation.
  • Managed attorney calendars to coordinate meetings, deadlines, and court appearances.
  • Organized case files and maintained document management systems to ensure efficient access to information.

Education

High School Graduate -

Union City High School
01-2014

AS - Business Administration

Hudson County Community College
Jersey City, NJ

Skills

  • Loan processing
  • Credit assessment
  • Banking regulations
  • Financial advising
  • Portfolio management
  • Cross-selling strategies
  • Customer relationship management
  • Sales expertise
  • Customer service
  • Relationship building
  • Microsoft Office applications

ACTIVITIES AND HONORS (Most recent first-SB)

  • Hudson County Community Honor Society member 2015-2017
  • Montclair Annual Turkey Drive Volunteer 2015-2018
  • Hoboken Shelter & Breast Cancer Walk Volunteer 2015 – 2023
  • Hispanic Day Parade Organizer 2021-2023

References

  • Rocio Guzman- Former Colleague (201) 805-8043
  • Heidi Hansen- Current Manager (973) 955-6372
  • Kevin Gonzalez- Former Manager (551) 333-0150

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Certification

  • Mortgage Fraud & SAFE Act Certification
  • Electronic Funds Transfer Act Regulation E Certified
  • Fair Lending (FAST) Certified
  • TISA - Truth in Savings Act: Reg DD Certified

Accomplishments

  • Top 10 Performer in Sales for Personal Bankers 2023 Q1, Q2, Q3, Q4
  • Top 10 Performer in Sales for Personal Banker 2024 Q1, Q3, Q4
  • Top 5 Performer for Senior Personal Banker 2025 Q1, Q2, Q4, Q4
  • Top 5 Performer for Senior Personal Banker Q1, Q2

Timeline

Senior Personal Banker

Valley Bank
11.2021 - Current

Legal Assistant

Youman, Madeo & Fasano
03.2018 - 10.2021

High School Graduate -

Union City High School

AS - Business Administration

Hudson County Community College
Juan Claros