Juan Cuadras
Bell,CA
Summary
Diverse in the fields of retail, business, training and development, well – versed in identifying market trends and member experience needs to create highly – targeted goals and service, plus strong communication skills and great attitude that can be utilized to maximize sales and growth in everyday target. Accustomed to working with a wide range of team members from various departments in order to focus on certain unique requirements. Prepared to bring my communication, great attitude,and motivating abilities developed over 10-year career to a growth-oriented role.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
2
2
Certifications
Work History
Training Specialist
SCE Credit Union
2021.12 - Current
- Conducts training sessions covering specified areas such as new team member orientation, on-the-job training, use of computers and software, member service, sales techniques, refresher training, promotional development
- Reports on progress of team members under guidance during training periods
- Participates in needs analysis studies to determine training needs within organization
- Conducts evaluations and assists in developing new programs to address those findings
- Makes changes in individual programs or recommendations on overall curriculum and related learning materials
- Revises design of training curriculum and methods to improve effectiveness
- Conducts introductory sales and service training with new team members introducing them to the Credit Union’s culture and member service expectations
- Presents established and effective sales methods, techniques, and ideas
- Participated in a variety of projects that involved a team effort and collaboration to develop and implement.
Financial Service Consultant
SCE Credit Union
- 2021.12
- Responsible for opening and servicing consumer and business memberships
- Conducted open-ended conversations, consulted, and cross sold credit union products and services to deepen member relationship
- Contacted prospective and current members via phone and/or email to offer information on products and services to obtain additional business
- Manage loan production by providing lending products and services by educating and providing options to prospective and existing members
- Made decisions on required documentation needed for specific loan products and optional services; Ex
- (DMV, Option Contracts, POA, Leases) etc.
Sr. Personal Banker
Wells Fargo (Vernon)
2015.08 - 2019.07
- Approach customers on a daily basis to show alternative banking solutions like processing transactions at ATM and utilizing mobile banking
- Utilize migration to minimize traffic inside the banking center and inform the customer of other banking solutions
- Uncovered client’s needs and gave other opportunities to clients by helping them with their financial needs
- Had sense of urgency to meet CER standards and satisfy customer
- Approach every customer with full attention and completed every interaction in depth
- Processed different consumer products and lending products to customers.
Relationship Banker
Bank of America (Whittier/Atlantic)
2014.10 - 2015.10
- Approach customers daily to utilize migration to minimize traffic inside the banking center and inform the customer of other banking solutions
- Manage and processed ATM’s with manager or supervisor
- Uncovered client’s needs and gave other opportunities to clients by helping them with their financial needs
- Served as a resource for tellers by offering support and direction so they could effectively cross-sell goods and services.
Education
Santa Monica College -
Santa Monica College
Santa Monica, CA 2012.01 - 2013.05
High School Diploma -
Bell High School
Bell, CA 2011.01 -
Skills
Classroom Experience
Accomplishments
- Received Team Member of the Month consecutive times
- Able to generate and regularly surpass monthly and quarterly targets beyond my expectations
- Received the Marc Ladwig Inspiration Award for demonstrating excellence and inspiring others
- Able to onboard and train numerous new hires and prepare them for their new role.
- Had the opportunity to take part in a range of comprehensive projects that have aided in the organization's growth and future transformation.
Certification
WildSparq Leadership Program
Timeline
Wildsparq Management Program - In progress
2024-12
WildSparq Leadership Program
2022-12
Training Specialist
SCE Credit Union
2021.12 - Current
Sr. Personal Banker
Wells Fargo (Vernon)
2015.08 - 2019.07
Relationship Banker
Bank of America (Whittier/Atlantic)
2014.10 - 2015.10
Santa Monica College -
Santa Monica College
2012.01 - 2013.05
High School Diploma -
Bell High School
2011.01 -
Financial Service Consultant
SCE Credit Union
- 2021.12
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