Symitar
Juan Cuadras
Bell,CA
Summary
Diverse in the fields of retail sales, business banking, training and team member 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.
Overview
10
10
years of professional experience
3
3
Certifications
Work History
Training Specialist
Rize Credit Union (formerly SCE Credit Union)
12.2021 - 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 for team members. ( Teller's , MSC's, Branch Managers)
- Conducts 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 with other departments and senior management team.
- Designed interactive e-learning modules for remote employees, expanding access to training resources and fostering a culture of continuous learning.
Financial Service Consultant
SCE Credit Union
09.2019 - 12.2021
- 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 exceeding monthly goal of $100,000.00; annually hitting marks over $1M.
- Made decisions on required documentation needed for specific loan products and optional services; Ex
- (DMV Documentation, Option Contracts, POA, Leases) etc.
- Developed new business opportunities by networking, attending industry events, and delivering exceptional service to existing clients.
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
Sr. Personal Banker
Wells Fargo (Vernon)
10.2015 - 07.2019
- 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.
- Participated in community outreach events to promote the bank''s brand and foster local business partnerships.
- Streamlined account opening processes for improved efficiency and reduced waiting times.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Maximized performance by monitoring daily activities and mentoring team members.
Relationship Banker
Bank of America (Whittier/Atlantic)
10.2014 - 10.2015
- 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.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Education
Santa Monica College -
Santa Monica College
Santa Monica, CA 01.2012 - 2013.01
High School Diploma -
Bell Senior High School
Bell, CA 01.2011 -
Skills
Training Program Development
Soft skills Training
E-Learning Platforms
Training Evaluation
Coaching
Problem Solving / Sales
Critical Thinking
Collaboration
Project Management
Communication
Strategic Thinking
Accomplishments
- Received Team Member of the Month consecutive times
- Received Team Member of the Year
- 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.
Software
Xperience Production (Synapsys)
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Microsoft OneNote
Outlook
Microsoft Teams
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
Wildsparq Leadership Program, Rize Credit Union - Jan. 2023 - Dec. 2023
Timeline
Training Specialist
Rize Credit Union (formerly SCE Credit Union)
12.2021 - Current
Financial Service Consultant
SCE Credit Union
09.2019 - 12.2021
Sr. Personal Banker
Wells Fargo (Vernon)
10.2015 - 07.2019
Relationship Banker
Bank of America (Whittier/Atlantic)
10.2014 - 10.2015
Santa Monica College -
Santa Monica College
01.2012 - 2013.01
High School Diploma -
Bell Senior High School
01.2011 -
Wildsparq Leadership Program, Rize Credit Union - Jan. 2023 - Dec. 2023
2023-12
NMLS ID:1654034
Wildsparq Management Program (In progress)
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