Summary
Overview
Work History
Education
Skills
Timeline
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Juan Velez

Pembroke Pines,FL

Summary

Accomplished Business Solutions Advisor with a proven track record at Bank of America, adept in organizational development and client support. Excelled in leveraging banking expertise and bilingual capabilities to surpass sales goals and foster robust client relationships. Demonstrated exceptional problem-solving skills and sales proficiency, consistently meeting or exceeding targets through strategic business analysis and client engagement.

Overview

11
11
years of professional experience

Work History

Business Solutions Advisor

Bank of America
08.2022 - Current
  • Develop and maintain long-term relationships with clients, fostering strong service bonds and encouraging return patronage.
  • Responsible to provide specialized advice and financial guidance mainly to Small Business owners.
  • Leverage tools and resources to share with clients to identify the business life cycle and make recommendations to help their businesses grow.
  • Pipeline development, management and analyze financial conditions of clients and industry trends.
  • Consistency on establishing new relationships to exceed target goals.


Relationship Manager

Bank of America
07.2017 - 08.2022
  • Dedicated majority of the time deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers.
  • Met customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (e.g. , customer’s banking, small business, mortgage and investment needs).
  • Conducted outbound and inbound client engagement activities.
  • Complied with all applicable banking and investment laws, regulations, company policies and procedures to serve the client’s best interest and enhance client satisfaction.

Business Advocate

Well Fargo
06.2013 - 08.2017
  • Served as a proactive member of the retail branch team by being an initial sales and service contact for new and existing clients; Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities.
  • Consistently met or exceed sales goals as set by Branch management by effectively and efficiently cross-selling bank products and services to both current and potential customers around business.

Education

Bachelor of Arts - Business Administration

American Intercontinental University
Weston, FL
07.2011

Skills

  • Organizational Development
  • Business Analysis
  • Staff Development/Training
  • Collaborative Problem-Solver
  • Client Support & Resolution
  • Banking Expertise
  • Service Minded
  • Sales Proficiency
  • Bilingual: English/Spanish

Timeline

Business Solutions Advisor

Bank of America
08.2022 - Current

Relationship Manager

Bank of America
07.2017 - 08.2022

Business Advocate

Well Fargo
06.2013 - 08.2017

Bachelor of Arts - Business Administration

American Intercontinental University
Juan Velez