Juan Vital
Belle Glade,FL
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
12
12
years of professional experience
Work History
Branch Manager
Gold Coast Federal Credit Union
05.2024 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Submitted loan applications to underwriter for verification and recommendation.
Associate Personal Banker
Wells Fargo
07.2016 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
- Processed deposits, withdrawals and ACH transfers accurately.
- Followed up with customers to gather feedback and provide additional assistance.
- Maintained customer records and updated account information.
- Responded to customer inquiries regarding new accounts and account services.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Answered customer questions and explained available services such as deposit accounts, personal loans, and mobile banking.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Assistant Store Manager
Family Dollar
04.2014 - 07.2016
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Assisted in recruiting, hiring and training of team members.
- Provide information to customers, handled issues, complaints
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
- Developed and maintained strong relationships with vendors to facilitate timely product delivery.
- Served as the main liaison between customers, management and sales team
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
- Routinely answered customer questions regarding merchandise and pricing.
- Helped drive sales goals and achieve monthly quotas.
- Monitored cash drawers in multiple checkout stations to ensure adequate cash supply.
- Built long-term customer relationships and advised customers on purchases and promotions.
- Maintained cleanliness and presentation of stock room and production floor.
- Designed displays to make the store experience interactive, engaging and reassuring.
- Rotated merchandise and displays to feature new products and promotions.
Assistant Manager
Casa Vieja
10.2013 - 03.2014
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Provided an elevated customer experience to generate a loyal clientele.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Mentored team members to enhance professional development and accountability in workplace.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
Education
High School Diploma -
Pahokee High School
Pahokee, FLSkills
- Empathic listener and persuasive speaker
- Regulatory Compliance
- Banking Policies and Procedures
- Relationship Building
- Exceptional communication skills
- Quick learner
- Problem Solver
- Proficient in cash management
- Knowledgeable in Microsoft Office; MS Word, Power Point
- [Language] Fluency
Languages
Bilingual: fluent English and Spanish
Timeline
Branch Manager
Gold Coast Federal Credit Union
05.2024 - Current
Associate Personal Banker
Wells Fargo
07.2016 - Current
Assistant Store Manager
Family Dollar
04.2014 - 07.2016
Assistant Manager
Casa Vieja
10.2013 - 03.2014
High School Diploma -
Pahokee High School
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