Juan Carlos Polo
Port Saint Lucie,FL
Summary
Results-driven Senior Business Banking Specialist known for high productivity and efficient task completion. Specialize in risk management, financial analysis, and client relationship building. Excel in communication, problem-solving, and strategic planning to drive business success. Committed to leveraging these skills to contribute positively to team goals and client satisfaction.
Overview
1
1
Language
4
4
years of post-secondary education
25
25
years of professional experience
Work History
Senior Business Banking Specialist
PNC Bank
Port Saint Lucie, FL
06.2026 - Current
- Developed and implemented strategies for expanding business banking customer base.
- Conducted on-site visits with customers to understand their needs and provide solutions.
- Supported PNC business banking clients with account maintenance and service requests.
- Processed commercial deposits, transfers, and payment transactions with accuracy.
- Reviewed loan documents for completeness and compliance requirements.
- Resolved customer inquiries using bank policies and branch procedures.
Senior Business Banking Specialist
PNC Bank
Alpharetta, Georgia
06.2024 - 06.2026
- Processed loan applications, including reviewing financial information and determining eligibility.
- Assisted clients with loan applications, including gathering required documentation and verifying accuracy of information provided.
- Analyzed financial statements to assess creditworthiness of potential customers.
- Ensured that customer service standards were met at all times when dealing with clients.
- Facilitated wire transfers and processed foreign currency exchanges accurately.
- Educated customers on banking policies, procedures, and digital banking platforms.
- Managed and reconciled cash drawers and vault operations, ensuring adherence to security protocols.
Food and Beverage Manager
Fairway Social
Alpharetta, Georgia
11.2021 - 06.2024
- Supervised and managed the daily operations of the food and beverage department, including staff scheduling, inventory control, cost management, menu planning and customer service.
- Managed food and beverage operations for Fairway Social dining and entertainment venue.
- Partnered with event teams to support private functions and social gatherings.
Food and Beverage Manager
TPC Sugarloaf PGA Tour
Duluth, Georgia
01.2019 - 11.2021
- Negotiated contracts with suppliers in order to secure discounts on bulk orders of food items or beverages.
- Organized special events such as banquets, receptions, weddings and other social functions to ensure successful execution of services.
- Conducted weekly meetings with staff members to discuss performance goals and areas needing improvement.
- Trained front-of-house staff on restaurant policies and procedures, guest service techniques and communication skills to promote positive experiences.
Assistant Club Manager
The River Club
Suwanee, Georgia
10.2008 - 10.2018
- Directed clubhouse operations and daily member services
- Hired, trained and supervised staff to ensure proper service standards were met.
- Conducted monthly meetings with staff to review performance goals and objectives.
- Organized special events at the clubhouse, such as golf tournaments, barbecues, dances.
- Supported PNC business banking clients with account maintenance and service requests.
- Processed commercial deposits, transfers, and payment transactions with accuracy.
- Reviewed loan documents for completeness and compliance requirements.
Teller Coordinator
SunTrust Banks Inc
Norcross, Georgia
01.2002 - 10.2008
- Coordinated teller schedules and branch coverage for SunTrust branch operations.
- Provided oversight of operations for teller positions to verify accuracy.
- Monitored vault activity and maintained secure cash handling procedures.
- Processed commercial deposits, transfers, and payment transactions with accuracy.
- Supported PNC business banking clients with account maintenance and service requests.
- Reviewed loan documents for completeness and compliance requirements.
- Actively involved in helping team members meet monthly goals and improve skills through consistent mentoring and in-depth job training.
Education
Associate of Science - Business
Georgia Perimeter College
Dunwoody, GA 11.1998 - 05.2000
Associate of Science - Economics
University of Lima
Lima , Lima 11.1990 - 11.1993
Skills
- Loan processing documentation
- Credit assessment
- Commercial banking transactions
- Funds transfer processing
Languages
Spanish
Professional
Timeline
Senior Business Banking Specialist
PNC Bank
06.2026 - Current
Senior Business Banking Specialist
PNC Bank
06.2024 - 06.2026
Food and Beverage Manager
Fairway Social
11.2021 - 06.2024
Food and Beverage Manager
TPC Sugarloaf PGA Tour
01.2019 - 11.2021
Assistant Club Manager
The River Club
10.2008 - 10.2018
Teller Coordinator
SunTrust Banks Inc
01.2002 - 10.2008
Associate of Science - Business
Georgia Perimeter College
11.1998 - 05.2000
Associate of Science - Economics
University of Lima
11.1990 - 11.1993