Juan M. Mardueno
Henderson,NV
Summary
Seeking to growth in the Wealth Management Banking position by utilizing my expertise in financial analysis, investments management, and exceptional client service skills to provide tailored financial solutions and maximize client wealth.
Overview
8
8
years of professional experience
Work History
Wealth Management Banking Specialist
Merrill Lynch Wealth Management
05.2020 - Current
- As a Wealth Management Banker Specialist who supports the Financial Advisor team to further develop and enhance existing client relationships
- Will spend most of the time on relationship management activities, acting as a key point of contact for clients on any Banking solutions
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments to promote growth and acquisition
- Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities
Financial Center Manager
Bank of America
Las Vegas, NV
10.2018 - 05.2020
- Company Overview: Bank of America is a multinational investment bank and financial services company
- As a Financial Center Manager, I’m responsible for driving operational excellence as business owners, fostering a team environment and instilling a client-centric culture to make clients’ financial lives better
- Drive client relationship management and assist with sales
- Monitor client-calling activities and ensure we develop the proper client engagement, deliver our revenue strategy
- Bank of America is a multinational investment bank and financial services company
Financial Center Operation Manager
Bank of America
, NV
11.2017 - 10.2018
- Company Overview: Bank of America is a multinational investment bank and financial services company
- As a Financial Center Operation Manager Ill provide personal coaching, clearly defined career paths, robust training programs and ongoing development opportunities
- I provide oversight of the client service representative/teller line to ensure adherence to all policies and procedures
- Manages Relationship Managers to assure they meet market Goals
- Work with Partners across the company to assist multiples line of business for our clients and employees
- Bank of America is a multinational investment bank and financial services company
Relationship Manager
Bank of America
, NV
11.2016 - 11.2017
- Company Overview: Bank of America is a multinational investment bank and financial services company
- Assist clients manage life priority to help them achieve their financial goals, while providing all clients with exceptional unwavering client care
- I leverage various partners within all our lines of business to ensure our clients reach their financial priorities
- I have been called upon to be a peer mentor to help teach and coach new associates to greatness
- I have been able to successfully manage all behaviors to consistently exceed my expectation
- Bank of America is a multinational investment bank and financial services company
Education
CSN
Skills
- Client onboarding
- Bank services
- Banking product sales
- Sales tactics
- Financial Counseling
- Consumer banking specialist
- Multitasking Abilities
- Financial Reporting
- Time management abilities
- Problem-solving abilities
- Sales Techniques
- Customer Retention
- Professionalism
Extracurricular Activities
Member of Employee Network HOLA/ Finance Chair for Las Vegas Chapter Southern Nevada Community volunteers Champion Make A Wish Foundation Volunteer Junior Achievement Volunteer Just One Project
References
Available Upon Request
Timeline
Wealth Management Banking Specialist
Merrill Lynch Wealth Management
05.2020 - Current
Financial Center Manager
Bank of America
10.2018 - 05.2020
Financial Center Operation Manager
Bank of America
11.2017 - 10.2018
Relationship Manager
Bank of America
11.2016 - 11.2017
CSN