JULIAN BURGOS
Delray Beach,FL
Summary
Highly accomplished Small Business Associate with over 5 years of experience delivering exceptional financial services and support to local enterprises. Proven track record in cultivating and managing client relationships, consistently surpassing sales targets while ensuring top-tier customer satisfaction. Committed to driving growth and success for small businesses through tailored financial solutions and strategic guidance. Passionate about fostering community development and empowering entrepreneurs to achieve their goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Business Solutions Advisor
Bank of America
12.2021 - Current
- Prospect for new business clients while managing and deepening relationships with existing high-value customers.
- Offer small business owners comprehensive financial products and services, including deposit products, credit and loans.
- Interpret financial statements to understand a business's needs and recommend solutions based on client's business stages.
- Deliver a consistent, high-quality customer experience while expanding on their overall relationship.
- Collaborate with internal partners, such as specialists in merchant services, payroll specialist, and other business channels, to connect clients with additional opportunities.
- Mitigate risk during client interactions and adhere to all banking policies and regulations.
- Provide training and mentorship to new-to-role associates while sharing winning strategies into the role.
Relationship Manager
Bank of America
09.2018 - 12.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Communicated regularly with clients to understand needs, evaluate current product use and create financial guidance to the community.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
Assistant Store Manager
Comcast Cable Company
02.2017 - 09.2018
- Provide training for one on one and group settings
- Master KRONOS scheduling system
- Perform daily huddles on topics that help drive the business
- Interview for future representatives to ensure proper staffing
- Perform monthly assessment to ensure up to code on all safety codes
- Perform weekly cash audit to ensure balance of cash in store
- Observe representatives to ensure the company policies are being followed
- Engage in management conference calls to relay new information to the representatives
- Perform weekly meetings with representatives to track sales performance
- Coordinate recurring incentives to boost sales in store
- Work closely with human resources, marketing and finance managers
Education
Associate of Arts - Business
Palm Beach State College
Boca Raton, FL05.2014
Skills
- Verbal and written communication
- Teamwork and collaboration
- Analytical skills
- Customer-centric approach
- Computational expertise
- Driven individual
- Structured organization
- Multi-tasking abilities
- Performance-driven
- Strong motivator
Accomplishments
- Employee Engagement Inclusion Council (2025)
Certification
- BSA Upskilling
- Credit Skills 100
- Credit Skills 200
- Market Leader Development Program
Languages
Spanish
Native or Bilingual
Timeline
Business Solutions Advisor
Bank of America
12.2021 - Current
Relationship Manager
Bank of America
09.2018 - 12.2021
Assistant Store Manager
Comcast Cable Company
02.2017 - 09.2018
Associate of Arts - Business
Palm Beach State College
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