Summary
Overview
Work History
Education
Skills
Certification
Timeline
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JULIAN PRODIGALIDAD

Summary

More than 4 years as a financial professional with expertise in business analysis, building client relations, consultative sales, and administrative support. Trained to follow all regulatory compliance regarding business policy and procedure with adherence to providing a consistent professional experience. A demonstrated record of exceeding quota and serving customer and administrative needs.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Universal Banker

PNC Bank
12.2020 - Current
  • Proficient in using banking software systems such as Core Banking, Teller Management, and Customer Relationship Management to assist retail and commercial relationships.
  • Generation of 50% of proactive sales through internal and outbound interactions exceeding branch goals by 20%, including 1.2 million in open lines of credit.
  • Submission of applications for lines of credit and loans including home equities, mortgages, credit cards, auto, personal, and business.
  • Administrative support task of answering phone calls, email inquiries, creation of reports, and scheduling of appointments.
  • Examination of internal reports and detail oriented customer data to determine improvements in business practices.
  • Participation in annual audits of branch operational activities to maintain consistent adherence to regulatory compliance between 94%-100% and eliminate risk.

Internal Branch Support

PNC Bank
09.2021 - 11.2021
  • Assisted in PNC Financial Services Group buyout of the Financial institution BBVA in which created services nationwide.
  • Took rigorous training and selected 1 of 1 from region to provide assistance for unknown period of time away from branch.
  • Provided support for employees ranging from submitting applications for accounts, lending needs, document review, and verification of policy and procedure.

Regional Resource Team Member

PNC Bank
03.2019 - 12.2020
  • Demonstrated vast knowledge of products and services to create best client experience across 10 branches
  • Engaged in proactive sales, teller transactions, and identified referral opportunities for employees within branch.
  • Exceeded client and managerial expectations reported through surveys in which led to increased branch production and overall 5 star rated service assistance for region.
  • Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods of operation.

Education

Bachelor of Science - Business Administration And Management

Old Dominion University
Norfolk, VA
12.2018

Associate of Science - Business Administration

Tidewater Community College
Virginia Beach, VA
05.2016

Skills

  • Finance
  • Data Entry
  • Regulatory Compliance
  • Credit Analysis
  • NMLS Registration
  • Retail & Commercial Banking
  • Risk Assessment
  • Fraud Detection
  • Administrative Support
  • Interpersonal Communication
  • Microsoft Office Suite
  • Operations Understanding

Certification

ABA Certificate in Fraud Prevention

American Bankers Association

Timeline

Internal Branch Support

PNC Bank
09.2021 - 11.2021

Universal Banker

PNC Bank
12.2020 - Current

Regional Resource Team Member

PNC Bank
03.2019 - 12.2020

Bachelor of Science - Business Administration And Management

Old Dominion University

Associate of Science - Business Administration

Tidewater Community College

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JULIAN PRODIGALIDAD