Julio Filpo
Westchester,NY
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
11
11
years of professional experience
Work History
Personal Banker
Citibank
06.2018 - Current
- Handle business credit requests for up to $100K, recognize and escalate larger lending opportunities and cross sell treasuries and related small business products
- Manage and continue to grow book of business currently surpassing $400MM
- Identify business opportunities within existing clients on Salesforce by consistently completing proactive analytic activities, leveraging sales tools and dashboards
- Participate on weekly calls and provide support to other staff members, share updates and information on new offers
- Provide support to tellers and other branch staff members on products and special programs, identifying client needs, and providing appropriate referrals
- Adhere to all compliance requirements, policies, standards and procedures to safeguard Citibank and clients
- Support team members on procedures, regulations and weekly/monthly compliance tasks
- Assess risk when business decisions are made, safeguarding Citigroup and clients.
Sales/Leasing Consultant
Toyota of Manhattan
11.2015 - 06.2018
- Developed an in-depth understanding of current car inventory and use knowledge to encourage customers to make a purchase
- Collaborated with sales managers to offer attractive deals on used vehicles to interested customers
- Greeted and actively listened to customers to uncover purchasing needs and provide recommendations based on automotive requirements
- Maintained contact with customers via email, phone calls to provide updates on promotional offers
- Informed customers on associated dealer services and products such as extended warranties.
Sales Representative
Orlean USA Wallcovering and Fabrics
06.2013 - 06.2015
- Increased the sales of the store with the help of new campaigns strategies and plans
- Measured houses/apartments to give clients an estimated cost of product
- Took precautionary measures to prevent the products from any kind of loss
- Meet with customers to determine their needs and present services available
- Assured that clients were satisfied with the finished product
- Supervised installation of the product and ensured everything was in place
- Handled cash and credit transactions.
Education
Diploma -
Louis D. Brandeis High School
New York, NY06.2008
Skills
- Microsoft Office
- Concierge
- Avoka
- Eclipse
- Salesforce
- Zoom
- Teamwork and Collaboration
- Leadership
- Customer Service
- Bilingual/ (Spanish)
- Sales expertise
- Branch management
- Relationship Building
- Branch operations
- Customer Satisfaction
- Client Relationship Management
Personal Information
Title: Personal Banker
Timeline
Personal Banker
Citibank
06.2018 - Current
Sales/Leasing Consultant
Toyota of Manhattan
11.2015 - 06.2018
Sales Representative
Orlean USA Wallcovering and Fabrics
06.2013 - 06.2015
Diploma -
Louis D. Brandeis High School