Summary
Overview
Work History
Education
Skills
Timeline
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Kevin Corrales

Lawrenceville,GA

Summary

Dedicated Financial professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

4
4
years of professional experience

Work History

Financial Relationship Consultant

Regions Bank
Sandy Springs, Ga
08.2021 - Current
  • My day-to-day responsibilities at the was to achieves targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions
  • Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations to acquire new customer relationships and to expand existing customer relationships
  • Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types
  • Educates customers on emerging technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easier
  • Provides a consistent optimal customer experience, including handling customer’s transactional needs
  • This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want
  • Owns and resolves customer issues
  • Refers customers to an internal team of experts when complex financial goals and needs are recognized
  • Ensures safe and sound banking practices including adherence to all applicable laws and regulations
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.

Relationship Banker

J.P. Morgan Chase Bank
Alpharetta, GA
01.2020 - 08.2021
  • The expected duties included but were are not limited to engaging the client by welcoming them warmly with a pleasant demeanor, using the client's name whenever possible, and thanking them for doing business with Chase.
  • Developing an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs whenever, wherever, and however they wanted with self-service options, including the Chase mobile app, Chase.com, and ATMs
  • I assisted our wealth management team by exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels
  • One of my main duties is to ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
  • One of my favorite skills used on the job is my excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs

Sales Representative

Acura Car Land
Duluth, GA
01.2019 - 01.2020
  • While working for Acura CarLand is Sales Brand Ambassador
  • I was expected to meet and greet customers and identify the type of vehicle that meets their needs
  • Once we have found the car for them, I would demonstrate features on a dynamic test drive
  • Once back to my office I would resent pricing and explain financing options
  • Afterwards I was also responsible for closing the deal and completing all the paperwork
  • One of the biggest exceptions was to set customers up for the finance office by demonstration protective warranties
  • Once my customers were out of the finance office, I would hand them the keys to their new car and show them all the features and answer any remaining questions
  • One of my favorite parts of the job was showing the customer their new car and taking pictures with the customers for my social media pages
  • Lastly, I was also responsible for follow up with existing customers to encourage repeat and referral business
  • While also maintaining a 50-phone call, 50 email, and 20 text quotas.

Education

Bachelor of Science - Computer Science

Georgia Gwinnett College
Lawrenceville, GA
05.2022

Skills

  • General ledger accounting
  • Strong troubleshooting skills
  • 5 years working with computer programs (Word, Excel, PowerPoint, etc)
  • I can put together and fix computers
  • Cost Analysis
  • Customer service
  • Teamwork/ information sharing
  • Communications (verbally and in writing)
  • Data Processing
  • Installing and configuring both hardware and basic desktop software
  • I’m extremely organized and love to keep things in order
  • Understanding of fundamentals of network and desktop administration, installations, upgrades, techniques, tools, materials, and equipment
  • Reconciling Balance Statements
  • Performing analytical and technical tasks on PC systems
  • LAN (3 years)
  • WAN (3 years)
  • TCP/IP (2 years)
  • Tax Reporting
  • Microsoft Outlook (5 years),

Timeline

Financial Relationship Consultant

Regions Bank
08.2021 - Current

Relationship Banker

J.P. Morgan Chase Bank
01.2020 - 08.2021

Sales Representative

Acura Car Land
01.2019 - 01.2020

Bachelor of Science - Computer Science

Georgia Gwinnett College

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Kevin Corrales