Dunia Fuentes
Miami,FL
Summary
Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes personal and business knowledge Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services, and branch operations. Personable New Accounts Representative with 5 years' experience in banking . Outstanding leadership and organizational abilities with super verbal and written communication skills. Familiarity with all account types, products and services.
Overview
9
9
years of professional experience
Work History
Relationship Banker II
Regions Bank
06.2022 - Current
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Presented new and additional products and services to existing customers.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
Relationship Banker
Synovus Bank
03.2022 - 06.2022
- Continually boosted branch production and revenue by 100% by consistently meeting all monthly and quarterly sales goals.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Answered customer questions and explained available services such as deposit accounts, savings and credit needs .
- Presented new and additional products and services to existing customers.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Business Advocate , Personal Banker
Wells Fargo
05.2019 - 03.2022
- Promoted financial products by maintaining excellent service offering knowledge.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Backed up teller team by handling needs of new and existing customers at main counter.
Teller
Wells Fargo
03.2018 - 05.2019
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Stocked supplies for customers and personal teller station.
- Processed customer transactions promptly, minimizing wait times.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
Assistant Manager
Publix Deli
01.2015 - 03.2018
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Directed merchandising, promotion and brand loyalty efforts for business segment with greatest sales volume.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Increased sales by driving operational efficiencies and building excellent customer rapport.
- Increased sales revenues by promoting complementary products and educating customers about store promotions.
Education
Accounting - Accounting Technician
Milto Milian
Cuba06.2005
Skills
- Financial Product Knowledge
- Business Development
- Cash Handling
- Loan application expertise
- Product and service sales
- File Maintenance
- Banking operations knowledge
- Compliance, banking laws and regulations
- Spanish speaking
- Transaction processing
- Positive
- Staff Supervision
- Customer Service
- Multitasking Abilities
- Teamwork and Collaboration
Timeline
Relationship Banker II
Regions Bank
06.2022 - Current
Relationship Banker
Synovus Bank
03.2022 - 06.2022
Business Advocate , Personal Banker
Wells Fargo
05.2019 - 03.2022
Teller
Wells Fargo
03.2018 - 05.2019
Assistant Manager
Publix Deli
01.2015 - 03.2018
Accounting - Accounting Technician
Milto Milian