Leslie Subia
Miami Lakes ,FL
Summary
Proven Small Business Banker with a track record of enhancing client financial health and business growth at Wells Fargo Bank. Specializes in relationship management and loan origination, adept at portfolio management and underwriting. Known for improving customer satisfaction and achieving significant growth in small business lending.
Overview
25
25
years of professional experience
Work History
Small Business Banker
Wells Fargo Bank
08.2014 - 09.2024
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Counseled struggling businesses on debt restructuring options available through various loan programs offered by the bank.
- Conducted comprehensive financial reviews for new and existing clients, identifying opportunities for growth and improvement.
- Delivered customized lending solutions to help small businesses achieve their short-term and long-term objectives.
- Partnered with credit analysts to assess the creditworthiness of potential borrowers and ensure adherence to underwriting guidelines.
- Developed a reputation as a trusted advisor by consistently exceeding customer expectations and providing sound financial guidance tailored to each client''s unique needs.
Small Business Specialist
Chase Bank
11.2004 - 09.2014
- Acted as an advocate for the small business community through participation in local government initiatives or policy discussions related to economic development issues affecting the sector.
- Enhanced small business growth through targeted marketing strategies and financial analysis.
- Collaborated with cross-functional teams to deliver exceptional customer service, addressing clients'' unique needs and challenges.
- Created and managed community events and customer promotions.
- Facilitated workshops and seminars on best practices for small business management, supporting professional development among entrepreneurs.
Teller
HSBC Bank
06.1999 - 09.2003
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
Education
Diploma -
Charles E Gorton HS
Yonkers, NYBachelor - Psychology
Mercy College
Dobbs Ferry, NY06.1999
Skills
Relationship Management
Loan Origination
Portfolio Management
Underwriting knowledge
Credit Scoring
Collateral Evaluation
Cash Flow Forecasting
Timeline
Small Business Banker
Wells Fargo Bank
08.2014 - 09.2024
Small Business Specialist
Chase Bank
11.2004 - 09.2014
Teller
HSBC Bank
06.1999 - 09.2003
Diploma -
Charles E Gorton HS
Bachelor - Psychology
Mercy College
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