Luis A. Contreras
Banking Professional
Lees Summit ,Mo
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Leading by example and helping others achieve new levels of skills and building good habits to maintain at a high level.
Overview
7
7
years of professional experience
2
2
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Branch Manager
UMB Bank
Kansas City , MO
08.2022 - Current
- Assessed employee performance and developed improvement plans.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Launched new training program to boost employee skills and staff retention rate.
Personal Banker Officer
J.P. Morgan Chase Bank
Kansas City, MO
08.2021 - 08.2022
- Customer service centric with a passion for helping customers in any financial need capacity
- Proficient at Training and Development of Associates
- Well-rounded at being able to Meet Company Goals.
- Implemented strategies to increase customer retention, enabling investment growth.
Personal Banker II
UMB Bank
Lees Summit , Mo
07.2018 - 07.2021
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Became a top banker in the company. Won multiple Lead Banker Awards for the Kansas City Region.
Personal Banker I
UMB Bank N.A
Kansas City, Mo
07.2018 - 05.2019
- Help Customers with Deposit, Withdraws, and Maintenance.
- Processed customer payments and account setup charges.
- Open and Maintenance Accounts.
- Find ways to help customers save money via loan products or accounts offered at the current time.
Store Manager
Universal Wireless
Maumelle , AR
02.2017 - 07.2018
- Trained five sales representatives and a Assistant Store Manager.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Education
Bachelor's Degree - Business Administration And Management
Missouri State University
Springfield, MO 08.2022 - Current
Associate Degree - General Studies
Metropolitan Community College
Kansas City, MO 08.2021 - 07.2022
Skills
Financial services
undefinedAccomplishments
- Supervised team of six staff members. Take a struggling branch and turn it into a top five branch in the region and in the footprint.
Certification
License - Firna- SIE
Timeline
Branch Manager
UMB Bank
08.2022 - Current
Bachelor's Degree - Business Administration And Management
Missouri State University
08.2022 - Current
License - Firna- SIE
01-2022
License - Firna- 63
01-2022
Associate Degree - General Studies
Metropolitan Community College
08.2021 - 07.2022
Personal Banker Officer
J.P. Morgan Chase Bank
08.2021 - 08.2022
Personal Banker II
UMB Bank
07.2018 - 07.2021
Personal Banker I
UMB Bank N.A
07.2018 - 05.2019
Store Manager
Universal Wireless
02.2017 - 07.2018
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