FELIPE ROCA
Pompano Beach,FL
Summary
Motivated professional possessing a strong commitment to quality customer service coupled with superb communication skills. Skilled in client relationship management, conflict resolution, and leadership. Excellent multi-tasker and team player
Overview
11
11
years of professional experience
1
1
Certification
Work History
WEALTH RELATIONSHIP OFFICER
HSBC USA
07.2023 - Current
- Facilitated meetings and discussions between clients, sales and delivery teams.
- Increased referral business by actively networking within the community and participating in local events representing the bank.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Coordinated with compliance officers to ensure adherence to regulatory guidelines in all client interactions and transactions.
VP PREMIER RELATIONSHIP MANAGER
HSBC USA
01.2022 - 06.2023
- Make recommendations for customers considering various banking products
- Deliver a high quality service by owning customer engagement, striving for excellence in all interactions with customer
- Monitor, maintain and apprise sales activity, pipeline, and other relevant information using the client bank's contact management system
- Establish an effective working relationship with Risk in order to validate the accuracy of the customer risk profile, and ensure sustainable asset growth.
SERVICES & SALES AGENT
HSBC CANADA
01.2020 - 12.2021
- Identify customers' needs, clarify information, research every issue and provide solutions and/or alternatives
- Seize opportunities to upsell products when they arise
- Manage large amounts of inbound and outbound calls in a timely manner
- Assisted customers in opening accounts and updated personal information for existing clients.
PERSONAL BANKER
HSBC USA
03.2018 - 12.2019
- Maximized revenue through improved sales techniques and branch productivity
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Promoted all financial products by maintaining excellent service offering knowledge
- Build client rapport to ensure consistent satisfaction and loyalty
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
BANK TELLER
HSBC USA
10.2017 - 03.2018
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
- Sold and cross-sold bank products to new and existing customers
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
SALES ASSOCIATE
Sears Canada
12.2012 - 06.2017
- Met incoming customers and provided immediate assistance
- Listened to customer needs and preferences to provide accurate advice
- Provided expert product and service information
- Maintained friendly and professional customer interactions
- Answered incoming telephone calls with professional and knowledgeable responses.
Education
MBA Degree, Entrepreneurship & Management -
University of Laval
Quebec, Quebec07.2025
Bachelor's Degree, Business Administration-Marketing -
University of Quebec
Montreal, Quebec01.2021
Certificate, Business Administration -
University of Quebec
Montreal, Quebec01.2017
College Degree, Business Administration -
Montmorency College
Laval, Quebec01.2016
High School Diploma -
Emile Legault
Montreal, Quebec01.2013
Skills
- Trilingual (English, Spanish, French)
- Skilled in MS Office
- Lending experience
- Strong analytical skills
- Sales expertise
- Financial product knowledge
- Excellent communication skills
- Problem solving strength
Certification
- SIE
- Series 6
- Series 63
- 2-15
- Series 7
- Series 66
Timeline
WEALTH RELATIONSHIP OFFICER
HSBC USA
07.2023 - Current
VP PREMIER RELATIONSHIP MANAGER
HSBC USA
01.2022 - 06.2023
SERVICES & SALES AGENT
HSBC CANADA
01.2020 - 12.2021
PERSONAL BANKER
HSBC USA
03.2018 - 12.2019
BANK TELLER
HSBC USA
10.2017 - 03.2018
SALES ASSOCIATE
Sears Canada
12.2012 - 06.2017
MBA Degree, Entrepreneurship & Management -
University of Laval
Bachelor's Degree, Business Administration-Marketing -
University of Quebec
Certificate, Business Administration -
University of Quebec
College Degree, Business Administration -
Montmorency College
High School Diploma -
Emile Legault
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