Lundan Gonzalez
San Antonio,Texas
Summary
Enthusiastically working in the banking industry for over seven years, I am highly effective at working with clients of all levels and financial situations. My goal would be to leverage analytical and communication skills and industry knowledge to help contribute to potential sales opportunities. Navigating multiple demands and expectations providing a high level of service in a fast paced, deadline-oriented environment. I am a trusted resource to cultivate client relationships and help advisors manage and grow there book of business.
Overview
10
10
years of professional experience
Work History
Relationship Banker - SBS/MOD
Chase Bank
12.2022 - Current
- Strengthen client relationships by providing personalized banking solutions and excellent customer service.
- As Manager on Duty, I help create an excellent client experience and support my team in complex situations and client service experiences.
- The Culture Champion role I take is a responsibility of weekly huddles to provide inclusion and diversity opportunities amongst my team to help bring all aspects of branch banking together.
- Collaborate with branch team members to improve overall performance but also improve personal development through demonstration and consistent accountability by making joint calls and holding joint meetings.
- I partner with all members of the branch from retail, mortgage, business to investments for connecting the right expert with the clients needs appropriately.
Senior Relationship Banker
Truist
10.2019 - 12.2022
- As Senior Banker I was responsible for transmitting our purpose, I consistently contributed to branch sales and target goals, with relationship building and referrals. Most importantly I utilized all of our partners to fulfill clients needs and expectations, from investment referrals to other partners. Personal lending held a great responsibility for accuracy and efficiency in credit knowledge and operational processes.
Financial Sales Advisor
BBVA Now PNC Bank
06.2017 - 10.2018
- Proactively focused on client engagement identifying needs of the client to improve their overall financial well being.
- Consistently drove service to sales conversations. Effectively set appointments partnering with all external partners to discuss clients full financial needs; Small Business, Commercial and Investments.
Personal Banker I
Lone Star National Bank
10.2016 - 06.2017
- Assisted all consumer and non-consumer clients, completed loan applications and signing up for new services expanding their financial relationship with cross sell opportunities.
Selling Manager
Victoria's Secret
02.2014 - 10.2016
- Driver of upholding company culture, talent and operations. Provided direction of what top performance looks like, culture engagement and auditing.
Education
Some College (2009-2014) - Interior Design/Architecture
University of Texas At San Antonio
San Antonio, TXHigh School Diploma -
Antonian College Preparatory High School
San Antonio, TX05.2009
Skills
- Receptive
- Versatile
- Trustworthy
- Professional
- Collaborative
- Time Management
Timeline
Relationship Banker - SBS/MOD
Chase Bank
12.2022 - Current
Senior Relationship Banker
Truist
10.2019 - 12.2022
Financial Sales Advisor
BBVA Now PNC Bank
06.2017 - 10.2018
Personal Banker I
Lone Star National Bank
10.2016 - 06.2017
Selling Manager
Victoria's Secret
02.2014 - 10.2016
Some College (2009-2014) - Interior Design/Architecture
University of Texas At San Antonio
High School Diploma -
Antonian College Preparatory High School