Collaborative leader with a dedication to partnering with coworkers to promote an engaged, empowering work culture. Documented strengths in building and maintaining relationships with a diverse range of stakeholders in dynamic, fast-paced settings.
Overview
21
21
years of professional experience
1
1
Certification
Work History
SR. RELATIONSHIP BANKER
TRUIST BANK
08.2021 - Current
Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
Increased cross-selling opportunities by identifying clients' needs and recommending appropriate banking products.
Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
Developed new business by actively prospecting potential customers and maintaining strong referral networks.
Achieved departmental goals by developing and executing strategic plans and performance metrics.
Increased team productivity by implementing streamlined processes and effective communication strategies.
Continually boosted branch production and revenue by 30% by consistently meeting all monthly and quarterly sales goals.
Motivational Speaker
KANDY LEADERSHIP ORGANIZATION LLC
08.2017 - Current
Enhanced audience engagement by incorporating storytelling and personal experiences into motivational speeches.
Boosted client satisfaction through tailored presentations addressing their specific challenges and goals.
Inspired positive change in attendees by sharing actionable advice, tools, and strategies for personal growth.
Conducted interactive workshops focused on goal-setting, time management, communication skills, and leadership development.
Presented information regarding personal growth to groups of 100 people.
Chief Executive Officer
Valencia Insurance Inc.
05.2011 - 03.2016
Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
Increased company revenue by implementing innovative business strategies and expanding product offerings.
Streamlined operations for improved efficiency, reducing overall costs and increasing profitability.
Expanded agency operations by identifying new market opportunities and implementing strategic growth initiatives.
Managed a portfolio above $1.5M
Led the successful acquisition of multiple companies, resulting in a larger market share and increased brand recognition.
Insurance Agent
Great Florida Insurance of Jensen Beach
09.2005 - 05.2011
Promptly respond to general inquiries via telephone, email, mail, and fax, Consistently surpass daily sales goals, Employee training, Supervisor assistance, and File management
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Built strong relationships with clients through consistent communication and excellent customer service.
Increased overall book of business by 70%
Customer Service Representative
Express Insurance
08.2003 - 09.2005
Answer phone calls, Take payments, Provide Insurance quotes to clients
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Streamlined call center processes for improved efficiency and reduced wait times.
Managed around 30-40 incoming calls and emails per day
Education
Associate of Science - Business Management
Indian River State College
Ft. Pierce, FL
Skills
Bilingual (English/Spanish)
Loan Origination
Risk Management
Team Leadership
Relationship Building and Management
Accomplishments
Successfully managed personal and business accounts and achieved a 100% satisfaction rating on all 2023 client surveys.
Certification
0220 General Lines, Property & Casualty License, 2006
0215 Life including Variable Annuities & Health, 2012