Summary
Overview
Work History
Education
Skills
References
Timeline
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Lizette Valdivia

Lizette Valdivia

Oak Lawn,IL

Summary

Seasoned financial services professional with a demonstrated history of building and maintaining strong client relationships, excellent communication skills, optimizing operations, effective time management skills, and driving revenue growth. Proven ability to develop and implement strategic plans, analyze data to make informed decisions, and ensure compliance with company policies and government regulations. I seek to leverage these skills in an Account Executive role to enhance client satisfaction and contribute to business growth.

Overview

18
18
years of professional experience

Work History

Branch Manager

Huntington Bank
02.2006 - Current
  • Built strong rapport with new and existing clients to serve financial needs better and promote loyalty, contributing to the growth of a diverse client portfolio.
  • Developed and implemented sales and service strategies that improved revenue and client retention with the collaboration of various departments and teams.
  • Regularly compiled and analyzed operational and risk reports, providing critical insights to management for proactive decision-making.
  • Ensured strict compliance with company policies and government regulations, working closely with regulatory representatives to maintain compliance and protect the organization.
  • Drove business development efforts within communities, identifying and capitalizing on new opportunities.
  • Successfully balanced client deliverables on multiple projects and internal obligations, demonstrating effective and creative project management skills.
  • Served as the primary point of contact for clients, addressing questions or concerns and ensuring exceptional service.
  • Adapted to change in the market to accommodate clients and company strategies. Along with keeping abreast of competitor activities.
  • Boosted customer base by identifying client needs and delivering relevant products, resulting in substantial financial QoQ EBITA gains. Represented company as top performer in various categories including mortgage loan results and organized volunteer efforts in our communities.
  • Coordinated special update and conversion projects, closely monitoring key performance metrics.

Education

High School Diploma -

Thomas Kelly High School
Chicago, IL
01.2005

Skills

  • Operational Efficiency
  • Relationship Building
  • Strategic Planning
  • Data Analysis
  • Compliance Management
  • Risk Mitigation
  • Business Monitoring
  • Performance Sales Acumen
  • Salesforce and CRM experienced
  • Adaptability
  • Team collaboration

References


  • Al Vasquez

Manager of National Accounts,

Assurant - Connected Living

Phone - 312.286.8066

Email - al.vaquez@assurant.com

  • Cinthia Lopez

Branch Manager, Great Lakes Union

Phone - 708.979.1827

Timeline

Branch Manager

Huntington Bank
02.2006 - Current

High School Diploma -

Thomas Kelly High School
Lizette Valdivia