MARINA CANTILLO
Orlando,FL
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
Elmwood Park, NJ
07.2022 - Current
- Identify and mitigate lending and operational risks, ensuring compliance and safety.
- Pioneered client education initiatives, leveraging industry-leading products to address unique financial priorities and enhance overall service quality.
- Partner with product specialists to originate and close home equity loans, tailoring solutions to meet diverse client needs.
- Analyze client portfolios to identify opportunities for premium products, enhancing overall financial strategies and service quality.
Personal Banker
Wells Fargo & Company
Elmwood Park, NJ
01.2015 - 06.2022
- Engaged proactively with customers, achieving high satisfaction and retention rates.
- Led projects that delivered measurable results and improved team collaboration.
- Built cross-functional partnerships to provide tailored financial solutions.
- Surpassed quarterly sales targets by identifying and leveraging cross-selling opportunities.
Customer Service & Sales Representative
Wells Fargo & Company
Paterson, NJ
10.2012 - 12.2014
- Delivered exceptional customer service, enhancing overall client satisfaction and retention.
- Drove sales growth through targeted product recommendations. Consistently surpassed targets, contributing to branch performance improvements.
- Spearheaded 'Wells at Work' presentations, boosting financial product awareness and driving substantial sales growth for the branch.
- Implemented customer feedback-driven service improvements, resulting in measurable enhancements to client satisfaction and retention rates.
Bank Teller
Wells Fargo & Company
Paterson, NJ
06.2010 - 09.2012
- Ensured compliance with internal controls, enhancing operational efficiency and achieving high ratings.
- Streamlined ATM operations through meticulous deposit management and proactive servicing, ensuring uninterrupted customer access to banking services.
- Mentored and trained new tellers, imparting essential skills and best practices, resulting in improved branch efficiency and customer satisfaction.
- Analyzed transaction patterns to identify potential fraud risks, implementing preventive measures that significantly reduced security incidents.
Education
B.S - Criminal Justice
Berkeley College
Certification
- Commissioned Notary Public- State of New Jersey
- NMLS Registered
Accomplishments
- Pinnacle Award 2023
Timeline
Senior Banker
Bank of America
07.2022 - Current
Personal Banker
Wells Fargo & Company
01.2015 - 06.2022
Customer Service & Sales Representative
Wells Fargo & Company
10.2012 - 12.2014
Bank Teller
Wells Fargo & Company
06.2010 - 09.2012
B.S - Criminal Justice
Berkeley College
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