Summary
Overview
Work History
Education
Skills
References
Timeline
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Michael Montalvo

Port Saint Lucie,FL

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Overview

8
8
years of professional experience

Work History

Relationship Banker

PNC Bank
Port Saint Lucie, FL
05.2020 - Current
  • Proactively managed lead generation and referral generation, leveraging bank products and services to attract new mass affluent households.
  • Managed and grew Business Banking relationships under $1MM in sales revenue.
  • Translated customer information into actionable sales strategies, generating quality referrals to ecosystem partners.
  • Developed ecosystem leadership as a COI inside and outside of the branch, working across a broad range of partners.
  • Differentiated customer experience through advanced conversation skills and tailored solutions.
  • Advocated for mass affluent clients and prospects across departments within PNC.

Pro Acct Sales Associate

Home Depot
Port Saint Lucie, FL
02.2018 - 05.2022
  • Obtain and maintain all mechanical lift equipment licenses offered by HD.
  • Personally, I assisted over 2,500 customers in creating orders that fit their needs.
  • Maintained an average of 3 commercial account credit cards a month.
  • · Provided Installation services (fence, water heaters etc.) for over 300 houses in the Port Saint Lucie area.
  • · Accommodate customer order issues by partnering with Managers to personally deliver items to the customer or discount order accordingly.
  • · Developed professional relationships with 15 assigned Pro Account contractors who are the top 5% consumers in Gatlin Home Depot.
  • · Further business of Pro Accounts by studying their purchase history and developed purchase programs for contractors. The measure for sales was determined by comparing the spending of the contractor year to date

Vendor

R&R Vending Enterprises
Port Saint Lucie , FL
11.2016 - 05.2020
  • Collect, secure, and transport funds removed from serviced vending machines to the warehouse or bank.
  • Operate the assigned company vehicle to transport merchandise.
  • Upkeep accurate records of warehouse inventory and fulfill inventory orders directly with distributors.
  • Network with companies to create a line of communication, providing the opportunity to negotiate the possibility of acquiring contracts for new locations.
  • Personally, negotiated contracts with Wyndham Hotels, Walmart, Greyhound Bus Routes, Costco, 1st Transit, among many other companies.
  • Maintained a vending route comprised of 44 machines in 22 locations from Vero Beach to Kendall.

Education

High School Diploma -

Cypress Bay
Weston, FL
05-2013

Skills

  • NMLS DMLO Licensed
  • Bilingual (English, Spanish)
  • Customer Service
  • Customer Financing
  • Creative Thinking
  • Strong leadership & Collaboration
  • Problem Solving & Escalation Management
  • Cash Flow Management
  • Recordkeeping Requirements

References

References available upon request.

Timeline

Relationship Banker

PNC Bank
05.2020 - Current

Pro Acct Sales Associate

Home Depot
02.2018 - 05.2022

Vendor

R&R Vending Enterprises
11.2016 - 05.2020

High School Diploma -

Cypress Bay

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Michael Montalvo