Miguel Vargas
Palm Desert,CA
Summary
Accomplished Business Banker and Insurance Agent with a proven track record at Bank Of America, specializing in loan structuring and relationship building. Expert in developing customized financial solutions and fostering client loyalty through exceptional service. Led initiatives that enhanced team collaboration and strategic planning, significantly contributing to business growth.
Overview
10
10
years of professional experience
Work History
Business Banker
Bank Of America
03.2016 - Current
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
- Coordinated with various departments to ensure seamless delivery of banking services across all channels.
- Led training sessions for junior bankers, fostering a culture of continuous learning and professional development.
- Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
- Fostered a positive work environment by actively participating in team meetings and sharing ideas for process improvements.
Insurance Agent
State Farm
06.2014 - 07.2015
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Education
High School Diploma -
Indio High School
Indio, CA06.2004
Skills
- Loan structuring
- Portfolio Management
- Cash Flow Forecasting
- Cross-Selling Products
- Commercial Lending
- Relationship Building
- Team Collaboration
- Strategic Planning
Languages
Spanish
Full Professional
Timeline
Business Banker
Bank Of America
03.2016 - Current
Insurance Agent
State Farm
06.2014 - 07.2015
High School Diploma -
Indio High School