Ignacio Villa
Lawrence,US
Summary
Leverage expertise in banking operations, customer service, and financial planning to drive client satisfaction and business growth. Proven track record in developing strong client relationships and exceeding sales goals through effective selling techniques and proactive communication. Eager to apply skills in a new role as a Financial Solutions Advisor to support and enhance team success.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
Lawrence, US
08.2024 - Current
- Assisted clients in identifying their needs and provided suitable solutions to meet their requirements.
- Conducted regular meetings with clients to discuss their goals and offered appropriate solutions.
- Exceeded sales goals by promoting products and services to maximize client financial needs.
- Built and expanded existing client relationships through proactive contact and effective pipeline management.
- Retained and acquired new customers with financial needs in deposit products.
- Facilitated regular meetings with clients to review performance metrics and discuss new initiatives.
- Found and attracted new business.
- Proficiently managed banking operations including cashiering, loan processing and credit card services.
- Maintained updated knowledge of banking regulations and compliance standards for financial institutions.
Assistant to the Superintendent
Congregation Beth Sholom
Lawrence, US
07.2019 - 05.2024
- Managed communication between the superintendent and various departments effectively.
- Managed vendor relationships to secure catering, decorations, and equipment rentals.
- Developed event timelines to ensure smooth execution of all activities.
- Facilitated onsite management during events, ensuring all details aligned with plans.
- Helped with end-to-end event planning process through meetings, walk-throughs and day-of execution.
- Developed detailed event plans and timelines to ensure successful execution of events.
- Collaborated with leadership and colleagues to coordinate staffing for each event.
Seasonal A/C Technician
EES Lighting
New York, US
05.2023 - 09.2023
- Performed preventive maintenance on cooling systems to ensure efficient operation.
- Installed new air conditioner units in residential and commercial buildings.
- Checked electrical components for proper connections and voltages.
- Tested all safety controls to ensure the units were functioning properly.
- Removed old air conditioners from customer premises before installing new ones.
- Explained installation procedures to customers so that they can understand how their unit works.
- Provided advice on how best to use their units for maximum efficiency.
- Maintained records of all work completed in order to provide accurate information.
- Ensured compliance with all local building codes related to AC installations or repairs.
Seasonal Meter Inspector
Village Of Cedarhurst
Cedarhurst, US
07.2022 - 03.2023
- Prepared documentation by writing notes, organizing official interview records, compiling inspection reports and maintaining supporting documents.
- Handled citation and traffic violation paperwork.
- Enforced traffic laws and ordinances through visual observation and radar speed detection.
Sales Associate
Emporio
Cedarhurst, US
04.2021 - 12.2021
- Built excellent rapport and working relationship with community to build trust and improve upon communication.
- Issued traffic citations and electronic tickets for violations of traffic laws.
- Utilized clear communication and interpersonal skills to build relationships with citizens.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Quoted prices, credit terms and other bid specifications.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Informed customers of promotions to increase sales productivity and volume.
- Helped customers locate products and checked store system for merchandise at other sites.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Operated cash register to record transactions accurately and efficiently.
- Helped customers navigate applications and in-store technology to deliver best-in-class experiences.
- Identified and resolved discrepancies and errors in customer accounts.
- Helped customers complete purchases, locate items, and join reward programs.
- Worked flexible schedule and extra shifts to meet business needs.
- Built relationships with customers to encourage repeat business.
- Handled cash with high accuracy and took care to check bills for fraud.
- Addressed customer needs and made product recommendations to increase sales.
Seasonal Cashier
Gourmet Glatt
Cedarhurst, US
01.2021 - 04.2021
- Liaised between clients and vendors and maintained effective lines of communication.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Managed filing system, entered data and completed other clerical tasks.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Assisted coworkers and staff members with special tasks on daily basis.
Education
GED -
Nassau Boces Academy
NY05.2021
Associate of Science - English
Centro Cultural Costarricense Norteamericano
US12.2017
Associate of Science - Business Administration
Centro Cultural Costarricense Norteamericano
USAssociate of Science - Business Administration
Nassau Community College
Garden City, NYSkills
- Quality Control Analysis
- Inventory Control Procedures
- Microsoft Office
- Schematic Understanding
- Defense System
- Effective Selling Techniques
- Merchandising Proficiency
- Checking Inventories
- Teamwork and Collaboration
- Restock Shelves
- Stockroom Organizing
- Shipment Processing
- Store Opening and Closing
- Filing and data archiving
- Document processing
- Verifying data accuracy
- Meticulous attention to detail
- Maintains confidentiality
- Collecting information
- Data transcription
- Data accuracy
- Supervision and leadership
- Project Planning
- Critical Thinking
- Proactive and Focused
- Customer Service
- Willing to Learn
- Goal Setting
- Data Analysis
- Banking operations
- Financial planning
- Cross-selling and partner referrals
- Developing customer relationships
- Opening and closing procedures
- Meeting sales goals
- Financial institution regulations
Awards
ABG Iota Delta Award Recipient
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Italian
Elementary
German
Elementary
Timeline
Relationship Banker
Bank of America
08.2024 - Current
Seasonal A/C Technician
EES Lighting
05.2023 - 09.2023
Seasonal Meter Inspector
Village Of Cedarhurst
07.2022 - 03.2023
Sales Associate
Emporio
04.2021 - 12.2021
Seasonal Cashier
Gourmet Glatt
01.2021 - 04.2021
Assistant to the Superintendent
Congregation Beth Sholom
07.2019 - 05.2024
GED -
Nassau Boces Academy
Associate of Science - English
Centro Cultural Costarricense Norteamericano
Associate of Science - Business Administration
Centro Cultural Costarricense Norteamericano
Associate of Science - Business Administration
Nassau Community College
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