Nicaury Guerrero
Miami,FL
Summary
Dynamic and attentive Personal Financial Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Technical and problem-solving skills. Detail-oriented and able to learn new concepts quickly.
Overview
10
10
years of professional experience
Work History
Senior Client Advisor
Seacoast National Bank
Miami , FL
2023.09 - Current
- Delivered exceptional customer service by responding promptly to inquiries.
- Developed detailed financial plans for clients based on individual needs and goals.
- Collaborated with internal teams such as compliance officers, risk managers, and operations personnel.
- Engaged in proactive prospecting activities such as cold calling and email campaigns.
- Reviewed account documents for accuracy prior to submission for approval.
- Identified new business opportunities through networking events and referrals from existing customers.
- Resolved customer complaints in a timely manner while ensuring customer satisfaction.
- Processed domestic and international wire transfers in compliance with applicable laws, regulations and procedures.
- Researched and resolved discrepancies related to wire transfers.
- Ensured compliance with banking regulations such as Anti-Money Laundering policies and Know Your Customer requirements.
- Verified customer identity and collected appropriate documentation to comply with Know Your Customer regulations.
- Provided direction and guidance to junior associates on complex tasks.
- Coordinated support to facilitate general office operations.
- Developed and implemented strategies to identify, target, and acquire new home loan customers.
Financial Services Associate (Personal Banker)
TD Bank NA
Miami , FL
2022.06 - 2023.08
- Interacts with cardholders and member-facing internal staff via phone, providing quality support for all card-related service issues
- Responsible for answering all inquiries related to ATM, debit and credit cards, including researching reasons for declined transactions, assisting with card activation, and reissuing cards as applicable
- Answers incoming calls promptly, ensuring outstanding service is provided
- Demonstrates excellent communication and active listening skills
- Accurately identifies cardholder needs and provides solutions and/or alternatives
- Resolves card-related issues including activation, transaction declines, and card reissuance
- Notates card records with travel information per cardholder requests
- Maintains a working knowledge of the cardholder Rewards program and card benefit products to assist with cardholder inquiries
- Works daily reports as assigned
- Performs other duties as assigned by management.
Service Administrative Coordinator
ADT Security Services
Miami , Florida
2018.09 - 2022.05
- Provides administrative operations support to the team and Branch Service Manager
- Completed bi-weekly payroll for the technicians
- Ordered material and equipment
- Completed daily reports
- Tracked monthly inspections
- Conducted physical inventory
- Coordinated the schedule and dispatch technicians for service
- Inspected services technicians as needed to maximize tech productivity
- Scheduled sub-contractor work
- Confirmed all services appointments daily
- Completed contract paperwork
- Worked with technicians to ensure all paperwork is completed properly within the designated time
- Worked with Sales team, Project Managers, and technicians
- Processed receivables checks
- Processed accounts payable invoice.
Branch Services Leader
Regions Bank
Miami , Florida
2014.09 - 2018.09
- Provides administrative operations support to the team and Branch Service Manager
- Completed bi-weekly payroll for the technicians
- Ordered material and equipment
- Completed daily reports
- Tracked monthly inspections
- Conducted physical inventory
- Coordinated the schedule and dispatch technicians for service
- Inspected services technicians as needed to maximize tech productivity
- Scheduled sub-contractor work
- Confirmed all services appointments daily
- Completed contract paperwork
- Worked with technicians to ensure all paperwork is completed properly within the designated time
- Worked with Sales team, Project Managers, and technicians
- Processed receivables checks
- Processed accounts payable invoice.
Education
Bachelor of Arts - Business Administration / Finance
Florida International University
Miami, Florida2022-04
Master of Arts - Business Administration - Accounting
St. Thomas University
Miami Gardens, FLSkills
- Banking operations
- Banking Policies and Procedures
- Customer service experience
- Proving Solving
- English & Spanish
- Schedule Coordination
- Office Administration
Timeline
Senior Client Advisor
Seacoast National Bank
2023.09 - Current
Financial Services Associate (Personal Banker)
TD Bank NA
2022.06 - 2023.08
Service Administrative Coordinator
ADT Security Services
2018.09 - 2022.05
Branch Services Leader
Regions Bank
2014.09 - 2018.09
Bachelor of Arts - Business Administration / Finance
Florida International University
Master of Arts - Business Administration - Accounting
St. Thomas University
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