Omar Nuñez-Lorenzana
Chicago,IL
Summary
Experienced in promptly responding to customers' requests and providing comprehensive assistance on various banking and financial products. Demonstrated ability to drive business revenue and deliver personalized services tailored to clients' specific needs. Proficient in handling banking transactions such as payments, balance inquiries, and transfers. Possessing extensive knowledge of diverse financial instruments, combined with well-developed relationship-building expertise. Exceptional communication skills, including strong interpersonal abilities, problem-solving capabilities, attention to detail, negotiation proficiency, and analytical acumen.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Banker Sr (DMLO)
The PNC Financial Services Group, Inc.
01.2022 - Current
- Strengthened and advanced rapport with prospective and established customers.
- Leverage professional expertise in administering billing and credits
- Executed high-volume data input tasks with consistent attention to detail.
- Managed end-to-end sales closure process effectively.
- Enhanced customer experiences and satisfaction through exceptional service.
- Leveraged colleague referrals to enhance business opportunities.
- Reestablished dormant partnerships while cultivating fresh collaborations.
- Relied upon to support the professional growth of both newly hired and current banking staff.
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
- Optimized branch performance by analyzing key metrics and implementing targeted action plans.
- Mentored junior bankers, fostering professional growth and development through coaching sessions.
- Increased loan portfolio with diligent assessment of borrower applications and risk analysis.
Bank Teller (Teller Level 3)
Wintrust Financial Corporation
01.2017 - 01.2020
- Performed regular audits to ensure compliance with monitoring standards.
- Managed bank organization during working hours.
- Mentored new tellers for better performance.
- Provided exceptional assistance to customers resulting in positive experiences.
- Recognized for surpassing performance benchmarks by attaining exclusive supervisor clearance.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Education
Bachelor's Degree - Accounting & Finance
Southern New Hampshire University
01.2025
Skills
- Cash handling proficiency
- Teller support
- Credit analysis
- Debt counseling
- Financial product sales
- Financial planning
- Retirement planning
- Loan processing
- Budgeting assistance
- Branch operations
- Cash handling and management
- Foreign exchange transactions
- Transaction monitoring
- Bank services
- Customer relationship management
- Account monitoring
- Banking product sales
- Data processing
- Sales tactics
- Loan origination
- Banking document preparation
- Financial billing management
- BSA compliance
- Client onboarding
- Teamwork and collaboration
- Problem-solving
- Time management
- Relationship building
- Relationship building and management
Certification
- PNC–Certified Minority Business Advocate
- Columbia University-Economic of Money and Banking
- State of Illinois-Notary Public Commission
Timeline
Branch Banker Sr (DMLO)
The PNC Financial Services Group, Inc.
01.2022 - Current
Bank Teller (Teller Level 3)
Wintrust Financial Corporation
01.2017 - 01.2020
Bachelor's Degree - Accounting & Finance
Southern New Hampshire University