Omar Quintanilla
Austin,TX
Summary
Professional in client relationship management with track record of enhancing customer satisfaction. Skilled in strategic planning and execution, resulting in improved customer engagement and loyalty. Reliable team collaborator, known for adapting to dynamic environments and achieving consistent results.
Overview
13
13
years of professional experience
Work History
Financial Solutions Advisor
Bank of America Merrill Lynch
Austin, TX
09.2022 - Current
- Cultivated strong relationships with clients, ensuring alignment with their business objectives and growth strategies.
- Led regular account reviews, showcasing value delivered and identifying opportunities for further engagement.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Mentored junior advisors on best practices in client engagement and portfolio management.
Personal Banker
JPMorgan Chase Bank
Mission, TX
06.2016 - 06.2022
- Cultivated strong relationships with clients through proactive communication and tailored banking services.
- Conducted regular team meetings to align goals and drive employee engagement initiatives.
- Trained employees in essential job functions.
- Developed and implemented risk management strategies to minimize financial exposure for clients.
Lead Teller
Lone Star National Bank
Edinburg, TX
11.2013 - 05.2016
- Implemented process improvements to enhance customer service efficiency and satisfaction levels.
- Resolved customer inquiries and escalated issues promptly to maintain high service standards.
- Collaborated with management to develop training materials focused on operational excellence.
Skills
- Customer account management
- Customer retention
- CRM software
- Training and mentoring
- Teamwork and collaboration
Licenses and Certifications
- Series 7
- Series 66
- Chartered Retirement Planning Counselor
Timeline
Financial Solutions Advisor
Bank of America Merrill Lynch
09.2022 - Current
Personal Banker
JPMorgan Chase Bank
06.2016 - 06.2022
Lead Teller
Lone Star National Bank
11.2013 - 05.2016