Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Otto Sanchez

Waco,USA

Summary

Experienced Banking professional and leader, adept at fostering and maintaining client relationships. Skilled in identifying client needs and providing effective solutions, with strong track record of increased client satisfaction and loyalty. Demonstrated ability to communicate effectively and manage complex client requests. Knowledgeable with banking challenges, with history of leading successful teams and driving teamwork cohesion and synchronicity. Proven ability to enhance operational efficiency and foster collaborative work environment. Demonstrated expertise in strategic planning and conflict resolution with colleagues, subordinates and employees. Ready to take on the challenges of running a Branch alongside with learning more about risk management, tasks and controls.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Relationship Banker/Manager on Duty

Chase Bank NA
05.2023 - Current
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sales of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Cautiously practiced risk management regarding transaction approvals and other management decision making.

OWNER/MANAGER

OTTOMATTIK FESTIVITIES
01.2019 - Current


  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Trained and motivated employees to perform daily business functions.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.

FINANCIAL SERVICES PROFESSIONAL

New York Life & NYLIFE Securities
07.2019 - 07.2020
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Successfully negotiated favorable terms for clients during complex investment transactions, protecting their interests throughout the process.
  • Demonstrated thorough knowledge of various investment products by staying current with industry developments, allowing for confident guidance in product selection for clients'' specific needs.
  • Coordinated seamless transfer of funds between accounts as requested by clients while adhering to strict regulatory requirements.
  • Educated prospective clients about the benefits of working with a Registered Representative, converting leads into loyal customers over time.
  • Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.

Wealth Management Associate

WELLS FARGO BANK
04.2018 - 07.2019
  • Worked alongside with Financial Advisors for Wells Fargo Wealth management as a bridge from Retail Bank and Wealth Management
  • Increased assets under management by proactively identifying opportunities for portfolio growth within existing accounts.
  • Facilitated successful client meetings by preparing detailed reports and presenting complex information in an easily comprehensible manner.
  • Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
  • Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
  • Obtained Series 6, 63, & 65 Licenses, alongside with Life insurance license.


SMALL BUSINESS BANKER

WELLS FARGO BANK
03.2017 - 04.2018
  • Conducted outreach activities to reach new businesses and work towards the retention of our current business volume of accounts.
  • Lead the branch to consistent growth with in house business account averaging %4.75 increase each quarter, for five consecutive quarters.
  • Assisted Wells Fargo executives with affluent customers in regards to business retail matters, such as account issues, services and bank products.
  • Became sharp and knowledgeable in risk management, and in loss prevention by conducting due diligence and being proactive, not reactive to losses.
  • Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
  • Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
  • Enhanced operational efficiency by streamlining processes related to account opening, loan origination, and customer service inquiries.
  • Established strong relationships with small business owners, earning trust as a reliable financial advisor.

PERSONAL BANKER & LOAN OFFICER

WELLS FARGO BANK
12.2011 - 03.2017
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers, furthermore, resulting into solutions/sales.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.

Education

Bachelor Degree - Business Administration

Tarleton State University
05.2017

Skills

  • Team leadership development
  • Effective communication in team settings
  • Proficient in bilingual communication
  • Problem de-escalation expertise
  • Development of consistent customer engagement practices
  • Expertise in articulating company value
  • Guidance on fostering customer loyalty
  • Sales training proficiency
  • Skilled in delivering persuasive sales pitches
  • Ability to inspire teams
  • Effective problem-solving skills
  • Coaching for personal development

Certification

  • Series 6
  • Series 63

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker/Manager on Duty

Chase Bank NA
05.2023 - Current

FINANCIAL SERVICES PROFESSIONAL

New York Life & NYLIFE Securities
07.2019 - 07.2020

OWNER/MANAGER

OTTOMATTIK FESTIVITIES
01.2019 - Current

Wealth Management Associate

WELLS FARGO BANK
04.2018 - 07.2019

SMALL BUSINESS BANKER

WELLS FARGO BANK
03.2017 - 04.2018

PERSONAL BANKER & LOAN OFFICER

WELLS FARGO BANK
12.2011 - 03.2017

Bachelor Degree - Business Administration

Tarleton State University

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