PEDRO CRUZ
ISLIP TERRACE,NY
Summary
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. I believe in exceeding set goals and obtaining results by example; honesty, hard-working leadership, and family type relationship with employees that transcends to the customers.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo
05.2024 - Current
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Provide banking services to high-net-worth clients.
- Advise customers on various aspects of recommended and available financial options and services.
- Developed strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs.
Relationship Banker
Wells Fargo
08.2021 - 05.2024
- Responsible for managing assigned customers and building lasting relationships with them.
- Responsible for understanding the financial needs of customers and recommending products and services that will improve their situation.
- Partner with Financial Advisors, Mortgage Bankers and Business Bankers in order to connect with experts that can help them with their financial needs.
Assist. Vice President Premier Relationship Manage
HSBC Bank
12.2018 - 06.2020
- Responsible for actively engaging with Premier customers and developing strong professional relationships through high touch client service and need based recommendations, aiming at helping clients to achieve their financial goals
- Established and maintained strong relationships with customers, vendors and strategic partners.
Relationship Banker
Santander Bank US
01.2017 - 12.2018
- Responsible for managing assigned customers and building lasting relationships with them
- Responsible for understanding the financial needs of customers and recommending products and services that will improve their situation
- Partner with Financial Advisors, Mortgage Bankers and Business Bankers in order to connect customers with experts that can help them with their financial needs
Warehouse Manager
Spancraft
06.2013 - 05.2016
- Responsible for managing stock and inventory for a glass manufacturer
- Oversee orders being shipped from overseas
- Maintain a well-organized merchandise inventory
- Responsible for training employees
- Ensured customer orders and order pick-ups are completed in a timely fashion
- Maintain a clean and well-organized facility
- Built motivated warehouse team to consistently accomplish operations goals and exceed performance targets.
Personal Banker
Citibank
03.2012 - 03.2013
- Responsible for opening customer accounts such as checking accounts, savings accounts, credit cards and personal line of credit
- Service existing customer accounts
- Responsible for branch achieving its sales quota through financial planning and selling its financial products
Regional Manager
PRIMERICA FINANCIAL SERVICES
10.2000 - 02.2012
- Recruited, hired and trained sales representatives
- Ensured trainees concluded the sales licensing process
- Responsible for office achieving sales goals through financial planning and personally selling financial products
- Managed customer accounts
- Scheduled and organized assignment of duties for trainees
Assistant Store Manager
Blockbuster Video
10.2005 - 01.2009
- Managed, modeled and reinforced service expectations of both internal and external customers to maximize a positive experience
- Reinforced an environment that allowed employees to do what was necessary to resolve customer issues quickly and correctly
- Responsible for achieved sales goals by creating business plans and setting store goals that aligned with strategic sales plans achieving and exceeding sales goals
- Recruited, hired, developed, evaluated and counseled store employees
- Scheduled, organized, and directed assignment of duties
- Ensured proper cash controls and loss prevention procedures are in place and followed by SOP (Standard Operating Procedures)
- Executed merchandising standards and marketing programs
- Ensured all daily SOP’s performed to company requirements
Education
Pursuing Bachelors Degree - Business and Finance
University of Pheonix
Skills
- Sales
- Telemarketing
- Asset allocation
- Banking relationship management
- Prospect calling
- Financial advice
- Promoting products
Certification
- Life Insurance License
- Health Insurance License
- Series 6 License
- Series 63 License
Timeline
Senior Premier Banker
Wells Fargo
05.2024 - Current
Relationship Banker
Wells Fargo
08.2021 - 05.2024
Assist. Vice President Premier Relationship Manage
HSBC Bank
12.2018 - 06.2020
Relationship Banker
Santander Bank US
01.2017 - 12.2018
Warehouse Manager
Spancraft
06.2013 - 05.2016
Personal Banker
Citibank
03.2012 - 03.2013
Assistant Store Manager
Blockbuster Video
10.2005 - 01.2009
Regional Manager
PRIMERICA FINANCIAL SERVICES
10.2000 - 02.2012
Pursuing Bachelors Degree - Business and Finance
University of Pheonix
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