Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Peter Dela Pena

Las Vegas

Summary

Talented Senior Banker offering seven years of experience. Recently passed Securities Industry Essentials Exam (SIE). Focused on developing and deepening productive customer relationships. Recognized on multiple occasions as top performer.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Banker

Bank of America
01.2018 - Current
  • Helped clients open new accounts through the means of proper discovery process.
  • Referred clients to branch partners such as the financial advisor and the business specialist to further their relationship with the bank.
  • Ensured that important documents such as signature cards are in compliance by reviewing them every morning as part of my daily tasks at work.
  • Advocated growth of team mates by helping them acquire more knowledge when it comes to business in the platform.

New Accounts Banker - MLO

Nevada State Bank, ZBNA
03.2014 - 01.2018
  • Opened new accounts for clients and gave them guidance based on their financial goals as to what other products might beneficial for them.
  • Responsble for 75% of the branch retail goals.
  • Took part in regular audits to ensure branch is operationally sound.

Education

Bachelor Or Liberal Arts - Political Science

University of Nevada, Las Vegas
Las Vegas, NV

Skills

  • Customer relationship management
  • Banking solutions
  • Critical thinking skills
  • Effective relationship building

Certification

Securities Industry Essentials Exam - Passed (08/02/2025)


Notary Public - Expires July 21, 2027

Timeline

Senior Banker

Bank of America
01.2018 - Current

New Accounts Banker - MLO

Nevada State Bank, ZBNA
03.2014 - 01.2018

Bachelor Or Liberal Arts - Political Science

University of Nevada, Las Vegas

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Peter Dela Pena