Peter Delapena
Las Vegas,NV
Summary
Talented and well-rounded Senior Banker offering 10 years of experience. Focused on building new relationships as well as strengthening existing relationships with clients. Specialized on assisting high net worth clients with very complex financial needs.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Banker, Officer
Bank Of America
03.2018 - Current
- Provided solutions to clients based on their most important financial priorities. Solutions include deposit accounts, credit products, investments as well as varying services for business owners such as payroll and merchant payment processors.
- Mentored junior bankers and tellers in improving their communication skills with clients as well as properly navigating different applications for a more efficient work environment.
- Conducted comprehensive financial review for clients to ensure that they are maximizing their relationship with the bank to their benefit.
- Ensured an operationally sound work environment by conducting daily review of signature cards and other important bank documents crucial to the day to day operation of both the platform and the teller line.
New Accounts Banker - MLO
Nevada State Bank
03.2014 - 01.2018
- Proactively prospected to find business outside the branch by visiting business establishments to talk about products offered by the bank.
- Enhanced relationship with existing clients by introducing to them mortgage products that would allow them access to better cash flow and/or by referring them to wealth management with the goal of enhancing their financial future.
- Took part in processing home equity lines of credit and auto loans during underwriting.
- Supervised day to day operation of the teller line as a proxy to the branch manager. Responsibilities include balancing the central vault and ensuring smooth execution of transactions by the tellers.
Education
Bachelor Of Liberal Arts - Political Science
University of Nevada - Las Vegas
Las Vegas, NVSkills
- Very strong relationship building skills with a diverse clientele
- Effective communications skills
- Well-rounded knowledge in various bank products
- Excellent risk mitigation skills acquired over years of experience in the field
Certification
Notary Public
Languages
Filipino
Full Professional
Timeline
Senior Banker, Officer
Bank Of America
03.2018 - Current
New Accounts Banker - MLO
Nevada State Bank
03.2014 - 01.2018
Bachelor Of Liberal Arts - Political Science
University of Nevada - Las Vegas
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