Peter Prado
Pico Rivera,CA
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
20
20
years of professional experience
Work History
Property Management Supervisor
Pradez Investments
01.2020 - Current
- Developed strong relationships with tenants, fostering open communication channels to resolve concerns promptly.
- Updated and enforced lease agreements in compliance with local laws, protecting both landlord and tenant rights.
- Managed daily operations for multiple properties, ensuring smooth functioning and high tenant retention rates.
- Enhanced tenant satisfaction by addressing and resolving property maintenance issues in a timely manner.
- Provided exceptional customer service and handled tenant complaints promptly and appropriately,.
- Oversaw budget development for properties under management, aligning financial goals with operational needs.
- Generated leads for sales and rental properties through cold calls and referrals.
Program Assistant
Orange Coast College
02.2015 - 03.2020
- Provide comprehensive specialize campus support for students within the Foster Care system program.
- Supporting students' personal and social development as they transition to and through university. This may include conducting assessments, goal setting, and transition plan meetings.
- Provided administrative support to department leadership, streamlining daily operations through efficient task prioritization and delegation skills.
- Collaborated with external partners to expand program reach and impact.
- Scheduled and managed logistics for students workshops, such as college on boarding financial resources and academic counseling.
Personal Banker
JP Morgan Chase Bank NA
12.2010 - 08.2012
- Engage with customers to develop a positive customer experience; strive to make each customer interaction the best experience of their day.
- Opening and maintained accounts such as checking, savings, CD’s, safe box, credit cards, lines and Loans.
- Qualified customer on institutional loan/lines of credit services and application,.
- Identify, establish, and develop long-term relationships with clients and stakeholders, to fulfill the objectives needs to be involved.
- Conducted outbound calls for potential prospects leads utilizing sale strategies and techniques to acquire new business acquisitions.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Personal Banker
Wells Fargo & Company
04.2007 - 12.2010
- Opened new customer accounts, including checking, savings and lines of credit, loan applications, and signing up for new services.
- Conduct and host quarterly sales, service data for monthly branch goals meetings.
- Cross-sold bank products and services to meet customer needs and provide options.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Generated new business by conducting thorough financial needs assessments and offering tailored products center to clients needs.
- Scheduled and lead group hiring panel for screening, and interviewing and recruit new prospective branch employees
Customer Service Sales Representative
Verizon Wireless
09.2004 - 04.2007
- Utilize strong interpersonal skills to negotiate one or two-year wireless plan contract agreements.
- Administered audits physical inventory to ensure and enhance departmental operating procedures to improve efficiency.
- Assist Manager with administrative support such as financial sale and service statements, invoice copies, payment credit vouchers, compliance and audit reports.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- I trained new employees on customer service, money handling and organizing strategies.
Education
Associate of Science - Degree In Process
Orange Coast College
Costa Mesa, CA06.2019
Associate of Arts - Graphic Design
The Art Institute of California
Santa Monica06.2003
Skills
- Cross-Selling and Upselling
- Portfolio assessment
- Financial product knowledge
- Client Relationship Management
- Sales Development
- Interpersonal Skill
- Employee Development
- Interviewing and Hiring
- Human resources knowledge
- Portfolio Management
- Relationship building and management
- Coaching and Mentoring
Accomplishments
- Greet customers and ask questions to determine their needs. Process Transactions/Customer Service.
- Strong listening skills, excellent customer service skills, effective asking questions and identifying needs to expand the customer relationship.
- Hands on experience in providing exceptional customer service and resolving clients'accounts issues.
- Adhering to all bank security, audit, and compliance requirements.
- Ability to resolve customer issues by providing solutions.
- Consistently achieved a 99% teller/ATM/Vault balancing in average.
- Successfully trained 5 new tellers over a 12 month time period.
- Self-motivated, assertive, and able to multitask effectively
- Promoted to Lead Banker based on superior performance.
- Bilingual. Speak, read and write in English and Bengali.
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Property Management Supervisor
Pradez Investments
01.2020 - Current
Program Assistant
Orange Coast College
02.2015 - 03.2020
Personal Banker
JP Morgan Chase Bank NA
12.2010 - 08.2012
Personal Banker
Wells Fargo & Company
04.2007 - 12.2010
Customer Service Sales Representative
Verizon Wireless
09.2004 - 04.2007
Associate of Science - Degree In Process
Orange Coast College
Associate of Arts - Graphic Design
The Art Institute of California
Similar Profiles
JONORA SEARLESJONORA SEARLES
Healthcare Land Developer at JES Investments LLC / MDE Investments LLCHealthcare Land Developer at JES Investments LLC / MDE Investments LLC
Luke MarkoeLuke Markoe
Financial Analyst Intern at Pine Valley Investments, LLC. Pine Valley InvestmentsFinancial Analyst Intern at Pine Valley Investments, LLC. Pine Valley Investments
Mitchell Peltier, CFP®Mitchell Peltier, CFP®
Senior Associate Consultant at Franklin Templeton Investments/ Putnam InvestmentsSenior Associate Consultant at Franklin Templeton Investments/ Putnam Investments
David AlvarezDavid Alvarez
Shipping and Receiving Manager at Pen ManufacturingShipping and Receiving Manager at Pen Manufacturing
Christopher RodriguezChristopher Rodriguez
Electrical Helper at Harbor UCLA Medical Center, LADHSElectrical Helper at Harbor UCLA Medical Center, LADHS