PETER SETZER
Boca Raton,FL
Summary
Professional banking specialist with proven expertise in financial services, customer relationship management, Risk Management and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
13
13
years of professional experience
Work History
Relationship Banker
Truist Bank
05.2022 - Current
- Provide operational guidance, oversight, and decision-making support to branch teammates, ensuring efficiency, accuracy, and compliance with bank policies.
- Drive sales growth by identifying customer's needs, recommending tailored banking solutions, and executing effective cross selling strategies to achieve and exceed individual and branch goals.
- Interpret and implement operational policies and procedures to enhance the customer experience and ensure regulatory compliance.
- Collaborate with cross-functional partners to drive branch performance across sales, service, and operational metrics.
- Consistently surpass customer satisfaction standards through proactive engagement, precise execution, and prompt resolution of customer inquiries and service request.
- Analyze and calculate loan-to-value and debt-to-income ratios to ensure credit decisions align with risk and compliance standards.
Insurance Agent
Bankers Life and Casualty
03.2019 - 04.2022
- Developed and implemented operational procedures to ensure quality standards are met Directed and supervised team of 4 employees in daily operations.
- Directed operations staff by providing guidance, training, and support to meet company objectives.
- Participated in industry events and conferences, networking with over 20 potential clients and generating $30,000 in new business.
- Monitored and improved efficiency of processes, team performance, and customer service.
Operations Manager
Life Saver Pool Fence Systems, Inc.
01.2015 - 02.2019
- Developed and implemented operational procedures to ensure quality standards are met.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Directed operations staff by providing guidance, training, and support in order to meet company objectives.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
- Led cross-functional teams in problem-solving activities related to process improvements or new product launches.
Repair Tech Supervisor
USAlert
08.2012 - 12.2014
- Diagnosed system malfunctions and identified solutions to resolve technical issues.
- Directed and supervised team of 4 employees in daily operations.
- Tracked progress on projects and provided timely feedback to staff members.
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
- Evaluated employee performance through periodic reviews and documented results accordingly.
Education
Bachelor of Arts -
Palm Beach Atlantic University
West Palm Beach, FL12.2014
Skills
- Effective leadership
- Relationship building and management
- Problem-solving expertise
- Coaching and Mentoring
- Adaptability
- Compliance expertise
- Sales Development
- Goal Oriented
- Customer Service-oriented
- Financial planning
- Business development
- Critical thinking
- Decision-making
- Time management
Timeline
Relationship Banker
Truist Bank
05.2022 - Current
Insurance Agent
Bankers Life and Casualty
03.2019 - 04.2022
Operations Manager
Life Saver Pool Fence Systems, Inc.
01.2015 - 02.2019
Repair Tech Supervisor
USAlert
08.2012 - 12.2014
Bachelor of Arts -
Palm Beach Atlantic University