Summary
Overview
Work History
Education
Skills
Timeline
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Rachel Caponera

Fort Lauderdale,FL

Summary

Well-rounded and energetic banking professional experienced in fast paced financial environments. Focused on exceeding client's expectations while delivering a best-in-class experience. Strong communication skills, sales experience, and a deep knowledge of the banking and financial industries.

Overview

13
13
years of professional experience

Work History

SENIOR RELATIONSHIP BANKER

TRUIST BANK
11.2013 - Current
  • Adept at managing high levels of responsibility in all aspects of banking including teammate coaching and development, operational expectations, exceptional client service, and supporting strong relationships across all lines of business
  • Proven record of accomplishment regarding branch and individual scorecard, partner referrals, client recognition, and audit results
  • Proactively meets with personal and business clients face to face and over the phone to uncover their financial needs and provide product and service recommendations
  • Participated in 2023 YTD team performance of 139.77%
  • 100% customer satisfaction survey scores for 2023/2024
  • Consistently entrusted by upper management with managerial duties and teammate coaching and supervision in the absence of a branch leader.
  • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
  • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
  • Increased cross-selling opportunities through identifying clients needs and recommending appropriate banking products.
  • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.

SENIOR FINANCIAL SERVICES ASSOCIATE

PEOPLES UNITED BANK
08.2011 - 09.2013

Education

BACHELOR OF ARTS - ENGLISH -

FLORIDA ATLANTIC UNIVERSITY
BOCA RATON, FL

Skills

  • Loan Origination
  • Portfolio Management
  • Cross-selling techniques
  • Relationship building and management
  • Loans
  • Sales expertise
  • Persuasive communication style
  • Customer Service-Oriented
  • Professionalism
  • Excellent Communication

Timeline

SENIOR RELATIONSHIP BANKER

TRUIST BANK
11.2013 - Current

SENIOR FINANCIAL SERVICES ASSOCIATE

PEOPLES UNITED BANK
08.2011 - 09.2013

BACHELOR OF ARTS - ENGLISH -

FLORIDA ATLANTIC UNIVERSITY

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Rachel Caponera