Raquel Aguilar
Alexandria,VA
Summary
Experienced wealth management banker and retail team leader with a strong background in business development. Seeking a management role in a growing entrepreneurial organization.
Overview
14
14
years of professional experience
Work History
Wealth Management Banking Specialist
Merrill Lynch Bank of America
Washington, DC
11.2022 - Current
- Partner and sales support to designated Financial Advisors and team.
- Ensure an outstanding experience through attentive service.
- Manage assigned customers and proactively meet with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations.
- Engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships.
- Influence, educates, and connects customers to technology.
- Possesses initiative and knowledge to provide financial options for customers, using a consultative approach.
Retail Team Leader
Truist Bank
Washington, DC
02.2016 - 11.2022
- Acted as the standard bearer of Truist and created a world-class customer experience.
- Educated clients on how to use banking digital platforms to bank and invest when, where, and how the client preferred.
- Build partnerships with local businesses to build the brand in the local market area through strong community involvement.
- Created an environment that encouraged team members to provide an exceptional customer experience, and a dynamic and engaging culture.
- Actively identified, coached, developed, motivated, and supported employees to provide superior service to every customer.
- Promoted a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes.
- Leveraged and understand the generated Branch Scorecard to identify strategies to successfully grow deposits and investments for the branch.
Personal Banker
Well Fargo
Takoma Park, MD
02.2015 - 02.2016
- Participated in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assisted customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Refereed customers' financial needs to other bankers and partners as needed
- Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve sales standards
- Adhere to internal controls and operational procedures.
Admission Officer
Strayer University
Takoma Park, MD
03.2011 - 02.2015
- Interviewed future student over the phone and face to face. Set up appointments to conduct campus tours as appropriated.
- Educated prospective students on the benefits of attending Strayer University, including our high-quality academic programs, convenient locations, flexible online and on-campus course offerings, and recommend appropriate course(s) of study.
- Assisted prospective students with the application process and review qualifications for admission.
- Enrolled new students and ensure appropriate basis of admission is obtained, all prerequisites are satisfied, and previous college transcripts are ordered if applicable.
- Partnered with other departments as necessary to finalize enrollment process, including SAS, SFS, Academics, and the University Registrar's Office.
- Adhere to all University policies and procedures and federal, state, and accrediting agency rules.
Education
Bachelor of Arts - Business Administration
Strayer University
12.2017
Associate of Business Administration - Business Administration
Strayer University
12.2013
Skills
- Leadership experience
- Exceptional customer experience
- Organize and manage competing priorities effectively
- Experience maintaining operational integrity and policies
- Experience influencing, educating, and connecting team, partners and customers to technology
Languages
- Spanish
Timeline
Wealth Management Banking Specialist
Merrill Lynch Bank of America
11.2022 - Current
Retail Team Leader
Truist Bank
02.2016 - 11.2022
Personal Banker
Well Fargo
02.2015 - 02.2016
Admission Officer
Strayer University
03.2011 - 02.2015
Bachelor of Arts - Business Administration
Strayer University
Associate of Business Administration - Business Administration
Strayer University
Similar Profiles
Panna PatelPanna Patel
Private Wealth Management Banking Specialist at Merrill Lynch / Bank of AmericaPrivate Wealth Management Banking Specialist at Merrill Lynch / Bank of America
Andrew BatemaNAndrew BatemaN
Merrill Financial Solutions Advisor at Merrill Lynch-Bank of AmericaMerrill Financial Solutions Advisor at Merrill Lynch-Bank of America
CARSON HENRYCARSON HENRY
WEALTH MANAGEMENT CLIENT ASSOCIATE at Merrill Lynch, Bank Of AmericaWEALTH MANAGEMENT CLIENT ASSOCIATE at Merrill Lynch, Bank Of America
Janet FetherolfJanet Fetherolf
Client Associate at Merrill Lynch/Bank Of AmericaClient Associate at Merrill Lynch/Bank Of America
Shihan AhmedShihan Ahmed
Lead Pharmacy Technician at CVSLead Pharmacy Technician at CVS