Rian Pablo
Relationship Banker
Jacksonville Beach,FL
Summary
Professional banking specialist with proven expertise in financial services, client relationship 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
1
1
year of professional experience
Work History
Relationship Banker
Bank of America
08.2025 - Current
- Built client relationships through needs-based conversations and tailored banking solutions.
- Identified opportunities for credit cards, loans, and digital banking enrollment.
- Resolved account issues and transaction discrepancies while safeguarding customer information and fraud risk.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Education
Associates - Business Administration
University of North Florida
Jacksonville, FL 05.2001 -
Associate of Business Administration - Business
Year Up United
Jacksonville, FL 05.2001 -
Skills
customer service
Sales expertise
Cash handling
Customer Service-oriented
Relationship building and management
Community relations
Policy development and implementation
Microsoft office
Product promotions
Excellent Communication
Teamwork and Collaboration
Planning and Coordination
Organization and Time Management
excel proficiency
Timeline
Relationship Banker
Bank of America
08.2025 - Current
Associates - Business Administration
University of North Florida
05.2001 -
Associate of Business Administration - Business
Year Up United
05.2001 -