Ricardo R. Gaitan
Kyle
Summary
Motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions. Deadline-focused security operations associate highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions. Driven investment banking professional able to gather, model and utilize key data for diverse projects. Technologically savvy and able to learn new programs quickly.
Overview
17
17
years of professional experience
Work History
Business Development Officer
PrimeBank Of Texas
05.2023 - 05.2024
- Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
- Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.
- Developed new sales strategies to target untapped markets, resulting in increased revenue generation.
- Identified potential partnership opportunities, leading to strategic alliances that drove business growth.
- Secured long-term client loyalty by consistently delivering high-quality products and services tailored to individual business needs.
Branch Manager
PrimeBank Of Texas
04.2022 - 05.2023
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Security Operations Service Specialist
Wells Fargo Bank
07.2017 - 04.2022
- Performed initial client assessment and analysis to begin research process.
- Assisted various business groups with document organization and dissemination during acquisitions.
- Verified data integrity and accuracy.
- Copied, logged and scanned supporting documentation.
- Researched and updated all required materials needed for firm and partners.
- Entered details such as payments, account information and call logs into the computer system.
Personal Banker
Wells Fargo Bank
03.2016 - 07.2017
- Submitted loan applications to the underwriter for verification and recommendations.
- Reviewed and edited loan agreements to ensure accuracy.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Created strategies to develop and expand sales of services to existing customer which resulted in a 80% increase in annual revenue.
- Opened accounts with a cross sale ratio of 80% products opened.
- Exceeded quarterly sales goals by 75%.
- Received superior customer service satisfaction scores for 70% consecutive quarters.
- Assessed clients' financial situations to develop strategic financial planning solutions.
- Increased company revenue by 75% over a 3-month period by selling various investment products.
Customer Sales & Service Representative
Wells Fargo Bank
04.2015 - 03.2016
- Maintained friendly and professional customer interactions.
- Created strategies to develop and expand sales of services to existing customer which resulted in a 80% increase in annual revenue.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Continued education on current banking products and services.
- Organized, stocked and maintained the teller window area.
- Executed wire transfers, stop payments and account transfers.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Received superior customer service satisfaction scores for 70% consecutive quarters.
Teller
Wells Fargo Bank
09.2013 - 04.2015
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Sold cashier's checks, traveler's checks and money orders.
- Organized, stocked and maintained the teller window area.
- Maintained balancing rate of accuracy.
- Exceeded quarterly sales goals.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
- Sold cashier's checks, traveler's checks and money orders.
- Maintained friendly and professional customer interactions.
Group leader
YMCA After School
08.2011 - 07.2013
- Provided supervision of all children, using good group management techniques
- Establish positive interpersonal relations with all students involved in program (i.e. children, parents, school personal and coworkers)
- Assist in setting up learning center, prepare snacks and supervise students activities in the gym and playground.
- Assist with planning, preparing and directing the EAC curriculum.
- Sparked imagination by helping children discover new things each day.
Sales Associate
Nike Factory Outlet
11.2007 - 07.2009
- Stocked and zoned merchandise on the floor
- Assisted customers with store products
- Cashier
- warehouse stocker
- Recommended merchandise to customers based on their needs and preferences.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Contributed to team success by exceeding team sales goal.
Education
BBA - Finance
Texas College
Tyler, TXBBA - Finance
Austin Community College
Austin, TXSkills
- Cash handling expertise
- Rapid 10-key data entry
- 30 WPM typing speed
- People-oriented
- Goal-oriented
- Customer-oriented
- Strong customer relations
- Sales professional
- Compliance, banking laws and regulations
- Accounting systems and software
- Consumer banking specialist
- Strong banking ethics
- Practices due diligence
- Data analysis
- Detail-oriented
- Savvy relationship-builder
References
- Michael Flores, Wells Fargo Bank- Senior Trust Officer
Austin, TX
(512) 484-1301
- Bobby Priestley, PrimeBank of Texas- CEO
Austin, TX 78746
(512) 924-3359
- Sam Kruger, PrimeBank of Texas- Commercial Lending
Austin, TX 78746
(806) 773-6473
Timeline
Business Development Officer
PrimeBank Of Texas
05.2023 - 05.2024
Branch Manager
PrimeBank Of Texas
04.2022 - 05.2023
Security Operations Service Specialist
Wells Fargo Bank
07.2017 - 04.2022
Personal Banker
Wells Fargo Bank
03.2016 - 07.2017
Customer Sales & Service Representative
Wells Fargo Bank
04.2015 - 03.2016
Teller
Wells Fargo Bank
09.2013 - 04.2015
Group leader
YMCA After School
08.2011 - 07.2013
Sales Associate
Nike Factory Outlet
11.2007 - 07.2009
BBA - Finance
Texas College
BBA - Finance
Austin Community College
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