Roberto Nunez Luna
Manor,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Qualified Senior Relationship Banker with strong background in managing client portfolios and providing personalized financial solutions. Successfully built and maintained long-term relationships with high-net-worth individuals and businesses. Demonstrated expertise in managing complex financial transactions and delivering exceptional customer service.
Overview
9
9
years of professional experience
Work History
Senior Relationship Banker
Comerica Bank
Pflugerville, TX
08.2022 - Current
- Obtain NMLS number.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Cultivated strong client relationships through personalized banking solutions.
- Assist in loan applications/closings, account openings and time investment products.
- Report suspicious activity that could be harmful to the customer and financial institution.
- Analyzed customer financial needs to recommend appropriate products and services.
- Mentored junior bankers on compliance regulations and customer service excellence.
Personal Banker
Frost Bank
Austin, TX
01.2021 - 06.2022
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Teller
Wells Fargo
Austin, TX
05.2019 - 01.2021
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Stocked supplies for customers and personal teller station.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Salesperson
Covert Buick GMC
Austin, TX
01.2019 - 05.2019
- Listened to clients and introduced solutions to satisfy business and personal needs.
- Increased sales and customer satisfaction through personalized servicing.
- Asked open-ended questions to determine needs and assisted customers in selecting appropriate merchandise.
- Developed and grew leads through repeat business and customer referrals.
Customer Service Representative
Bank Of America
Austin, Texas
08.2017 - 01.2019
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Processed customer adjustments to maintain financial accounts.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Answered customer telephone calls promptly to avoid on-hold wait times.
Education
High School Diploma -
Austin Community College
Skills
- Financial Product knowledge
- Financial Regulations knowledge
- Banking Client relationship management
- Loan origination
- Portfolio management
- Relationship building and management
- Excellent written and verbal communication and interpersonal skills
- Cash flow analysis
- Branch operations
- Effective leadership
Languages
Spanish
Timeline
Senior Relationship Banker
Comerica Bank
08.2022 - Current
Personal Banker
Frost Bank
01.2021 - 06.2022
Teller
Wells Fargo
05.2019 - 01.2021
Salesperson
Covert Buick GMC
01.2019 - 05.2019
Customer Service Representative
Bank Of America
08.2017 - 01.2019
High School Diploma -
Austin Community College