Summary
Overview
Work History
Education
Skills
Timeline
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Rolando Perera

Orlando,FL

Summary

Dedicated employee with strong values and work ethic committed to my clients and employer. Experienced in sales, service and management with an understanding on what it takes to build deep long lasting relationships. Self starter with a strong emphasis on time management in order to meet my goals, deadlines and minimize stress in fast paced situations. Most importantly I work with high energy while being honest and showing integrity.

Overview

15
15
years of professional experience

Work History

Business Banking Relationship Manager

PNC Bank, NA
09.2023 - Current
  • Strengthened client relationships by providing personalized financial solutions and expert advice.
  • Delivered top-notch customer service experiences that reinforced trust between the bank and its business customers.
  • Developed comprehensive understanding of clients'' businesses, enabling more effective financial guidance.
  • Enhanced customer retention rates through proactive relationship management strategies.
  • Balanced risk management with business growth objectives by carefully evaluating creditworthiness of prospective clients.
  • Conducted regular client meetings to discuss financial goals, review account performance, and address concerns or opportunities for improvement.

Small Business Consultant

Bank Of America
01.2020 - 08.2023
  • Assisted clients with financial analysis and budgeting, leading to improved financial health and stability.
  • Strengthened client relationships, resulting in repeat business and referrals, by consistently delivering high-quality consulting services.
  • Implemented process improvements, streamlining operations for greater efficiency and cost savings.
  • Have in depth cash flow conversations to identify lending needs.
  • Leverage partners to have a one Bank approach thus retaining and growing organically

Small Business Specialist/Manager on Duty

JPMorgan Chase
03.2009 - 01.2020
  • Recommended customized solutions of deposit, lending, and other products for small business customers.
  • Prospected for new business through networking, community outreach, and customer referral generation.
  • Increased client satisfaction by providing personalized small business solutions and support.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

Education

Fire Fighter III Certified - Fire Science

Miami Dade Fire Academy
Miami, FL
06.2003

Skills

  • Loan structuring
  • Portfolio Management
  • Cash Flow Conversation
  • Cross-Selling Products
  • Attention to Detail
  • Critical Thinking
  • Bilingual, fluent in English and Spanish
  • Sales professional

Timeline

Business Banking Relationship Manager

PNC Bank, NA
09.2023 - Current

Small Business Consultant

Bank Of America
01.2020 - 08.2023

Small Business Specialist/Manager on Duty

JPMorgan Chase
03.2009 - 01.2020

Fire Fighter III Certified - Fire Science

Miami Dade Fire Academy
Rolando Perera