Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
14
14
years of professional experience
Work History
VP, Small Business Banker
Bank Of America
McKinney, TX
09.2019 - Current
Meet with existing clients and prospects through personal calling efforts and other contacts to discuss business lending needs.
Management of client portfolio with annual revenues between $500k and $5 million
Analyze financial conditions of clients and industry trends.
Understand and interpret financial statements and cash flow analysis.
Analyze client's current banking portfolio and utilize financial solutions to maximize client's profitability.
Personal Banker
Wells Fargo Bank
Plano, TX
03.2010 - 10.2011
Deepen the understanding of customer’s financial needs and provide financial suggestions
Reaching out into the community by placing outbound phone calls to existing clients and visiting businesses.
Met daily, weekly, monthly and quarterly sales goals.
Promoted financial products by maintaining excellent service offering knowledge.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Achieved consistent recognition as top sales performer.
AVP, Merchant Services Consultant
Bank Of America Merchant Services
McKinney, TX
10.2011 - 09.2019
Develop new merchant processing relationships with small to medium sized businesses
Assisting in developing relationships with new business opportunities
Acquire new merchant services relationships through referrals from Bank of America banking centers and through prospecting external sources such as association relationships, centers of influence and vendor relationships, among others.
12 average new merchant services account signed per month. With highest month at 30 accounts.
Education
Associate of Science - General Business
Massachusetts Bay Community College
Wellesley Hills, MA
12.2003
No Degree - Electronic Engineering
Javeriana University
Cali, Colombia
12.1999
Associate of Science - Electronic Technology
Valle University
Cali, Colombia
06.1998
Skills
Top performer consecutive years with over 90 million merchant services signed volume in 2016