Selvin Posadas
Dallas,TX
Summary
Dynamic professional with extensive experience in customer relationship management at Bank of America. Proven track record in business development and effective communication, enhancing client satisfaction and driving sales growth. Skilled in financial planning and project management, adept at identifying opportunities to optimize customer portfolios and deliver tailored banking solutions.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Bank of America
Dallas, TX
01.2024 - Current
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Provided advice on cash flow management, budgeting and investment options for businesses.
- Developed and maintained relationships with business banking clients to ensure customer satisfaction.
Insurance Sales/Customer Service Representative
Health Insurance King
Irving, TX
09.2022 - 01.2024
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Answered customer inquiries via phone, email, and chat.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Conducted regular follow-up calls with customers after resolving their issues.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Trained staff on proper procedures for handling customer inquiries about their insurance policies.
Leasing Agent and Maintenance
Madera Residential
Hurst, TX
03.2022 - 09.2022
- Processed applications by conducting background checks and verifying references.
- Monitored rent collection activities and pursued delinquent accounts.
- Maintained a professional attitude when dealing with difficult situations or customers.
- Coordinated repairs and scheduled regular maintenance on rental units.
- Inspected vacant units and ensured they were ready for showings.
- Conducted periodic inspections of units to ensure compliance with lease terms.
- Provided customer service to existing tenants by responding to inquiries promptly.
Wire Cutter and Order Fulfillment
Elliot Electric
Garland, TX
07.2021 - 10.2021
- Maintained a safe working environment by following safety protocols when operating equipment.
- Assisted in training new employees on proper operation of wire cutters and related equipment.
- Tested electrical systems after cutting wires to ensure proper functionality.
- Organized work area regularly for maximum efficiency.
- Identified any problems with the machinery or wiring systems and reported them immediately to supervisor and manager.
Coach's Assistant
FC Fusion Rowlett
Rowlett, TX
08.2019 - 10.2021
- Created and utilized training drills to improve team cohesiveness and performance.
- Assessed player abilities and assigned positions according to individual strengths.
- Encouraged athletes, fellow coaches, and parents to engage in good sportsmanship with competitors.
- Notified head coach of problems with discipline, performance, and other decision-making areas.
- Analyzed opponents' strategies and performance to develop effective game plans.
Project Manager and Planner
Pedro's remodeling
Garland, TX
01.2014 - 10.2021
- Managed multiple projects with competing deadlines simultaneously.
- Ensured compliance with applicable laws, regulations, policies and procedures throughout the life cycle of each project.
- Negotiated contracts with vendors and suppliers based on company objectives and budget constraints.
- Implemented effective communication protocols between internal teams working on different aspects of a given project.
- Developed and maintained project plans, timelines, and budgets.
Delivery and Management
LSO
Dallas, TX
08.2020 - 10.2020
- Managed inventory and supplies to ensure materials were available when needed.
- Operated a variety of machinery and tools safely and efficiently.
- Enduring all kinds of weather with a positive attitude and being on my feet for more than 12 hours a day, walking and carrying boxes with a positive attitude.
- Communication with customers, my management team, and coworkers.
Waste Collector
Valet Living
Dallas, TX
05.2020 - 08.2020
- Sorted collected material into designated categories for recycling or disposal.
- Operated waste collection truck to pick up and transport garbage, recyclable materials, and yard waste from residential areas.
- Checked container contents for prohibited items before collecting them.
- Assisted customers with questions or complaints related to services provided.
- Loaded refuse onto trucks manually when necessary.
- Emptied containers into hopper on back of truck using hand tools and and or mechanical lift device.
- Disposed of collected materials properly at designated sites following safety protocols.
Education
High School Diploma -
Garland Highschool
Garland, TX05-2017
Skills
- Customer relationship management
- Sales techniques
- Portfolio reviews
- Regulatory compliance
- Product knowledge
- Effective communication
- Team collaboration
- Customer service
- Problem solving
- Time management
- Cash handling
- Business development
- Banking
- Financial planning
- Project management
- Relationship building and management
- Written communication
- Decision-making
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Relationship Banker
Bank of America
01.2024 - Current
Insurance Sales/Customer Service Representative
Health Insurance King
09.2022 - 01.2024
Leasing Agent and Maintenance
Madera Residential
03.2022 - 09.2022
Wire Cutter and Order Fulfillment
Elliot Electric
07.2021 - 10.2021
Delivery and Management
LSO
08.2020 - 10.2020
Waste Collector
Valet Living
05.2020 - 08.2020
Coach's Assistant
FC Fusion Rowlett
08.2019 - 10.2021
Project Manager and Planner
Pedro's remodeling
01.2014 - 10.2021
High School Diploma -
Garland Highschool
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