Symphoni Cespedes

• Assisted customers in opening personal and business deposit accounts, ensuring the correct account types were selected and matched customers need.

• Partnered with clients to identify suitable financial products and tools to achieve their financial goals.

• Achieved quarterly branch consumer lending goals (credit card applications and personal loans).

• Performed account maintenance and assisted with cash transactions, ensuring compliance with regulatory standards.

• Conducted notarial acts in accordance with state laws.

• Engaged clients on the bank floor to proactively identify and meet sales and service needs.

• Opened special title and consumer deposit accounts while strengthening client relationships through follow-ups.

• Resolved client complaints promptly to ensure satisfaction and loyalty.

• Assisted clients with digital banking platforms and performed various service transactions.

• Delivered exceptional customer service to enhance the banking experience and meet quotas.

• Maintained relationships with account holders, by following up on financial needs.

• Managed a cash drawer and performed teller operations, while promoting alternative banking options.

• Recruited, trained, and coached Sales Associates to improve customer service and achieve sales goals.

• Consistently exceeded sales targets by implementing strategic marketing and sales initiatives.

• Managed retail KPIs and conducted performance reviews to enhance team performance.

• Oversaw daily operations for a $2.5 million annual revenue store, ensuring optimal performance metrics.

• Supervised a team of brand representatives and managed inventory processes.

• Designed visual merchandising and ensured a customer-friendly shopping experience.