Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
10
10
years of professional experience
Work History
RELATIONSHIP BANKER
WEBSTER BANK
STONY BROOK, NY
10.2023 - Current
Cultivating and maintaining strong relationships with clients, providing personalized financial guidance and support
Meeting or exceeding sales goals by promoting and cross-selling bank products and services, such as checking accounts, savings accounts, credit cards, and investment products
Following all regulatory requirements and internal policies to mitigate risks associated with banking operations and transactions are some but all responsibilities.
SALES CONSULTANT
APPLE HONDA
RIVERHEAD, NY
08.2022 - 06.2023
Contributed to the dealership sales growth by meeting and exceeding goals.
Demonstrate active listening skills by carefully understanding customer needs, budget constraints, and preferences to suggest viable vehicle choices
Provided detailed information on vehicle features, warranties and the remarkable history of our dealership
Demonstrated strong team player skills to facilitate efficient cross-departmental processes
Contributed to group targets by working closely with team members.
Cultivated long-term customer relations through consistent communication to ensure high levels of satisfaction
Established a track record of consistently adhering to dealership policies, industry regulations, and ethical selling practices.
ADMINISTRATIVE COORDINATOR
TIMOTHY HILL CHILDREN'S RANCH
RIVERHEAD, NY
03.2021 - 12.2021
Created and implemented administrative processes and procedures to prioritize job tasks and establish personnel responsibilities.
Managed the entire booking process for event venues and efficiently planned and executed guest list management and seat planning
Coordinated and executed diverse events, managing all financial transactions for million dollar yearly fundraising
Generated accurate financial reports and diligently monitored funds for team utilization
Oversaw donor portfolio to foster strong, ongoing relationships with all contributors.
RELATIONSHIP BANKER
M&T Bank
Hauppauge, NY
06.2018 - 03.2021
Consistently achieved monthly targets to ensure the bank's expansion and secure new prospects.
Achieved promotion through dedication and consistently delivering excellent results
Assisted colleagues in accomplishing their goals by consistently joining and actively participating in monthly meetings.
Provided education to customers regarding different solutions, deposits, and services that could support the accomplishment of their financial aspirations.
Managed a range of deposit accounts and credit lending options, proficiently explaining the unique characteristics, advantages, and disclosures.
Succeeded in consistently meeting deadlines for monthly, quarterly, and yearly operational reports
Managed cash flow and ATM maintenance responsibilities for the branch.
RELATIONSHIP BANKER
M&T BANK
BOHEMIA, NY
08.2016 - 05.2018
Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
Developing strong customer relationships and delivering tailored financial services such as credit cards, mortgages, car loans, and savings accounts.
Participated in Hispanic community events and workshops to promote bank services and financial literacy.
Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
Developed and executed strategies to achieve and exceed sales targets for banking products and services.
Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Attended meetings with other bankers to discuss best practices related to relationship building.
SALES CONSULTANT AND TRAINEE
LG/MARKETSOURCE
LONG ISLAND, NY
08.2014 - 07.2016
Provided guidance and instructional support to Best Buy team members on LG product's and features
Succeeded in increasing revenue by strategically identifying customer needs and capitalizing on opportunities for upselling and closing.
Provided detailed product information to customers, including features, prices, and availability.
Executed merchandising tasks to enhance store appearance and increase product visibility.
Demonstrated a track record of providing excellent customer service and surpassing monthly sales goals.
Education
Associates Degree-Liberal Arts/ General Studies -
SUFFOLK COUNTY COMMUNITY COLLEGE
SELDEN, NY
Skills
Bilingual (English and Spanish)
Banking and Retail Experience
Financial Advising
Microsoft Word & Office
Training & Development
Decision-Making
Adaptability
Interpersonal Skills
Positive and professional
Quality-oriented team player
References
Available upon request
Languages
Spanish
Full Professional
Accomplishments
Achieved promotion at M&T BANK for hard-work and dedication.
Received a generous raise at Timothy Hill Children's Ranch within 3 months for my quick adaptability, agility, hard-work and contributions.
Maintained a high GPA in college.
Affiliations
Received medals and rewards for running events and marathons. Active in the running community and donating to different organizations to raise money for different causes.