Wandaliz Nieves
Bridgeport
Summary
Organized and dependable banking professional with extensive experience in deposit operations, customer relationship management, and financial services. Proven ability to manage multiple priorities with a positive attitude and a commitment to achieving team goals. Strong analytical skills and attention to detail, with a track record of improving operational efficiency and customer satisfaction.
Overview
11
11
years of professional experience
Work History
Commercial Deposit Service Specialist
M&T Bank
Bridgeport
08.2024 - Current
- Conduct regular audits of deposit operations to ensure compliance with internal controls and industry best practices.
- Serve as a subject matter expert in deposit operations for departmental projects, contributing valuable insights during planning and execution.
Implement quality control measures to reduce error rates on deposit transactions. - Monitor and analyze deposit trends to identify opportunities for process improvement and cost savings.
Maintain accurate database records related to customer deposits.
Relationship Manager
M&T Bank
Bridgeport
10.2022 - Current
- Developed and maintained strong client relationships to enhance satisfaction and loyalty.
- Customized solutions based on customer needs and provided knowledgeable advice.
- Conducted regular client meetings to assess progress and address concerns.
- Generated reports on customer interactions and performance metrics.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Mortgage Loan Officer
PrimeLending
Milford
09.2020 - 09.2022
- Processed new loan applications in accordance with established guidelines.
- Conducted interviews with prospective clients to gather information regarding loan applications.
- Assessed customer financial status and credit worthiness to determine eligibility for mortgage loans.
- Prepared loan documents such as commitment letters, closing statements, promissory notes and deed of trust.
Senior Universal Banker
Bankwell
Fairfield
09.2018 - 09.2020
- Resolved customer complaints efficiently and professionally.
- Assisted customers with loan applications and other financial services, such as setting up bank accounts, transferring funds, and opening certificates of deposit.
- Developed relationships with customers by providing personalized advice on their finances.
Assistant Manager
Savings Bank Of Danbury
Danbury
02.2018 - 09.2018
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Managed customer service inquiries and complaints in a timely manner.
- Supervised daily operations including scheduling shifts, assigning duties.
Financial Services Representative
TD Bank
Fairfield
06.2014 - 02.2018
- Analyzed financial data to identify opportunities for increasing profitability.
- Assisted clients in understanding complex financial concepts and instruments.
- Created customized plans tailored to each individual client's needs.
- Conducted regular reviews of existing portfolios to ensure they remain in line with clients' goals.
Education
Bachelor of Science - Accounting
Post University
Waterbury, CTSkills
- Financial analysis
- Accounting software
- Regulatory compliance
- Budgeting
- Customer relationship management
- Data analysis
Languages
Spanish
Native/ Bilingual
Timeline
Commercial Deposit Service Specialist
M&T Bank
08.2024 - Current
Relationship Manager
M&T Bank
10.2022 - Current
Mortgage Loan Officer
PrimeLending
09.2020 - 09.2022
Senior Universal Banker
Bankwell
09.2018 - 09.2020
Assistant Manager
Savings Bank Of Danbury
02.2018 - 09.2018
Financial Services Representative
TD Bank
06.2014 - 02.2018
Bachelor of Science - Accounting
Post University