Wilson Mercado

Professional Summary.

Relationship-oriented banker at Bank of America with 1 year and 9 months of experience delivering client-centric financial solutions. Proven record of exceeding sales goals, deepening relationships, and connecting clients with specialists in lending, investments, and small business. Skilled communicator in both face-to-face and outbound phone outreach, with a strong ability to uncover needs and educate clients on self-service technologies. Adept at balancing sales performance, compliance, and client satisfaction. Seeking to advance into a Senior Banker role to leverage leadership, pipeline management, and financial advising expertise.

Core Competencies.

• Client Relationship Management & Business Development
• Sales and Goal Achievement (Consumer and Small Business)
• Lending Solutions: Mortgages, Credit, and Personal Loans.
• Referral Identification and Pipeline Management
• Active Listening and Oral Communication
• Outbound Prospecting and Follow-Up Routines.
• Mentorship and Peer Training.
• Self-Service Technology Education.

Professional Experience.

Relationship Banker, Bank of America – Providence, Rhode Island [12/2023] – Present.

• Serve as the first point of contact for clients, conducting financial reviews to identify both personal and small business needs.
• Consistently exceed monthly sales and referral goals, ranking in the market for client solutions adoption.
• Deepen relationships by connecting clients to Merrill advisors, credit specialists, and home loan officers.
• Proactively engage clients through outbound calls and follow-up routines, increasing appointment conversion.
• Educate clients on digital and self-service tools, improving transaction efficiency and client satisfaction.
• Maintain strict compliance with all account opening, servicing, and regulatory standards, reducing operational errors.
• Mentor new bankers on BOA processes, sales strategies, and compliance requirements.

Certifications and Training.

• Bank of America Relationship Banker Training Program.

Key Achievements.

• Increased client retention through proactive outreach and pipeline management.
• Selected as a peer mentor for new Relationship Bankers, supporting onboarding and performance development.