Zlatina Grozeva
Naples,United States
Summary
Professional skilled Real Estate Agent been in the market for a bit more than a year now with excellent experience in residential and commercial properties. Skilled in negotiating contracts and closing deals for Clients. Seeking a challenging position in a reputable firm that values excellence.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Brokerage Associate
Wells Fargo Advisors
Naples, FL
10.2023 - Current
- Streamlined the onboarding process for new clients, ensuring all necessary documentation was completed accurately and efficiently.
- Implemented risk management strategies by closely monitoring client portfolios and adjusting positions as needed.
- Supported senior brokers in managing high-net-worth clients, maintaining strong relationships and delivering exceptional service.
- Participated in industry seminars and networking events to stay current on market developments and expand professional connections.
- Developed customized investment plans based on each client''s unique needs, goals, risk tolerance, and time horizon.
- Managed a diverse portfolio of client accounts, executing trades and monitoring market trends to optimize investment strategies.
Real Estate Agent
Coldwell Banker
Naples, FL
07.2023 - Current
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Advertised client properties through websites, social media, and real estate guides.
- Maintained connections with clients to encourage repeat business and referrals.
- Streamlined communication between all parties involved in transactions, ensuring smooth closings and satisfied clients.
- Communicated with clients to understand property needs and preferences.
- Successfully managed multiple offers for sellers, securing the best possible outcome in each situation.
Branch Operations Manager
Wells Fargo & Company
Naples, FL
01.2021 - 10.2023
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Trained employees on proper procedures and strategies to improve productivity.
- Improved branch efficiency by streamlining operations and implementing new processes.
- Established best practices for resolving client issues quickly while maintaining high standards of professionalism.
- Organized staff schedules to ensure adequate coverage during peak business hours while maintaining employee satisfaction.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Reduced staff turnover with effective training programs and employee support initiatives.
- Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
- Assisted in the recruitment process, selecting top talent to join the team and contribute to the success of the organization.
- Coordinated special events at the branch location which resulted in increased foot traffic.
Personal Banker
Wells Fargo & Company
Naples, FL
03.2019 - 01.2021
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Teller Supervisor
Wells Fargo & Company
Naples, FL
11.2015 - 03.2019
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Conducted regular performance evaluations for teller staff, identifying areas for improvement.
Education
Real Estate -
Larson
Naples, FLMaster Degree - Public Administration
South West University
Blagoevgrad BULGARIA06.2009
Master - Law
South West University
Blagoevgrad BULGARIA06.2009
Skills
- Real estate knowledge
- Portfolio Management
- Asset Allocation
- Financial Planning
- Business relationship building
- Investment strategies
- Negotiation expertise
- Documentation abilities
- Sales strategy development
- Relationship Management
- Business Growth
- Compliance requirements
- Insurance understanding
- Markets research
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking Abilities
- Excellent Communication
- Organizational Skills
- Adaptability and Flexibility
- Task Prioritization
- Sales skills
- Professionalism
Certification
Public Notary state of Florida
Languages
Bulgarian
Full Professional
Timeline
Brokerage Associate
Wells Fargo Advisors
10.2023 - Current
Real Estate Agent
Coldwell Banker
07.2023 - Current
Branch Operations Manager
Wells Fargo & Company
01.2021 - 10.2023
Personal Banker
Wells Fargo & Company
03.2019 - 01.2021
Teller Supervisor
Wells Fargo & Company
11.2015 - 03.2019
Real Estate -
Larson
Master Degree - Public Administration
South West University
Master - Law
South West University