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2505 E Williams Field Rd Apt 2080
Gilbert AZ 85295 602.377.2420
A challenging and rewarding position as a Finance professional utilizing my expertise in relationship building and providing solutions that best fit a client’s finanial needs.
Excellent interpersonal and communication skills with the ability to understand the immediate and long-term goals and provide appropriate solutions to meet those goals.
Extensive experience in a finance environment.
Extremely motivated team player.
Able to acquire and maintain excellent client relationships.
Proficiency in relationship building and customer service.
Able to work under pressure and work independently.
Bank of America – May 2015 to Present
As a Relationship Manager I provided solutions to our clients while providing a high level of service and expertise.
Managed existing client base, serviced relationships, and cross-sold financial solutions to acquire 100% of client business.
Successful at gaining new business by out-bound business and real estate referrals.
BBVA Compass Bank - November 2009 to February 2015
As a Universal Banker I sold financial bank and non-bank solutions, such as insurance's, annuities and mutual funds according to in depth profiling for suitability and client needs. · Finished in the top five for the West Region in the Licensed Banker ranking in 2013 and 2014.
Worked a portfolio of the top 3% of the banking center of high net worth clients both business and non-business owners to gain 100% of their business through Retail and Investment avenues.
Leveraged my product knowledge to assist the branch in meeting its goals.
Mentoring and training of new-hires to achieve excellence.
Life, Health, Series 6, 63 and Series 7
Mortgage licensed through NMLS