PROFESSIONAL EXPERIENCE Capital One Bank New York, NY 2012 – Present
District Multi Branch Banker Coach/Mentor Currently: As an MBBC my primary responsibilities are to prepare effective skill development activities. Also monitor team member’s sales and referral results. Provide ongoing coaching and performance evaluations throughout the Midtown East market. Book of business of over 100 business clients. Network: Maintain professional relationships with business owners in the community, CPA’s, Networking Groups and networking events to ensure constant flow of business to each branch in the district. Meet with CPA’s and Referral Sources on a weekly basis at their place of business, and the branch conference room. By-weekly meetings with Networking Groups, and Paychex representatives to talk about clients that may need my services as a Capital One banker. Excellent interpersonal, communication, good presentation, and negotiation skills with the ability to build up rapport quickly with clients. Manage: Over 10 employees per branch when branch manager is absent. Motivate and encourage staff in their work to keep the branch running effectively, while motivating the teller staff to refer personal and business clients to the bankers.
Relationship-development expertise that complements the ability to aggressively build solid client base and drive revenue growth.
Able to establish a clear vision of work goals and guide others toward achieving said goals. Ensures all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations.
Capital One Bank New York, NY 2010- 2013 Relationship Banker /Branch Designee As the Relationship Banker I was responsible for direct selling of our consumer and small business products/services to existing and new customers using the GAIN Model. I developed and deepen relationships by servicing and selling consumer and small business products to new and existing customers.
Analyze: Clients’ merchant transactions to help them make the right decisions with their accounts and explain the financial services. Identify possible sales opportunities and generate new business for the company. Setting up meeting with new clients, research the latest products and regulations from other financial institutions to have a clear knowledge of the customer’s needs. To grow the banking book of business by both actively acquiring new corporate relationships and companies and its immediate vicinity and deepening relationships with existing client base.
Popular Community Bank New York, NY 2008- 2010 Personal Banker Offered and sold financial products and services to consumers and small business customers. Open deposit accountants, handled loan applications, and managed various customer service requests.
Maximize the depth and profitability of a customer relationship with effective cross sales. Resolve customer complaints, issues promptly and effectively. N.Y. Community Financial Brooklyn, NY ` 2001- 2005 Supervisor
Data Entry Processing and verification of customer’s identity. Responsible for over $1,000,000.00 in cash and provided tellers with cash drawers to begin the workday. EDUCATION: University Of Phoenix Pursuing a B.A. in Business Administration