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Sales Customer Service

Location:
Bradenton, FL
Posted:
September 28, 2014

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Resume:

Didier De La Cruz

Cell: 305-***-****

E mail: acf6h3@r.postjobfree.com

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OVERVIEW

•Bi Lingual(English Spanish)

•Customer Service Minded

•Substantial Ability to Multitask

•Adaptability to New Technologies

•Creative Thinker and Effective Problem Solver

•NMLS#: 1142742

PROFESSIONAL OBJECTIVE

To continue my carrier with an innovative industry leader that fully encompasses my professional

and personal goals, matched with my industry experience and career path.

PROFESSIONAL EXPERIENCE

BB&T Bank

Banker: 2013

1. Sales

•Serve as primary contact for new account openings and cross sale of other products and

services to clients and prospects.

•Proactively and reactively contact clients and prospects daily by phone or in person to

identify additional client financial needs and strengthen client relationships.

•Support team sales process by acting upon or referring identified client needs to other lines

of business, including but not limited to, retail loan, mortgage, investments, private

banking, insurance, small business, merchant services, and other areas.

•Participate in team sales efforts such as team call nights, sales meetings and debriefs.

•Employ BB&T supported sales techniques and processes whenever possible to better serve

the client and branch team.

2. Service

•Serve as contact for client problem resolution and perform maintenance for current clients as

dictated by the needs of the office.

•Serve as contact in responding to client and non client service inquiries as dictated by the

needs of the office.

•Support team service process by participating in team service efforts such as service

meetings.

3. Operational

•Adhere to regulations and internal control procedures.

•Responsible for attending applicable training classes and completing computer based

training.

•Stay abreast of all changes in policies and procedures to ensure compliance with current

guidelines.

Bank of America: 2011 2013

Sales & Service Specialist

•Achieve sales goals by utilizing knowledge of Bank products and the clients’ needs and

desires.

•Serve as primary contact for new account openings and cross sale of other products and

services to clients and prospects.

•Teach clients the merits of each product and service to help them reach the best solutions for

their individual circumstances.

•Provides efficient and courteous customer services; opens new accounts, addresses client

queries, and maintains existing accounts.

•Support team sales process by acting upon or referring identified client needs to other lines

of business, including but not limited to, retail loan, mortgage, investments, private

banking, insurance, small business, merchant services, and other areas.

Butterfield Bank: 2005 2010

Personal Banker

•Managed daily operations and generated business by selling products and services to

potential and existing customers.

•Support team sales process by acting upon or referring identified client needs to other lines

of business, including but not limited to, retail loan, mortgage, investments, private

banking, insurance, small business, merchant services, and other areas.

•Sold financial products, opened deposit accounts and accepted loan applications.

•Responded to customer inquiries and concerns and created positive solutions.

•Serve as primary contact for new account openings and cross sales of other products and

services to clients and prospects.

•Provides customer services; opens new accounts, addresses client queries, and maintains

existing accounts.

EDUCATION

Bachelor of Accounting and Finance.



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