PROFESSIONAL PROFILE
Integral Banking Specialist, dedicated to public service, with consolidated experience of more than 32 years working in different positions, acquiring knowledge and offering solutions to problems in the Banking areas. Focused on achieving results through motivation in the work group for the fulfillment of goals, ensuring savings and good management of the organization's finances and in turn with a willingness to provide and promote improvements in processes to ensure customer satisfaction. Determined to continue to grow professionally and achieve business objectives. SKILLS AND ABILITIES
- Good interpersonal relations
- Mastery of the exchanges, the acronyms of
each of the currencies and the documentation
for the operation to be carried out
- Experience with banking transactions and
accounting cycles
- Effective negotiation, technical and
communication skills with broad synthesis of
ideas
- Ability to listen, study and analyze the client's request carefully
- Capacity for ethical and responsible decision
making and execution
- Self-management for the fulfillment of multiple
tasks
- Strategic orientation to achieve company goals and objectives
WORKING EXPERIENCE
1988 - Present First Bank – Arecibo, PR
During my 32 years of experience at First Bank as a Manager, Assistant Manager, Operations Officer, Service and Sales Representative I have provided quality service in the following roles
- Financial reporting, transaction management
- Supervision and management of a bank branch
- Supervision, recruitment and training of staff
- Managing income and expense budgets
- Compliance with institutional policies at the state and federal levels
- Supervision of representative and team leaders
- Identification of possible departmental
improvements
- Control and handling of process documentation
- Support for the development of the plans and
tasks assigned to the department
- It guarantees an adequate management in the
administration of users
- Processing, maintenance and implementation of
new customer accounts and changes to existing
accounts
- Customer care and service providing
information about the product or service
- Leadership and implementation of the
institution's sales and service culture
- Coordination and participation in community
reinvestment activities (CRA)
- Handling of different tasks with a specific
schedule
- Administrative reporting
- Establishing and maintaining business
relationships with customers
- Solving everyday problems in the work area
- Continuous monitoring of controls and
processes
- Detection of anomalies and risks and
implementation of corrective actions
- Answering phone calls and making the
corresponding transfers
AWARDS AND ACHIEVEMENTS
- Compliance with sales, income and expense budgets for 10 years
- Presidential Award (2018)
ACADEMIC FORMATION
1986 Instituto de Banca – Río Piedras, PR
Integral Banking
5800 Annapolis RD 305
Bladensburg MD 20710
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JORGE LIONEL
GONZÁLEZ BERMÚDEZ