Customer Relations

Sergio Otero

***/***-**** (H)

***/***-**** (M)

**********@***.***

BUSINESS SPECIALIST/RELATIONSHIP BANKER

Well qualified leader with diverse experience in the ‘Financial Service’ industry. A reputation for mastering steep learning curves in rapidly changing environments. High level of Integrity, proficient in Sales Operations, Business Specialist and Assistant Branch Manager; with a focus on developing quality relationships with internal and external clients. Develop and maintain relationships/partners to maximize sales opportunities. Ensure excellent customer service at all times.

CORE LEADERSHIP COMPETENCIES

• Manage premier customer portfolio

• Cross Selling

• Relationship Building

Bilingual English/Spanish; Microsoft Office Suite

CAREER HISTORY

Capital One Bank Bronx, NY

Business Specialist/Relationship Banker 2007 – 2011

• Maintain a broad range of retail banking referrals to include brokerage, wealth management and Investment banking services.

• Managed a premier household customer portfolio

• Profile customers to make suitable product and services sales and/or refer to appropriate partners.

• Strategic planning on orders to expand services available to existing and/or new customers.

• Handled all types of accounts, products and services to ensure customers’ needs are meet.

Bank of America Bronx, NY

Business Specialist 2002 -2007

• Managed portfolio of the banking centers’ Small Business Banker.

• Developed and maintained profitable account relationships; revenues less than 5M, with Small Business customer.

• Identified and address cross sell opportunities

• Served as the Subject Matter Expert on projects that impacted the business

• Provided strategic planning to the line of business on business continuity, risk, performance management and quality.

• Developed and implemented operational procedures and system solutions which increased wire straight through processing by more than 20%

Banco Popular New York, NY

Assistant Branch, Sales Operation Manager 2000 – 2002

• Manage day to day branch operations and services; ensure staff members adhere to establish policies, procedures and controls.

• Supervise, Mentor and Coach Customer Service Representatives.

• Provide superior product and service commitment; adhere to general bank regulatory procedures including BSA/AML.

• Manage multiple employee/contract teams in the development of business-to-business services.

• In charge of product(s) from creation through quality control to measurement of customer satisfaction.

• Establish high level job satisfaction resulting in 95% employee retention.

ACHIEVEMENTS

• Bank of America Service Award of Excellence

EDUCATION

Academy of Aeronautics, Queens, NY

AA Airframe Power Plant

Lehman College CUNY, Bronx NY

BA Liberal Arts

Contact this candidate