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Professional Summary

You hired an Associate Banker. I am an extremely Motivated Banker and Trainer. My Communication Skills are outstanding. You help me build Client Relationships with Active Listening , Trust and Integrity. You and myself are engaged in Emotional Intelligence.

People Person
Works as a Team Leader
Problem Solver
PC Computer Literate

Strong Interpersonal Skills

Communicates very Effectively

Superb Writing Skills

Apple Computer Literate

  • In - Aisle Prospect Trainer
  • Citizens Bank
  • Smithfield, RI
  • May 2006 to November 2007

Achieved training Bankers to qualify,present and close sales in 5 branches.
Implemented marketing strategies creating 467 new clients.
Trained Bankers in closing Personal and Business Checking Accounts, Home Equity Lines of Credit and Wealth Management appointments in 5 branches.

  • Acting Assistant Manager
  • Citizens Bank
  • Woonsocket, RI
  • November 1999 to January 2001

Trained staff on operating procedures and bank products.
Identified individual development needs with training for Bankers.
Extremely effective liaison between clients and internal departments.

Quarter 1 and 3 Achieved 3 out of 4 Branch Goals.

Quarter 2 and 4 Achieved 4 out of 4 Branch Goals.

  • Relationship Banker
  • Citizens Bank
  • Cranston, RI
  • October 1997 to Current

Received Most Valuable Player - 11 quarters. Greater than 100 % of Sales Goals.
Highest quarter of Home Equity Lines of Credit Sales of $1,200,000.
Opened accounts with a cross sale ratio of 9 products opened and trained Bankers.

  • Bachelor of Science - Mangement and Marketing
  • Northeastern University
  • Boston, MA
  • 1978
Cooperative Education - Department of the Navy
Accomplished Purchasing, Negotiating Individual Contracts and Team Negotiation for F-14 Fighter Jet and B-52 Bomber.

Tom Hopkins Sales Boot Camp - How to Master the Art of Selling
Dale Carnegie - Communications and Leadership - Graduate Assistant Teacher
Dale Carnegie - The Sales Advantage
Toastmasters International - Area Director , Competent Communicator and Competent Leader
Ocean State Toastmasters - 6 Times Past President and 7 Times Past Vice - President Membership , 4 Times Chairman Banquet Dinner Meeting , District 31 Officer Nomination Committee and 2 Times Club Speech Contest Winner

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Professional Summary

Dynamic and motivated professional with a proven record of generating and building relationships, skilled in demonstrating exceptional communication skills, and making critical decisions during challenges. Adaptable and transformational leader with an ability to work independently, creating effective presentations, and developing opportunities that further establish organizational goals. Passionate about promoting lasting customer satisfaction by delivering top-notch service and unparalleled support.

  • Speak and write fluently in English and Spanish
  • Empathetic and genuine individual
  • Highly analytical thinking with demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes
  • Computer-literate performer with extensive software proficiency covering wide variety of applications
  • Seasoned professional whose honesty and integrity provide for effective leadership and optimal business relationships
  • Innovative problem-solver who can generate workable solutions and resolve complaints
Work History
03/2018 to 04/2019
Detention Officer Dallas Marshals Office Dallas, TX
  • Wrote daily reports and maintained logs of inmate activities and behaviors
  • Prevented crimes through careful observation and investigation of suspicious and unusual behavior
  • Enforced General Services Administration (GSA) policies by anticipating potential security breaches
  • Collected and organized all surveillance data and information to protect client possessions and workspaces
  • Processed prisoners through professional customer service, appropriate identification and documentation processes as part of facility booking procedures
  • Established positive working relationships and maintained boundaries with resident offenders.
01/2014 to 03/2018
Relationship Banker Bank of America Financial Center Dallas, TX
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Processed quarterly Vault and ATM audits with a zero error rate
  • Maintained balancing record with 100% rate of accuracy
  • Created strategies to develop and expand sales of services to new and existing clients
  • Exceeded quarterly sales goals by minimum of 40%
  • Worked with clients to address and respond to client and partnership management issues
10/2008 to 05/2012
Front End Coordinator Party City Arlington, TX
  • Increased profits through effective sales training and troubleshooting profit loss areas
  • Cultivated a customer-focused shopping environment by greeting and responding to all customers in a friendly manner
  • Worked with the management team to implement the proper division of responsibilities
  • Operated a cash register for cash, check and credit card transactions with 100% accuracy
  • Determined customer needs by asking relevant questions and listening actively to the responses
Associate of Arts: Criminal Justice Mountain View College - Dallas, TX
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Focused and Professional Manager, experienced in bank management and human resource support. Strong ability to handle all types of Human Resource tasks including training new hires, managing employee files and screening potential employees. Skilled in maintaining employee records, processing payroll and resolving staff issues.

  • Conflict resolution techniques
  • Skilled multi-tasker
  • Data entry
  • Proficient in MS Office/Excel
  • Verbal and written communication
  • Team leadership
  • Hiring and retention
  • Understanding of HR policies
  • Compensation/payroll
Associate of Science: Human Resources Management Expected in 06/2021 Rasmussen University, Mokena, IL


Notary Public


First Financial Bank Hammond, IN Relationship Manager 10/2019 to Current

Guided new hires through orientation, on-boarding and explained documentation requirements to facilitate HR process. Created, organized and maintained employee personnel files to keep sensitive data secure. Developed job postings, recruited candidates and scheduled interviews to fill vacant positions. Provided excellent service and attention to customers when face-to-face or through phone conversations.

BMO Harris Bank Franfort, IL Retail Relationship Banker 08/2018 to 10/2019

Handled customer inquiry's daily regarding procedures, policies, account opening and closing, deposits, stop payments, wires and lost and stolen debit/credit cards. Adhered to bank and legal guidelines for reporting, loan approvals, and money handling. Maintained current knowledge of compliance with all operating policies and procedures. Achieved or exceeded personal sales goals on consistent basis.

US Bank Chicago, IL Sales and Service Manager 04/2012 to 09/2018

Developed open and professional relationships with team members, enabling excellent customer service and an enthusiastic work environment. Sorted job applications, vetted candidates and chose individuals for branch positions. Trained new staff. Assisted with employee termination process to drive consistency and reduce discrimination claims. Performed evaluations, customer surveys and team audits. Handled and corrected all employee payroll and time clock discrepancies.

Chase Bank Calumet City, IL Personal Banker 09/2008 to 05/2012 Worked as a team member to provide the highest level of service to customers. Cold-called prospective customers to build relationships. Maintained productive relationships with existing customers through exceptional follow-up after sales. Listened to customer needs and preferences to recommend best product. Served as a leader in the branch by training new employees on sales techniques. Consistently met and exceeded banker goals for productivity.
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Licensed Banker with an extensive career in financial services and a track record of driving sales and boosting company morale. Goal-oriented, successful at assisting and referring clients in the right direction in order to reach their financial objectives.
  • Cash handling
  • Fluent in Spanish
  • Energetic
  • Excels in team leadership
  • Strong interpersonal skills
  • Excellent work ethic
  • Relationship selling
  • Complex problem solving
  • Team leadership
  • Employee training
  • Computer proficiency
  • Multi-tasking ability
  • Conflict resolution
  • Prospecting and cold calling
Chase Private Client Banker Jan 2019
JPMorgan Chase Naples, FL Main point of contact for a select group of Chase's affluent clients, as well as other customers in the branch. Managed client's complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. Helped acquire new clients by actively soliciting referrals and developing internal and external sources. Shared the value of Chase Private Client with clients that may be eligible.  Managed their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs. Helped lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week. Adhering to policies, procedures and regulatory banking requirements.
Relationship Banker (Licensed Banker) Dec 2015 to Jan 2019
JPMorgan Chase Bank, N.A. Naples, FL Identified prospective customers using lead generating methods and referrals from other tellers, bankers, and walk-ins. Perform daily cold calls. Establish new accounts, earning a profit for financial institution while client financially benefits as well. Retained and ensured proper handling and care of 250 existing high balance accounts. Secured client retention by driving service and product benefits, features and recommendations around clients' needs. Strategized long-term business needs while driving customer feedback for process improvements. Building client rapport while paying close attention to details of clients' personal and financial picture. Address and overcome client objections and obstacles from previous financial experiences or lack of knowledge of the current market and turning it into successful financial plan.
Personal Banker Dec 2014 to Dec 2015
Fifth Third Bank Naples, FL Opened consumer/business accounts as well as recommend additional products and services. Established relationships with customers and take ownership of difficult client situations from start to finish. MAB champion for the region representing South Naples in different state events and coaching local branch champions by doing one-on-one motivational presentations. Prospecting potential business owners for example, Little Caesars, whom brought over 5 franchises to the bank. 
FSR/PB 1 Sep 2013 to Dec 2014
Fifth Third Naples, FL Ability to multi-task between teller and banker position and was still able to meet and exceed banker goals. Transitioned clients from teller line to PB desk, uncovering their financial needs. Solely managed the branch cash vault and RBU. 
Teller Feb 2013 to Sep 2013
Fifth Third Naples, FL Processed sales referrals and promoted bank services and products, resulting branch sales increase and best team 5/3 referral in 2013. Cash handling experience including deposits/withdrawals, payments, and ability to find cash differences. Examined checks for identification and endorsement. Delivered prompt, accurate and excellent customer service. Received branch recognition award for outstanding customer service.
Series 6; Life Insurance and Annuities; Small Business Specialist Certification