
Timeline
About me
Licensed Financial Sales Representative at Regions Financial Corporation
Education

Broward college
-Business administration and management, general
Experience

Miami-dade county public schools
Jun 2000 - May 2003ParaprofessionalAssisting classroom teacher with every day learning for classes of 30 or more kids. Developing kindergarten students' language and reading skills.Supplemental reading coach for various grade levels K-6.

Regions bank
Jun 2003 - nowFinancial sales representativeCreated and maintained the branch business plan and sales activity plan resulting in meeting and exceeding consumer loan and annuity goals. Developed new and existing customer relationships through networking, cross-selling opportunities, and referrals to and from specialists within the bank. Responding to and resolving various client concerns via telephone and email by facilitating with internal resources and tracking each issue to resolution.Consistent customer satisfaction score of 100% . Work closely with management regarding daily operations ensuring that service levels are maintained and goals are attained.Developed, nurtured and maintained relationships with long standing clients to establish confidence with the institution and increase client's relationship with the bank.Network with all relevant departments to action requests and complete tasks.Conducted various administrative tasks to include auditing, maintaining and processing monthly reports.Processing and maintaining incoming and outgoing domestic and international wire transfers.Participates as needed in networking events, trainings, business meetings and presentations to support sales initiatives.Referred investment, mortgage, and insurance client business to increase revenue for the branch. Submitted lines of credit applications and worked with underwriters to secure credit lines and loans and ensure compliance to all loan policies and procedures.Analyzed complex financial statements and provided business strategies and solutions to business owners. Show less
Licenses & Certifications

02-14 license
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