Adalid Maldonado-Posadas
Stafford
Summary
Dynamic banking professional with a proven track record at Wells Fargo & Company, excelling in relationship building and financial advising. Demonstrated ability to boost customer satisfaction and sales through expert client relationship management and banking solutions. Achieved consistent client loyalty by leveraging interpersonal skills and banking policy expertise, enhancing branch productivity and customer service.
Overview
7
7
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
11.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Cross-sold bank products and services to meet customer needs and provide options.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Supervisor
TD Bank NA
03.2022 - 11.2024
- Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
- Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
- Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
- Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
- Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
- Implemented safety protocols to minimize workplace accidents and maintain compliance with industry standards.
- Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
- Developed staff skills through targeted training programs, resulting in improved performance and career growth opportunities.
- Identified operational inefficiencies and implemented corrective measures to increase effectiveness.
Personal Banker
TD Bank NA
09.2017 - 03.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Education
High School Diploma - General Studies
Hylton High School
Woodbridge, VA07.2017
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Fraud prevention
- Attention to detail
- Sales expertise
- Relationship building and management
- Interpersonal skills
- Banking policies and procedures
- Banking
- Issues resolution
- Financial advising
- Account maintenance
- Regulatory compliance
- Loans
- Financial services
- Account management
- Opportunity identification
- Loan processing
- Relationship management
- Cross-selling products
- Transaction processing
- Professional appearance
- Teller support
- Rapport building
Languages
Spanish
Full Professional
Timeline
Personal Banker
Wells Fargo & Company
11.2024 - Current
Supervisor
TD Bank NA
03.2022 - 11.2024
Personal Banker
TD Bank NA
09.2017 - 03.2022
High School Diploma - General Studies
Hylton High School
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