Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
References
Timeline
Generic

Adrian Hernandez

Greeley

Summary

Banking professional with expertise in financial management, sales negotiation, and client relationship building. Proven ability to enhance operational efficiency and financial health through strategic planning and resource optimization. Experienced in analyzing complex financial data to drive growth and profitability. Committed to achieving branch goals and fostering professional development in the banking sector.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Branch Banker

PNC Bank
Greeley
02.2024 - Current
  • Conducted market research to identify potential customers and business opportunities.
  • Generated sales through lead prospecting, cold calling, and negotiating advantageous deals.
  • Achieved monthly sales targets set by management team consistently.
  • Documented sales call data accurately in company software.
  • Communicated effectively with clientele to enhance customer satisfaction and loyalty.
  • Identified key decision makers within target organizations and nurtured relationships.
  • Developed and delivered training programs for new employees on outbound sales techniques.
  • Prepared weekly progress reports detailing sales activities and outcomes.

Senior Retail Relationship Banker

BMO Harris Bank
09.2022 - 01.2024
  • Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
  • Retained existing clients and attracted new ones through personalized financial product recommendations.
  • Collaborated with other team members to deliver seamless banking experiences for customers.
  • Identified opportunities for cross-selling products, leading to increased revenue for the bank.
  • Managed branch operations efficiently, ensuring compliance with industry regulations and internal policies.
  • Developed strong relationships with clients by offering tailored solutions to their financial goals.
  • Assisted in training new hires, sharing best practices and imparting valuable industry knowledge.
  • Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
  • Reduced risk exposure through diligent monitoring of credit quality and strict adherence to underwriting guidelines.

Lead Personal Banker

FirstBank
06.2019 - 08.2022
  • Increased customer satisfaction by providing personalized financial solutions and exceptional service.
  • Streamlined branch operations for efficiency, implementing new processes and procedures.
  • Mentored junior bankers to enhance their skills and knowledge, promoting a strong team environment.
  • Coordinated staff schedules, maintaining optimal coverage during peak business hours.
  • Assisted in the management of the branch budget, ensuring expenses stayed within set parameters.
  • Conducted regular audits of teller drawers, ensuring accuracy and compliance with bank policies.
  • Delivered comprehensive training on banking products and services, increasing staff expertise.
  • Monitored customer transactions for suspicious activity, contributing to fraud prevention efforts.
  • Supported branch manager in daily operations by stepping in during absences or heavy workloads.

Banking Specialist

TTec (Teletech)
06.2016 - 05.2019
  • Increased customer satisfaction by providing personalized banking solutions and exceptional service.
  • Maintained excellent client relations, resulting in increased referrals and repeat business.
  • Enhanced staff performance with comprehensive training programs focused on product knowledge and customer service skills.
  • Implemented effective fraud detection measures that significantly reduced instances of financial crime within the institution.
  • Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.

Assistance Manager

Wal-Mart
08.2014 - 05.2016
  • Increased team productivity by implementing streamlined processes and effective communication strategies.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Established robust risk mitigation strategies to safeguard against potential operational challenges or disruptions.

Education

High School Diploma -

Greeley West
Greeley, CO
05-2014

Skills

  • Excel proficiency
  • Risk assessment and fraud detection
  • Scheduling and time management
  • Branch operations and performance tracking
  • Cash handling and cash flow management
  • Conflict resolution strategies
  • Credit analysis and financial planning
  • Loan processing expertise
  • Sales proficiency and cross-selling techniques
  • Regulatory compliance knowledge
  • Employee training and development
  • Operations management skills
  • Multitasking abilities

Certification

  • CNP - Certified Notary Public
  • NMLS - 2415020

Languages

Spanish
Native/ Bilingual

Affiliations

Volunteer Work

  • Weld Food Bank - Compete to Beat Hunger
  • Loveland Community Kitchen
  • Humane society
  • Habitat for humanity

References

References available upon request.

Timeline

Senior Branch Banker

PNC Bank
02.2024 - Current

Senior Retail Relationship Banker

BMO Harris Bank
09.2022 - 01.2024

Lead Personal Banker

FirstBank
06.2019 - 08.2022

Banking Specialist

TTec (Teletech)
06.2016 - 05.2019

Assistance Manager

Wal-Mart
08.2014 - 05.2016

High School Diploma -

Greeley West

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Adrian Hernandez