Kelly Toscano Meneses
Lakewood
Summary
Accomplished Relationship Banker recognized for outstanding sales performance and client engagement. Expertise in assisting Spanish-speaking clients with accurate translations and culturally sensitive financial guidance. Performed detailed financial reviews to ensure compliance and uphold customer satisfaction standards. Partnered with various teams to support initiatives aimed at improving client accessibility and training staff on effective communication with bilingual clients.
Overview
11
11
years of professional experience
Work History
Personal Banker
KeyBank
11.2024 - Current
- Distinguished as Top Performer for consistently exceeding sales objectives and driving household growth.
- Performed financial wellness reviews to analyze client information, ensuring compliance and identifying tailored solutions.
- Provided bilingual advisory services, enhancing communication for Spanish-speaking clients through cultural adaptation.
- Worked collaboratively with management to support branch performance and enhance team culture of excellence.
Relationship Banker
Bank of America
04.2024 - 10.2024
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Improved customer satisfaction by offering expedited service for loan and credit applications.
Financial Wellness Consultant
KeyBank
01.2024 - 04.2024
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
- Facilitated new client onboarding process and investment account setup.
- Met and exceeded monthly sales targets by consistently identifying cross-selling opportunities within existing client portfolios.
- Utilized expert knowledge of banking products and services to effectively educate clients on available options.
- Assisted with branch marketing initiatives, helping to raise awareness of our products and services within the local community.
CAD Technician
Citrine LLC
10.2022 - 10.2023
- Enhanced project efficiency by streamlining CAD processes and implementing innovative tools.
- Collaborated with design teams to develop accurate, high-quality drawings for various projects.
- Reduced errors in final designs by conducting thorough quality checks on all CAD drafts.
- Provided support to engineering staff by generating detailed technical drawings using AutoCAD software.
- Assisted project managers in meeting deadlines by prioritizing tasks and working efficiently under pressure.
- Demonstrated adaptability in adjusting to changing project requirements, quickly revising drawings as needed without sacrificing quality or precision.
- Maintained high standards of professionalism while working closely with external consultants, addressing their concerns promptly and effectively resolving any issues that arose during collaboration efforts.
- Drafted and revised CAD drawings to meet client specifications.
- Utilized AutoCAD and other software to create detailed drawings.
- Interpreted drawing markups and implemented drawing revisions provided by engineers.
- Produced sketches and diagrams to illustrate design concepts.
Shop Owner
Arquisorpresas
01.2015 - 04.2021
- Boosted customer satisfaction by providing exceptional service and addressing any concerns promptly.
- Increased store revenue through effective product merchandising and targeted marketing campaigns.
- Managed inventory levels efficiently, ensuring optimal stock availability and minimizing overhead costs.
- Developed loyal customer base by consistently delivering high-quality products and personalized service.
- Established strong relationships with vendors, leveraging these connections for exclusive access to new products or preferential buying terms.
- Adapted business strategy in response to changing market conditions or consumer preferences, demonstrating a proactive approach to managing the shop''s overall success.
- Worked with marketing teams to create print and online advertisements to bring in new customers.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
Architectural Designer
521 Construction
10.2019 - 12.2020
- Created graphic renderings and models using Autocad and Revit.
- Researched building codes and requirements and applied to design planning.
- Worked closely with multi-disciplinary team to design residential and commercial projects in Colombia.
- Coordinated all architectural construction documentation and drawings for each phase of fast-track projects.
- Engaged with clients to determine needs and requirements for custom homes.
- Consulted with clients to determine functional and spatial requirements of new structure.
- Advised clients on issues and options negatively affecting completion dates and suggested ways to keep project under budget.
- Managed difficult customers with poise, compassion and support and resolved issues efficiently.
- Collaborated with multidisciplinary teams to create functional, efficient, and visually appealing spaces for clients.
- Optimized space planning solutions for various projects types including residential, commercial, and institutional facilities.
- Reviewed technical drawings developed by CAD technicians and drafters.
Architectural Drafter
FJ ARCHITECTS
02.2018 - 08.2019
- Developed comprehensive drawing sets, including floor plans, elevations, sections, and details for permit submissions.
- Collaborated effectively within multidisciplinary teams to ensure seamless communication during the design process.
- Maintained organized digital libraries of drafting resources such as symbols, templates, and standards for efficient use across multiple projects.
- Exceeded client expectations with meticulous attention to detail, ensuring all aspects of design were thoroughly considered and accurately depicted in draft documents.
- Created, printed, and modified drawings in AutoCAD and Revit.
- Reviewed civil engineering sketches and data for conformity to design concepts.
- Interpreted drawing markups and implemented drawing revisions provided by engineers.
- Prepared colored drawings and scale models to present to clients.
- Drafted required documentation for commercial and residential developments.
Education
No Degree - English-as-a-Second-Language Education
Emily Griffith Technical College
Denver, COBachelor of Arts - Architecture
Francisco De Paula Santander
Cucuta, Colombia06.2017
Associate of Applied Science - Ceramic Engineering
Francisco De Paula Santander
Cucuta, Colombia06.2017
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Financial Services
- Creative Thinking
- Financial Planning
- Banking
- Financial Advising
- Employee Motivation
- Multitasking Abilities
- Banking operations knowledge
- Organizational Skills
- Active Listening
- Customer Service-oriented
- Creative thinking
- Project management
- Persuasive communication style
- Financial processes
- Critical thinking
- Organizational skills
- Excellent communication
- Teamwork and collaboration
- Decision-making
- Time management
- Active listening
- Written communication
- Documentation
- Attention to detail
- Multitasking
- Conflict resolution
- Interpersonal communication
- Relationship building
- Task prioritization
- Analytical thinking
- Multimedia presentations
- Problem-solving
- Reliability
- Effective communication
- Adaptability and flexibility
- Self motivation
- Product knowledge
- Interpersonal skills
- Goal setting
- Professionalism
- Record keeping
- Continuous improvement
- Adaptability
- Administrative support
- Sales strategies
- Office equipment operation
- Market research
- Financial analysis
- Cross-cultural communication
- Fluent in Spanish
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Personal Banker
KeyBank
11.2024 - Current
Relationship Banker
Bank of America
04.2024 - 10.2024
Financial Wellness Consultant
KeyBank
01.2024 - 04.2024
CAD Technician
Citrine LLC
10.2022 - 10.2023
Architectural Designer
521 Construction
10.2019 - 12.2020
Architectural Drafter
FJ ARCHITECTS
02.2018 - 08.2019
Shop Owner
Arquisorpresas
01.2015 - 04.2021
Bachelor of Arts - Architecture
Francisco De Paula Santander
Associate of Applied Science - Ceramic Engineering
Francisco De Paula Santander
No Degree - English-as-a-Second-Language Education
Emily Griffith Technical College
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