Mario Hidalgo
Orange
Summary
Accomplished Online Banking Support Lead at First Foundation Bank, adept in team management and technical troubleshooting. Elevated client service standards and streamlined financial processes, enhancing efficiency. Excelled in relationship building, significantly contributing to sales goals and service delivery improvements. Expert in training and implementing treasury management services, demonstrating a blend of hard and soft skills to drive success.
Overview
17
17
years of professional experience
Work History
Online Banking Support Lead
First Foundation Bank
04.2020 - Current
- Managed a team of support professionals, fostering teamwork and setting performance goals.
- Provide support to Treasury Management sales by coordinating implementations for new and existing clients.
- Conduct new and existing product implementation as well as training to clients and internal staff.
- Prepare and track customer agreements, authorizations, and approvals.
- Supervise daily support of Personal Online Banking, Business Online Banking, Mobile Banking, and Treasury Management Services, including ACH and Wire Origination.
- Ensure successful, accurate, and timely implementation of Treasury Management Services for clients.
Financial Service Representative
First Foundation Bank
06.2018 - 04.2020
- Streamlined financial reporting processes for improved efficiency and accuracy.
- Support achieving branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
- Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
- Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc.
Business Banking Specialist
Wells Fargo
02.2008 - 06.2018
- Met with customers to assess needs and propose customized solutions.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Structured and finalized secured and unsecured loans.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Trained junior team members on best practices related to business banking services and products.
- Worked closely with branch managers and staff to promote a culture focused on exceptional service delivery for business banking customers.
- Identified opportunities for cross-selling other bank products and services, boosting overall revenue generation from business banking clients.
Education
No Degree - Business Administration
College of The Canyons
Valencia, CASkills
- Team management
- Escalation handling
- Customer service
- Network troubleshooting
- Relationship building
- Data entry
- Technical troubleshooting
- Training and coaching
Languages
Spanish
Native or Bilingual
Timeline
Online Banking Support Lead
First Foundation Bank
04.2020 - Current
Financial Service Representative
First Foundation Bank
06.2018 - 04.2020
Business Banking Specialist
Wells Fargo
02.2008 - 06.2018
No Degree - Business Administration
College of The Canyons
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