Summary
Overview
Work History
Education
Skills
Timeline
Generic

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. Seasoned Support Lead specializing in overseeing and managing support teams. Experience includes assessing team performance, implementing training programs, and developing strategies to improve customer service operations. Strengths lie in problem-solving skills, leadership abilities, and strong communication aptitudes. Previous roles resulted in improved team productivity and increased customer satisfaction rates through effective management practices.

Overview

18
18
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.
  • 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
  • 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.
  • 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

Some College (No Degree) - Business Administration

College of The Canyons
Valencia, CA

Skills

  • Team management
  • Conflict resolution
  • Client implementation
  • Product training
  • Customer service
  • Customer engagement
  • Relationship building

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

Some College (No Degree) - Business Administration

College of The Canyons
Mario Hidalgo