Roberto Benjamin Hernandez
Lethbridge,AB
Summary
Dynamic financial professional with extensive experience at ATB Financial, excelling in customer service and relationship building. Proven track record in securing favorable loan terms and enhancing client satisfaction through personalized financial advice. Proficient in data privacy and adept at analyzing financial needs to drive successful outcomes.
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Bookkeeper (Part-Time)
Self-employed
01.2025 - Current
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Personal Banking Advisor (Full-Time)
ATB Financial
05.2023 - 12.2024
- Assisted customers with loan applications, navigating the approval process and securing favorable terms for borrowers.
- Conducted regular financial reviews with clients, recommending adjustments as needed to support changing life circumstances or market conditions.
- Maintained up-to-date knowledge of industry trends and regulatory changes, adjusting client strategies accordingly.
- Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Financial Services Representative (Full-Time)
1st Choice Savings and Credit Union Ltd.
01.2021 - 05.2023
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
Financial Advisor (Full-Time)
Servus Credit Union
11.2019 - 11.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, lending products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Sales Manager (Full-Time)
Best Buy Canada
11.2015 - 11.2019
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Education
Basic Training Diploma - Accounting
Ensign College
Remote12-2022
Associate of Arts - Business Administration
Assiniboine Community College
Brandon, MB06-2017
Bachelor of Arts - International Relations
Universidad Francisco Gavidia
San Salvador, El Salvador06-2015
Skills
Office administration
Customer service
Administrative support
File organization
Technical support
Client relationship management
Languages
Spanish
Native or Bilingual
Certification
- Mortgage and Personal Lending, CSI Canada - 2022
Timeline
Bookkeeper (Part-Time)
Self-employed
01.2025 - Current
Personal Banking Advisor (Full-Time)
ATB Financial
05.2023 - 12.2024
Financial Services Representative (Full-Time)
1st Choice Savings and Credit Union Ltd.
01.2021 - 05.2023
Financial Advisor (Full-Time)
Servus Credit Union
11.2019 - 11.2020
Sales Manager (Full-Time)
Best Buy Canada
11.2015 - 11.2019
Basic Training Diploma - Accounting
Ensign College
Associate of Arts - Business Administration
Assiniboine Community College
Bachelor of Arts - International Relations
Universidad Francisco Gavidia
Similar Profiles
Patty QuickPatty Quick
Customer Service Representative at Self-EmployedCustomer Service Representative at Self-Employed
Jennifer QuinnJennifer Quinn
Transcriptionist at Self-employedTranscriptionist at Self-employed
Cheyenne RosenthalCheyenne Rosenthal
Stay At Home Mom at Self-EmployedStay At Home Mom at Self-Employed
Nick CuevasNick Cuevas
Freelancer at Self-employedFreelancer at Self-employed
Avril LeachAvril Leach
Health Care Aide at Extendicare FairmontHealth Care Aide at Extendicare Fairmont