Stephane Munoz Guzman
Richmond,CA
Summary
Knowledgeable and dedicated Financial Advisor Candidate with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
8
8
years of professional experience
Work History
ADP Financial Advisor Candidate
Merrill Lynch
02.2024 - Current
- Self-motivated, with strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Managed time efficiently in order to complete all tasks within deadlines.
- Passionate about learning and committed to continual improvement.
ADP Relationship Manager
Bank Of America
02.2023 - 02.2024
- Strengthened client relationships by providing timely and accurate financial advice, leading to increased customer satisfaction.
- Identified opportunities for cross-selling additional bank products, driving business growth through strategic sales efforts.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
Relationship Banker
Bank Of America
08.2022 - 02.2023
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Customer Service Representative
Bank Of America
07.2019 - 08.2022
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, and services charges
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
Sales Associate
24 Hour Fitness
10.2016 - 07.2019
- Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
- Greeted customers and helped with product questions, selections and purchases.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
Education
No Degree - Finance
Contra Costa College
San Pablo, CAHigh School Diploma -
Berkeley High School
Berkeley, CA06.2016
Technical - Emergency Medical Technology
Berkeley Adult School
Berkeley, CA06.2016
Skills
- Problem Solving
- Performance Management
- Banking products knowledge
- Team Building Leadership
- Bilingual (Spanish)
- Pleasant and Personable
Timeline
ADP Financial Advisor Candidate
Merrill Lynch
02.2024 - Current
ADP Relationship Manager
Bank Of America
02.2023 - 02.2024
Relationship Banker
Bank Of America
08.2022 - 02.2023
Customer Service Representative
Bank Of America
07.2019 - 08.2022
Sales Associate
24 Hour Fitness
10.2016 - 07.2019
No Degree - Finance
Contra Costa College
High School Diploma -
Berkeley High School
Technical - Emergency Medical Technology
Berkeley Adult School
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