Alex Valdez
@alexvaldez
I guide retirement clients, grow relationships, and deliver high-performing financial service.
United StatesWhat I'm looking for
At ADP, I guide retirement-plan participants through benefits, financial wellness resources, investment products, and account transactions while ranking in the top 5% across key service metrics.
I've built 14+ years of financial services experience across ADP, Santander Investments, and Wells Fargo, growing client relationships, exceeding revenue and service goals, and identifying appropriate banking and investment solutions.
I'm bilingual in English and Spanish, FINRA Series 6 and 63 licensed, and experienced in financial education, client retention, business development, and coaching new representatives.
Experience
Work history, roles, and key accomplishments
Guides employees of ADP Retirement Services clients on plan benefits, retirement resources, financial wellness, investment products, and account transactions. Consistently ranks in the top 5% for calls per hour, average handle time, and OSAT while maintaining a strong client experience.
Licensed Relationship Banker
Santander Investments
Jan 2018 - Jan 2023 (5 years)
Grew and retained a book of business through relationship development, referrals, centers of influence, and proactive prospecting. Consistently exceeded revenue goals by identifying client needs and recommending appropriate financial and investment solutions.
Managed and expanded consumer, business, and high-net-worth relationships across banking, lending, and investment needs. Consistently exceeded sales and service objectives, ranking among top performers in the Northeast region.
Education
Degrees, certifications, and relevant coursework
Berkeley College
Bachelor of Science, Business Management
Earned a Bachelor of Science in Business Management from Berkeley College.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Job categories
Skills
Interested in hiring Alex?
You can contact Alex and 90k+ other talented remote workers on Himalayas.
Message AlexGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
