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Bettina FerrerBF
Open to opportunities

Bettina Ferrer

@bettinaferrer

Business Solutions Advisor at Bank of America who manages 2,000+ clients and earned recognition for securing over $600K in deposits.

United States
Message

At Bank of America, I manage a portfolio of 2,000+ small-business clients across the Miami market, delivering commercial relationships and tailored financial solutions. I work with businesses generating up to $2M in annual revenue.

I consistently achieve 125%–150% of quarterly deposit acquisition targets against a $2.7M goal. In 2026, I earned national recognition for securing over $600K in new deposits from a single client, while facilitating a Merrill Lynch investment referral and supporting the acquisition of two credit cards.

Before my current role, I was a Senior Personal Banker and Client Service Specialist at Bank of America. I developed commercial relationships, recommended banking and lending solutions, and connected clients with specialized financial services.

At BBVA Group | Banco Provincial, I managed a portfolio of 100+ business clients and coordinated financing applications with the credit department. My work included assessing financial needs and preparing applications that achieved an approximate 60% approval rate.

Experience

Work history, roles, and key accomplishments

Bank of America logoBA
Current

Business Solutions Advisor

Aug 2024 - Present (2 years 2 months)

Manages a portfolio of 2,000+ small business clients, delivering tailored financial solutions and consistently achieving 125%–150% of quarterly deposit acquisition targets. Earned national recognition for securing over $600K in new deposits from a single client.

Education

Degrees, certifications, and relevant coursework

UC

Universidad Rafael Belloso Chacín

Diploma, Finance and Financial Management

Diploma in Finance and Financial Management from Universidad Rafael Belloso Chacín, completed in 2015.

UC

Universidad Rafael Belloso Chacín

Bachelor's Degree, Industrial Engineering

Bachelor's Degree in Industrial Engineering from Universidad Rafael Belloso Chacín, completed in 2011.

Tech stack

Software and tools used professionally

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