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@franciscovelez
Results-driven banking professional with over 15 years of experience.
I am a results-driven banking professional with over 15 years of sales and leadership experience. My career has been marked by a proven ability to drive revenue growth, develop high-performing teams, and enhance customer relationships. I excel at identifying financial needs and implementing effective sales strategies while ensuring compliance with banking regulations. My dedication to exceeding sales targets and leading teams to success has been recognized throughout my career.
Currently, I serve as a Financial Center Manager at Bank of America, where I lead and coach a team to surpass branch sales and service goals. I focus on driving revenue growth through cross-selling banking products and enhancing customer engagement. My previous roles, including Relationship Manager and Personal Banker, have equipped me with the skills to manage diverse client portfolios and deliver tailored financial solutions that increase client retention and satisfaction.
With a strong foundation in sales strategy, risk management, and team leadership, I am committed to fostering a culture of excellence and continuous improvement. I am also bilingual in English and Spanish, which allows me to connect with a broader range of clients and enhance their banking experience.
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Work history, roles, and key accomplishments
Bank of America
Led and coached a team to exceed branch sales and service goals, ensuring exceptional customer satisfaction. Drove revenue growth through cross-selling banking products, increasing customer engagement and retention.
Bank of America
Jan 2019 - Dec 2021 (2 years 11 months)
Managed a portfolio of small business and personal banking clients, driving revenue through tailored financial solutions. Conducted financial reviews to identify client needs and recommend investment, mortgage, and small business services.
Capital One
Jan 2017 - Dec 2018 (1 year 11 months)
Consistently exceeded sales targets by identifying customer needs and offering tailored financial solutions. Educated clients on digital banking services, increasing self-service adoption and customer satisfaction.
Wells Fargo
Jan 2015 - Dec 2016 (1 year 11 months)
Developed and maintained strong client relationships through financial consultations and personalized service. Conducted needs assessments to match clients with appropriate financial products, leading to higher conversion rates.
AT&T
Jan 2013 - Dec 2015 (2 years 11 months)
Led a sales team to consistently exceed targets by implementing strategic sales techniques and customer engagement initiatives. Conducted daily coaching sessions and performance reviews, enhancing team efficiency and effectiveness.
Degrees, certifications, and relevant coursework
Associate's Degree, General Studies
Studied at Plaza College from 2006 to 2008. Focused on developing foundational knowledge and skills relevant to professional fields.
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