Lucas

Personable and responsible service provider with 15 years in cash, sales, management, customer service experience and high level of business acumen. Solid team player with upbeat, positive attitude. Highly productive with a record of achieving all set targets. Proactive in establishing a cooperative business climate across multiple departments and levels.

Dedicated Customer Service

Representative motivated to maintain customer satisfaction and contribute to company success. Mature talented, experienced Bilingual, Multitasking employee. Seeking to develop constructive client relationship and achieve company goals.

Senior Wealth Management Banking Coordinator - Legal Specialty Group

(2025-01)

• Manage account administration, client service, sales support, and relationship management activities while balancing multiple priorities and maintaining a high level of accuracy and confidentiality.
• Build and maintain strong client relationships, identify retention concerns, and recognize potential business opportunities across banking and wealth management product lines.
• Support relationship managers in addressing clients' financial needs and delivering customized banking and wealth management solutions.
• Prepare professional client correspondence, account documentation, reports, and customized presentation materials to support client meetings and business development efforts.
• Ensure compliance with established policies, procedures, risk controls, and regulatory requirements while supporting accurate account administration and mitigating operational risk.
• Colaborate with relationship managers, internal partners, colleagues, and leadership to resolve client and operational issues and achieve business goals

Relationship Banker Assistant Vice President

(2024-01 - 2025-01)

• Develop and sustain a portfolio of high-value affluent clients, offering personalized financial advice and solutions to align with their goals.
• Provide in-depth information regarding banking products, investment options, and financial planning strategies to enhance client satisfaction and loyalty.
• Oversee account management and operational activities to ensure efficiency, accuracy, and adherence to regulatory policies.
• Work closely with internal teams and external partners to connect clients with specialized services and resources.
• Ensure compliance with all regulatory requirements, mitigate risks, and uphold the integrity of the institution.
• Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.

Senior Banker - PNC Bank Coral Gables - Coral Gables

(2023-01 - 2024-01)

• Develop, implement, and manage strategic banking initiatives to support the bank's overall goals maintaining the highest revenue tier in five consecutive quarters.
• Monitor daily transactions and advise clients on banking products and services such as credit cards, accounts, loans, process payments and reminds client of payment deadlines. Establish and maintain relationships with customers, providing advice on banking services.
• Analyze financial data and prepare detailed reports to present to management.
• Evaluate loan applications, creditworthiness and ensure compliance with banking regulations.
• Participate in financial planning and budgeting activities.
• Monitor market trends and recommend changes to improve banking operations and coaching, mentored and supervising bankers.
• Lead team of banking professionals to ensure targets are met and investigate customer complaints and provide timely resolutions.
• Liaise with other departments to ensure efficient banking services.

Banker - PNC Bank Coral Gables - Coral Gables

(2022-01 - 2023-01)

• Highest revenue tier in four consecutive quarters.
• Establish strong relationships with clients of high net worth, comprehending their financial portfolio and presenting solutions.
• Higher understanding of all banking products (all types of lending, investments, business, etc.).
• Constantly exceeded sales goals. Strong referrals to eco-partners.
• Opening bank accounts for new and existing customers, manage transactions, and close accounts when necessary.
• Building relationships with current and prospective clients as a foundation to promote their institution's products. Resolving clients' issues and perform administrative tasks such as documenting their information, and other related duties.

Branch Banker Associate - PNC Bank Coral Gables - Coral Gables

(2021-01 - 2022-01)

• Float between banker/teller platform. Allowed me to apply myself at a higher rate.
• Float between branches. Familiarized myself different management styles and branch models (universal, business center, traditional).
• Operational cash compliance processes.
• Proficient lobby leading with high foot traffic. High multitasking ability while retaining client satisfaction.

Server/Expeditor - Tuyo Restaurant/School Miami Dade College - Miami

(2012-01 - 2020-01)

• Full operation of front of the house, frequently under no direct supervision.
• Supervise and train employees. Worked directly with the culinary school students with no previous experience.
• Execute private events/buyouts.
• Organize and control inventory (bar, coffee, and general restaurant tools).

Management Internship - Dolores But You Can Call Me Lolita Restaurant

(2016-01 - 2016-12)

• Assist with scheduling, 18 employees.
• Floor supervisor.
• Hold meetings with clients for event coordination.
• Perform bank cash drops and daily closing balancing.

Bachelor's Degree - Finance - Purdue Global University (2023-01)

Bachelor's Degree - Business Administration - Miami Dade College (2013-01 - 2017-01)

Associate degree - Hospitality - Miami Dade College (2009-01 - 2012-01)