ENRIQUE ANGULO
Buckeye
Summary
Dynamic banking professional poised to excel in a client-focused environment, with a proven track record of delivering personalized financial advice that drives significant customer retention. Recognized for reliable collaboration and adaptability to evolving needs, ensuring seamless service delivery. Expertise in financial analysis complements strong customer engagement skills, fostering lasting relationships and enhancing client satisfaction. Committed to leveraging industry knowledge to contribute positively to organizational success and client outcomes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
10.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge on industry best practices, incorporating relevant information into existing procedures as needed.
- Detected fraudulent activities by conducting thorough investigations and analyzing transactional data.
- Provided expert guidance to senior management on matters relating to fraud risk, ensuring informed decision-making and strategic planning.
- Minimized losses due to fraud incidents by swiftly identifying patterns of suspicious behavior and taking appropriate action, such as freezing accounts or contacting authorities when necessary.
Assistant Branch Manager
First National Bank of Texas
07.2015 - 07.2022
- Contribute to the fulfillment of department and company objectives and goals
- Established and checked coding procedures, monitored reports and updated internal files.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Contributed to the development and implementation of strategic plans for the branch that aligned with overall bank objectives, driving sustained growth and success.
- Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
- Comply with all companies policies, procedures and regulations
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Reviewed credit applications for risk factors and credit worthiness.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
Education
High School - criminal justice
Independence High School
Phoenix, AZ05.2015
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Glendale Community College
Glendale, Arizonareal estate
Arizona school of real estate
buckeye, az11.2020
Skills
- Relationship building and management
- Customer Service-oriented
- Cash handling
- Financial services
- Loss prevention
- Organizational skills
- Excellent communication
- Teamwork and collaboration
- Analytical thinking
- Adaptability and flexibility
- Risk assessment
Accomplishments
- Collaborated with team of 5 in the development of Money Better Habits.
- Achieved circle of excellence by completing our 5 metrics with accuracy and efficiency for 4 quarters in a row.
- Collaborated with team of 30 plus in the development of a round table to seek ideas from different successful centers and individuals.
Certification
Money Better Habits champion
- BRMP - Business Relationship Management Professional
Languages
Spanish
English
Timeline
Relationship Banker
Bank of America
10.2022 - Current
Assistant Branch Manager
First National Bank of Texas
07.2015 - 07.2022
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Glendale Community College
real estate
Arizona school of real estate
High School - criminal justice
Independence High School
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