Ismael Palafox
Mesa,AZ
Summary
Proactive and goal-oriented business banking professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to effectively collaborate and contribute to organizational goals.
Overview
9
9
years of professional experience
Work History
Small Business Relationship Manager
Wells Fargo
04.2021 - Current
- Building and maintaining a portfolio of nearly 300 business clients with revenues of $1 million to $20 million through effective communication and exemplary interpersonal skills
- Achieved goals for sale of bank products and services through proactive conversations and nurturing existing client relationships.
- Communicating regularly with clients to understand needs, evaluate current product use and cross-sell new products based on financial needs.
- Continuously involved throughout client's business life cycle while maintaining a customer centric and team based approach.
- Collaborating with various business partners to create and present client specific pricing based on a suite of commercial banking products.
Relationship Banker
BMO Harris Bank
02.2021 - 04.2021
- Performed 50 outbound dials per week to connect with leads and assess existing clients financial needs.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
Business Banking Advisory Specialist
Wells Fargo
08.2018 - 04.2020
- Discussed financial options with clients and provided informed suggestions.
- Partnered virtually across various job families to designate business client to the appropriate banking expert; Treasury Management, SBA, Foreign Exchange, Commercial Lending, Business Relationship Manager, Middle Market.
- Created & conducted monthly reporting calls with banking leadership to review successes and opportunities related to branch managers, and specialty bankers in Oregon.
- Developed business action plans with area presidents, district managers, branch managers, and specialty bankers to increase referral activity by 20% each quarter.
Bank Teller
Wells Fargo
12.2016 - 08.2018
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in 5 referrals to local banking portal per week.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Personal Banker
Wells Fargo
12.2016 - 08.2018
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
Associate of Applied Science - Business Administration
Maricopa Community Colleges, Mesa Community College
Mesa, AZ05-2026
Skills
- Portfolio management
- Bilingual ( Spanish & English )
- Collaborative
- Sales expertise
- Customer education and consulting
- Time management
Timeline
Small Business Relationship Manager
Wells Fargo
04.2021 - Current
Relationship Banker
BMO Harris Bank
02.2021 - 04.2021
Business Banking Advisory Specialist
Wells Fargo
08.2018 - 04.2020
Bank Teller
Wells Fargo
12.2016 - 08.2018
Personal Banker
Wells Fargo
12.2016 - 08.2018
Associate of Applied Science - Business Administration
Maricopa Community Colleges, Mesa Community College
Similar Profiles
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Thomas Subin AlexThomas Subin Alex
Vice President, Lead Control Management Officer at Wells Fargo International Solutions Private LTDVice President, Lead Control Management Officer at Wells Fargo International Solutions Private LTD
Alisi MafiAlisi Mafi
Teacher at Davis School DistrictTeacher at Davis School District
Bailey RasmussenBailey Rasmussen
Phlebotomy Supervisor at LabCorpPhlebotomy Supervisor at LabCorp