Byron Duran

Byron Duran Email and Phone Number

Financial Solutions Advisor @ Merrill Lynch
new york, new york, united states
Byron Duran's Location
Washington, District of Columbia, United States, United States
About Byron Duran

My name is Byron Duran and I am an individual with over half a decade of experience in the banking industry. Throughout my career, I’ve assisted clients with their foundational banking needs, ensuring they understand the products and services available to them. My expertise includes financial planning, helping clients develop strategies to manage their finances effectively. I also take pride in educating clients about financial literacy, empowering them to make informed decisions. My goal has always been to provide personalized service, fostering trust and long-term relationships. This experience has honed my ability to navigate complex financial situations with a client-first approach.I have also successfully passed the Securities Industry Essentials (SIE) exam in 2024, further enhancing my expertise and commitment to providing comprehensive financial services.

Byron Duran's Current Company Details
Merrill Lynch

Merrill Lynch

View
Financial Solutions Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
Byron Duran Work Experience Details
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch Nov 2024 - Present
    United States
  • Bank Of America
    Senior Banker
    Bank Of America Jul 2023 - Nov 2024
  • Bank Of America
    Credit Solutions Advisor I
    Bank Of America Sep 2020 - Jun 2023
    Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Bank Of America
    Relationship Manager
    Bank Of America Dec 2019 - Sep 2020
    Developed and cultivated lucrative relationships with both new and existing clients through e ective communication and exemplary interpersonal skills.
  • Bank Of America
    Relationship Banker
    Bank Of America Apr 2019 - Dec 2019
    Los Angeles, California, United States
    Worked with clients to address and respond to client and partnership management issues.Processed customer requests for statements, ordering additional checks and updating customer personal information and databases.Continually boosted branch production and revenue by consistentlymeeting every monthly and quarterly sales goals.Consistently paired customers with bank products and financial services that best fit their financial goals.Informed clients of procedures for applying for services, such as ATM cards, direct deposit or checks and online/mobile banking.Provided support to the teller team of the financial center for transactions over the teller line.
  • Bank Of America
    Customer Service Representative
    Bank Of America Aug 2018 - Apr 2019
    Los Angeles, California, United States
    Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.Processed customer transactions promptly minimizing wait times.Completed highly accurate, high, volume money counts via both manual and machine driven approaches.Addressed customer financial needs by establishing trust and optimized sales opportunities resulting in quality customer service.Built and strengthened custom relationships by leveraging excellent interpersonal and communication skills.
  • Metropcs
    Assistant Manager
    Metropcs Mar 2015 - Jul 2018
    Bellflower, California, United States
    Monitored cash, intakes and deposit records, increasing accuracy, and reducing discrepancies.Help with planning schedules and delegating assignments to meetcoverage and service demands.Covered hands-on assistance to customers assessing needs andmaintaining current knowledge of custom preferences.Completed regular inventory counts to verify stock levels, address,discrepancies, and future needs.Develop a loyal and highly satisfied customer base through proactive management of team customer service strategies.Conducted weekly sta meetings to motivate sta members address,concerns and questions, planning improvements and evaluate progress towards goals.
  • El Super
    Grocey Clerk
    El Super Jun 2014 - Jan 2015
    Los Angeles, California, United States
    Loaded and unloaded all merchandise from and two commercial trucks as well as accounted for all products.Assisted customers by finding items quickly to boost our satisfaction rates.Use pallet, jacks, and hand trucks to move merchandise to sales floor for stocking.Check for outdated and override grocery items to remove them from inventory.Inspected floor displays noted missing items and immediatelyreplenished merchandise.
  • Secretary Of State
    Poll Worker
    Secretary Of State Jul 2010 - Jun 2014
    California, United States
    Check the addresses IDs and registration cards.Register, new voters for primary and general elections.Monitored candidates and members of the public for compliance with security campaign and other procedures.Set up, monitored and maintained polling equipment.Issued ballots and provide instructions on how to correctly mark choices.Maintain valid security and confidentiality. Opened and closed ping booths.
  • Hardees Restaurants
    Cashier
    Hardees Restaurants May 2013 - Oct 2013
    United States
    Operated cash register for cash, check and credit card transactions with excellent accuracy levels.Administered customer concerns and orders.Managed a high volume of customers and money.Accurately promoted every product the company had to ofer.Successfully maintained an exact balance of cash receives throughout the day.
  • Liberty Tax
    Translator
    Liberty Tax Mar 2013 - Apr 2013
    Los Angeles, California, United States
    Translated for Spanish-speaking clients enabling them to prepare their taxes.Promoted and advertised the company and its products.Reviewed financial work to spot and correct errors in punctuation,grammar and translation.Organized paperwork and storage files.Implementing new ways of promoting company, product, sales andobjectives.Maintain the establishment clean and organized.

Byron Duran Education Details

Frequently Asked Questions about Byron Duran

What company does Byron Duran work for?

Byron Duran works for Merrill Lynch

What is Byron Duran's role at the current company?

Byron Duran's current role is Financial Solutions Advisor.

What schools did Byron Duran attend?

Byron Duran attended El Camino College, Canoga Park Senior High School.

Who are Byron Duran's colleagues?

Byron Duran's colleagues are Devika Lamba, Gregori Nerantzis, Cincinnati-Ct-Cop: Jackson, Tyler Griffin, W. Todd Kiick, Cfp®, Ruchita Dugaya, Rahul Sheth.

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