Cesar Polanco Email & Phone Number

Wesley Chapel, Florida, United States

New York City Metropolitan Area

Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals.

New York, New York, United States

-Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs.-Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers.-Present recommendations for resolving inquiries and service requests regarding customers' accounts.-Open and service accounts within authorized limits, and create plans for follow-up and scheduled contacts with customers.-Provide information to internal partners and external sources to further enhance the customer experience.-Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.-Partners with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs.-Provides mobile options to customers.

White Plains, New York, United States

-Lead the team and serve as a role model by providing excellent customer service including engaging customers in conversations and building relationships with them.-Serve as a leader in managing risk; accountable for alignment with applicable regulations, policy and procedure requirements, audit and escalation procedures.-Lead the team to ensure customers are informed of the ways Wells Fargo can help them succeed financially, by making introductions to other branch team members and sharing digital banking options.-Attract, retain and develop talent.-Coach and provide feedback leveraging performance management tools and processes.-Support customers in resolving or escalating concerns or complaints.-Manage your team's schedule and lead the day-to-day operations of the Branch.-Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.

New York, United States

-Build relationships with customers that go beyond one interaction, focusing on maintaining a long-term relationship with each customer.-Engage customers in meaningful financial conversations that include understanding what’s important to them.-Inform customers of appropriate options available to help them achieve their financial goals.-Proactively follow up with customers on commitments, satisfaction, and ongoing financial conversations to build lifelong relationships.-Demonstrate awareness and respect for customers’ time by ensuring all interactions are efficient and accurate.-Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect customer.-Listen carefully to customers and demonstrate empathy for the customers’ situation.-Follow Wells Fargo Code of Ethics and Sales Integrity policy.-Manage risk by maintaining appropriate controls to ensure operational integrity and compliance with applicable regulations, policy requirements and audit procedures.

New York, United States

-Accurately processed standard teller transactions for customers including servicing client accounts, accepting payments, processing withdrawals, cashing checks, balancing cash drawers, handling night deposits, and correcting discrepancies.-Identify customer's needs and provide assistance and information on bank services and product features.-Understand bank products and respond appropriately to customer inquiries and refer to platform when necessary.-Provide excellent customer service by having a friendly and professional demeanor at all times.-Understand Retail Banking policies and procedures to ensure compliance.

Santo Domingo, Distrito Nacional, Dominican Republic

-Reviewed and addressed customer complaints ranging from billing discrepancies, quality of service, and other account related concerns.-Accurately documented and updated complaint related information into the system of record.-Resolved customer concerns by assesing individual situations and authorized specific solutions in the interest of customer's satisfaction.-Addressed escalated inquiries in a polite and courteous manner.-Monitored workflow to ensure complaints were worked according to the business strategy and follow-ups were conducted in a timely manner.-Communicated trend observations to management.-Sopported other complaint related tasks as required.

Santo Domingo, Distrito Nacional, Dominican Republic

-Extensive Knowledge of training methods.-Successfully created training processes for 5 different departments within the Retail Banking Industry.-Helped over 1000 participants reach their educational goal.-Developed the required compentency and participants skill sets to perform effective and efficiently in the work place.-Exceeded associate job placement goal by 100% by inplementing thorough training and development program assessments.-Conducted training sessions, evaluated post training sessions, and made any necessary adjustments to the implemented program.-Prepared team members progress on a daily, weekly and monthly basis reporting to management.

Santo Domingo, Distrito Nacional, Dominican Republic

-Efficiently Ensured that team members-customer's interactions were handled in accordance with the company's set guidelines and were serving the business's best interest by monitoring calls, measuring team members performance, and facilitating business strategic objectives.-Listened to live, recorded, and side by side calls and communicated feedbacks to encourage and discourage certain practices.-Worked on a continious process of evaluating and identifying key behaviors that drove sales and improved customer's experience.-Detected broken internal processes, skill gaps and poor workforce scheduling.-Highlighted areas of opportunities within the company.-Identified and addressed potential customer interaction issues.-Increased customer satisfaction and sales closings.

Santo Domingo, Distrito Nacional, Dominican Republic

-Expert on Merchant product benefits and services with various lines of business.-Worked directly with the largest business clients with the most complex merchant needs.-Responsible for all phases of sales process from referral through implementation.-Ensured high levels of customer's satisfaction through excellent sales service-Called on prospective business clients to develop new merchant sales opportunities through a consultative sales approach.-Builder long-term and productive relationships with existing and/or potential customers.-Assisted Sales manager in executing sales strategies and in meeting or exceeding departmental goals.

Bachelor'S Degree, Bilingual And Multilingual Education

Associate'S Degree, Computer Science