Gentil Reyes, Mba Email & Phone Number

Austin, Tx, Us

Austin, Tx

• Consistently meet customer service expectations by offering excellent service, building rapport, and identifying customer product needs at First United Bank.• Opening new accounts, certificates of deposit, and ancillary products, ensuring proper paperwork completion and computer system entry.• Making referrals to other staff members and departments to ensure customer needs were met.

Grafenwöhr, Bavaria, Germany

• Exercised a customer first mentality by engaging customers in person, over the phone, and via email to extend service offerings. Efficiently resolved concerns presented by customers and provided follow-up service to ensure customer satisfaction. Appropriately escalated customer concerns when necessary to the management team and together granted exceptions to policy when appropriate.• Responsible for greeting an average of 230 guests daily and orienting them towards center amenities, tours, programs, and services. Ensured operability of the facility and equipment, including guest computers, phones, gaming consoles, and Wi-Fi accessibility.• Planned and executed an average of 12 programs per month for the diverse military community of up to 2500 people, ensuring sufficient volunteer coverage, and collaborated with community partners to enhance program offerings.• Leveraged Salesforce software for data analytics to optimize and improve operational efficiency by 10%. Responsible for creating new programs within Salesforce and categorizing each program appropriately depending on program offerings, and inputting data demonstrating community participation. • Collaborated with Armed Forces Blood Program to host a two-day blood drive with in the USO center during hours of operation. The goal was to design a layout that would allow 75 donors per day to donate without disrupting the center’s daily operations. My team exceeded our goal by 8%, and as a result the USO secured another blood drive in the center for the following year. • Managed receipt of monetary and in-kind donations in accordance with the organizations non-profit status regulatory standard. Filled out the appropriate documentation that corresponded the value of the donation and escalated the documentation to the compliance division for review.

Rose Barracks, Germany

• Provided individual financial counseling to service members participating in the Transitions Assistance Program in a variety of topics including but not limited to retirement planning, investing in Thrift Savings Plan, life insurance, college savings plan, use of credit, and debt management. • Led a weekly 4-hour financial planning workshop for 20-30 active-duty service members and their families resulting in a 30% increase in financial literacy and preparedness for post-service career transitions.• Conducted impactful budget counseling sessions consisting of the development of personalized post-transition financial plans in accordance with Army Regulation 600-81 leading to improved long-term financial stability among transitioning service members.• Maintained accurate records in the customer relationship manager platform known as TAP XXI for transitioning service members. Input data illustrating program participation, number of no-shows for appointments and classes, and data demonstrating completion of the program within preferred timeframes and outside desired timeframe. Retrieved data from electronic information systems for use in monthly reports. • Prepared weekly and monthly reports containing information used for tracking program utilization for service members upon reaching eligibility.

Springdale, Arkansas, United States

• Forged trusting relationships with our clients leading to meaningful conversations in which I provided solutions for long-term financial planning. I provided a variety of options addressing the client’s long-term financial goals and demonstrated an ability for prioritizing the customer’s need. • Collaborated with 3 client advisors, contributing to the management of a combined book value of $3.5M and provided support in client relations resulting in a referral increase of 10%. During that time, I held both my Series 7 and Series 66 securities licenses allowing me to perform additional duties beyond administrative tasks.• Managed all administrative tasks for the client advisors including but not limiting to writing correspondence, creating standardized reports, managing the advisor's calendars, and completing expense reports. • Executed an average of 20 trades daily in accordance with market close times, processed deposit of new funds, initiated transfer of funds from outside institutions, and distributed client funds upon request. • Responsible for building new client profiles within the NetX360 software, adding beneficiaries, acquiring signatures, and funding the accounts.

Lowell, Arkansas, United States

• Fostered relationships with clients and helped them uncover financial needs and presented impactful solutions, resulting in an increase of 15% in referral-based clientele.• Selected as one of few dual-purpose representatives that successfully expanded the scope of services by handling the opening of retail bank accounts and providing lending services resulting in an increase in cross-selling opportunities.• Exceeded monthly sales goals by booking an average of 12 loans per month, opened an average of 40 new bank accounts, and obtained an average of 3 approved credit cards. • Approved override request for tellers processing transactions above the allowable cash limits established by branch managers in addition to processing wire transfer requests both domestically and internationally. • Understood and complied with bank policy, laws, and regulations as applicable my job duties. This included but was not limited to; complete compliance training and adhere to internal procedures and controls.

Master Of Business Administration - Mba

Bachelor'S Degree, International Business