Gil Collazo Email & Phone Number

Texas, United States

Dallas-Fort Worth Metroplex

Chicago, Illinois

• Acts as the primary interface with the client to establish connectivity across all organizations
• Partners with product, card account management, and sales teams to ensure customer satisfaction
• Client service oriented and able to translate client deliverables into detailed plans.
• Creates and maintains all pertinent project documentation including project charter, project plan, change control and issues log
• Leads weekly status calls with internal and external stakeholders
• Prepares presentations and facilitates executive steering committees when applicable

Greater Chicago Area

• Responsible for the development of current/new team members.
• Worked closely with my 2 Senior direct reports (Sr. Investment Specialist) in overseeing new hires training and assistance obtaining their SERIES 7 license.
• Developed/Mentored my two Senior Specialist in team management, increasing customer service scores and referral improvement.
• Established a consistent problem handling process to assist new hires and current employees with our affluent/non-affluent clientele.
• Attained my FINRA Series 7 Investment Securities License

Chicago, Illinois

• As Financial Center Manager:
• Served as sole market operations auditor for 12 Financial Centers; performing in house audits to ensure operational excellence was being maintained.
• Lead our Southside Market at 91-100% overall customer satisfaction for 18 months.
• Entrusted to manage and improve a second financial center with professional treatment and overall customer satisfaction scores of 49% & 55% and helped bring their scores to 100% and 82% (both at/above goal) in 4/5 week.
• Utilize formal coaching processes and other tools to diagnose root causes and implement action plans to improve the banking center’s sales performance, operational excellence, and associate proficiency.
• Empower and coach team to delight customers and exceed customer satisfaction goals.