Financial Sales Specialist
CurrentDevelop and execute sales strategies to promote a full range of financial products, including loans, mortgages, investment services, and credit offerings, achieving [300]% above quarterly targets in total deposits.
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Angel Ruiz is listed as Banker at First Citizens Bank at First Citizens Bank, a with 6304 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Angel Ruiz.
Angel Ruiz previously worked as Financial Sales Specialist at First Citizens Bank and Senior Sales & Service Representative [Universal Banker] at First Citizens Bank. Angel Ruiz holds Bachelor Of Business Administration - Bba, Finance, General, Senior from University Of North Carolina At Charlotte.
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Major in Finance | Minor in Business Information Systems. Experienced in management, critical thinking, operations, event promotion, event planning, lighting design, public speaking, payroll, social media strategy, and analysis.
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Charlotte, North Carolina, United States
Develop and execute sales strategies to promote a full range of financial products, including loans, mortgages, investment services, and credit offerings, achieving [300]% above quarterly targets in total deposits.
Charlotte, North Carolina, United States
The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. Facilitates customer awareness and education of bank capabilities, tools, and resources. Supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation Customer Service Skills: Demonstrates professionalism and empathy in customer interactions Adaptability: Has the ability to learn and adapt quickly to new information and technology Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently Agility: Able to process information and move quickly through problem resolutionResponsibilitiesThe essential functions of the job include, but are not necessarily limited to, the following: Engaging customers in conversation to understand their banking needs and preferences Processing transactions accurately and efficiently Providing assistance with account servicing needs Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs
Charlotte, North Carolina, United States
Daily and Monthly Responsibilities: - Oversee internal operations - Identify bottle necks in the company process and identify areas of process enhancement- develop actionable business strategies that fall in tandem with the companies long-term objectives - Manage and oversee performance outcomes - Maintain and build trusted relationships with key customers
Charlotte, North Carolina, United States
Provided an advisory role in the formation of business. Advising on horizontal service integration, and trained owners on basic book keeping skills.
Charlotte, North Carolina, United States
• Supervised 250+ customers in the northern Charlotte area within the cleaning sector• Oversaw Monthly revenue of $180K+ through direct customer service and attention to detail• Administered the development of 58 different cleaning crews -The fastest-growing crew developed from $10K+ per month to $40K+ per month. -Achieved by constant analysis of the crew's shortcomings and strengths• Brokered of over 400+ contracts per year • Developed customer service skills through an average of 120 monthly customer meetings. • Brokered the re-acquisition of 10+ canceled contracts with top grossing: $10K+ per month.
300 N College St, Charlotte Nc 28202
Developed social media image.Provided business management including but not limited to: hiring employees (cashiers,security, DJ’s, and bartenders), paying employees, developing marketing strategies, organizing ticketing system, & planning events.
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Glorious Raye
Colleague at First Citizens BankAustria
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Aria Brantley
Colleague at First Citizens BankConway, South Carolina, United States
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Coleman Young
Colleague at First Citizens BankSpartanburg, South Carolina, United States
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Pamela Anderson
Colleague at First Citizens BankCharleston County, South Carolina, United States
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Darren Sperry
Colleague at First Citizens BankCharleston County, South Carolina, United States
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Chasmin Debnam
Colleague at First Citizens BankClayton, North Carolina, United States
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Tara Bullock
Colleague at First Citizens BankWilson, North Carolina, United States
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Phil Camden
Colleague at First Citizens BankLynchburg, Virginia, United States
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Karen Dyer
Colleague at First Citizens BankForest, Virginia, United States
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Simpson, Paige
Colleague at First Citizens BankDunn, North Carolina, United States
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Activities and Societies: MMA clubMajor in Finance Relevant Course Work: - Business Law I - Business Law II - Business Communications.
Activities and Societies: The Office of Mentoring and BridgeI participate in a program within the Office of Mentoring and Bridge that.
Activities and Societies: OrchestraAt Olympic High School I took part in the following AP courses: - AP US History - AP Calculus AB - AP.
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Angel Ruiz works for First Citizens Bank.
Angel Ruiz is listed as Banker at First Citizens Bank at First Citizens Bank.
Angel Ruiz is based in Charlotte, North Carolina, United States while working with First Citizens Bank.
Angel Ruiz has worked for First Citizens Bank, Metrolina Services Charlotte Llc, Vielrey Llc, Kmb Solutions Llc, and Latin Saturdays.
Angel Ruiz's colleagues at First Citizens Bank include Glorious Raye, Aria Brantley, Coleman Young, Pamela Anderson, and Darren Sperry.
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Angel Ruiz holds Bachelor Of Business Administration - Bba, Finance, General, Senior from University Of North Carolina At Charlotte.
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