Rj L. Email & Phone Number

United States

United States

✔️ Established innovative sales strategies to upsell products and services, leading to a 15% increase in average transaction value while providing exceptional customer service to a diverse ultra-high-net-worth client base.✔️ Streamlined the finance approval process, reducing deal time by 19% and improving client experience.

United States

✔️ Attended client review meetings to assist in re-discovery conversations, capture notes and follow up in SalesForce, and track all actions/activities to ensure the highest level of client service.✔️ Maximized cross-selling opportunities by developing tailored solutions for high-net-worth clients, boosting the acquisition of new money and deposit growth while working on core banking, credit, and lending solutions while seeking solutions that were in the client's best interests.✔️ Increased Mobile App enrollment of new customers to 94% in the Financial Center by emphasizing the benefits of convenient banking and how mobile and online banking can enhance their financial lives.✔️ Analyzed various financial situation case studies and developed solutions using Bank of America | Merrill investing platforms, portfolio management options, and consumer banking products.✔️ Conducted product, market, and client research to support senior professionals in critical business assignments related to commercial banking.

United States

✔️ Performed and documented walk-around inspections, submitted claims, and estimated costs for vehicle fleet repair.✔️ Prepared operational or risk reports for management analysis and execute risk techniques, such as proper underwriting, to identify and analyze loss exposures resulting in the reduction of inventory losses.• Customer Service Experience Reviews:➤ "Incredible. Rafael went above and beyond."

United States

✔️ Effectively managed to Increase the fleet size of the branch assigned by 30% within two months.✔️ Performed and documented walk-around inspections, submitted claims, and estimated costs for vehicle fleet repair.✔️ Coordinated resolution of complex issues/concerns received from the client while using de-escalation techniques effectively, prioritizing tasks, and executing in a fast-paced environment.

United States

✔️ Achieved the Top 15% performers in Sales among all the region's employees 5 times during the first 8 months of hire.✔️ Analyzed and audited rental agreements based on terms and conditions.✔️ Successfully handled 200+ in-bound calls weekly related to agreement and customer accommodations.

United States

✔️ Achieved the Top Performer position twice during the first 6 months of hire in the new car sales department.✔️ Successfully assisted clients in customizing and selecting highly optioned vehicles, generating over average gross profit per unit for the company while building long-term customer relationships with clients in an ethical sales climate.✔️ Increasing profitability by proactively identifying new opportunities and delivering innovative solutions that continue to make valuable contributions to our clients.• Customer Service Experience Reviews:➤ “Rafael was very patient and took very good care of us. Answered all our questions fully. Spent time with us to be sure we understood. I would recommend him to everyone.”➤ “Fantastic Experience, this was our first Mercedes-Benz experience. How exciting, our Sales Representative was fantastic; when you buy a Mercedes, you are treated like royalty, such as our experience with the Mercedes-Benz dealer. Rafael was very professional; he explained everything and spent countless hours with us to ensure everything was top-notch. From finding our magnificent car to delivery, the small touches Like the Bow, I just loved it. Rafael was absolutely brilliant, and because of him and our treatment, we will be repeat clients. I felt like we were in another world, which did not disappoint. I want to thank Rafael for making this purchase so special for my husband.”➤ “We have always had excellent service there. Rafael went above, caring for us and finding what we wanted. will definitely come back.”➤ “I had a great experience buying my new car at the Mercedes-Benz dealer from Rafael. Friendly, Great Communication, and Fast Experience while keeping the distance.”➤ “Everyone is always great. Rafael made my service appointment for me and kept me apprised during the entire Maintenance Service..”

Bachelor Of Arts - Ba, Economics - Minor: Finance

Associate In Arts • Business - (Aa) Degree, Honor Graduate / Dean'S List, Gpa : 3.69

Activities and Societies: • Phi Theta Kappa Honor Society • Student Government Association • Model of United Nations

Bachelor Of Laws Ll.B., Law School

Bachelor of Laws LL. B / LLB - Equivalent to Juris Doctor Minor: Banking, Corporate, Finance & Securities Law