Samuel Cortes Email and Phone Number

- Orchestrated seamless execution of routine corporate action events, ensuring precision and timely completion.- Provided valuable secondary support for moderately complex transactions, collaborating effectively with senior team members.- Proficiently reviewed and prepared documentation essential for market shareholders notices, guaranteeing compliance with regulatory standards.- Demonstrated proactive problem-solving by escalating potential issues to senior team members for swift resolution.- Ensured strict compliance with applicable regulations, policies, and procedures, contributing to BNY Mellon's adherence to industry standards.- Operated effectively within a team structure, leveraging guidance from senior members to execute tasks efficiently.

● Comprehensive support to financial advisors through managing transactional requests via inbound and outbound calls, including inquiries related to money movement, transaction status, and account transfer.● Proficiently utilizing CRM systems to navigate and expand advisor profiles, showcasing adeptness in enhancing advisor relationships and catering to their requirements.

● Formulated advanced forecasting models to predict operational performance on a daily, weekly, and monthly basis.● Extracted data from the management information system and organized it in Excel for analysis.● Conducted in-depth analysis of revenue, compensation, profit, opportunity, and risks data from various perspectives such as time, product, channel, account, etc.● Resolved complex client issues through thorough research and analysis.● Conducted data analysis to identify trends and provided feedback and recommendations to site leadership.

● Delivering comprehensive training and support to onboarding associates, demonstrating expertise in coaching and mentoring to ensure their success.● Providing remote guidance and leadership to multiple teams, showcasing strong leadership skills and ability to effectively work in a remote setting.● Effectively managing escalated calls and resolving complex client issues, demonstrating exceptional problem-solving and resolution skills.● Conducting in-depth research and resolving complex client issues, showcasing analytical skills and meticulous attention to detail.● Analyzing data to identify trends and providing valuable feedback and recommendations to site leadership, demonstrating proficiency in data analysis and strategic planning.

● Spearhead operational excellence by engaging staff on business strategy and performance results, ensuring alignment with organizational goals.● Build client traffic, engage and route clients appropriately, and focus on client retention to drive business growth.● Execute risk and service delivery strategy, evaluate key performance indicators, and identify improvement opportunities to optimize operational performance.● Develop a deep understanding of the customer base, including top clients, to meet their financial needs by connecting them with appropriate team members.● Foster successful partnerships with the market sales manager and other business line partners to drive collaborative efforts.● Drive associate performance through active and continuous coaching, ongoing education, and performance plans.● Observe, model, and coach the financial center team on proper execution of risk and service strategy to ensure compliance and service excellence.● Emphasize the need to exceed metrics while also focusing on long-term strategies and goals, balancing short-term performance with long-term objectives.

● Oversaw sales and operations, driving consistent profitability of a singular branch.● Led, managed, coordinated, and reported on multiple implementation projects concurrently, showcasing strong project management skills.● Partnered with internal departments to generate small business development, demonstrating effective cross-functional collaboration.● Identified and resolved operational concerns related to depository and loan operations, showcasing problem-solving skills and attention to detail.● Created marketing campaigns and sales strategies tailored to the local demographic, showcasing marketing and strategic planning skills.● Successfully led the Edgewater location from 2nd quartile to 1st quartile within the first year, showcasing strong leadership and performance improvement skills.● Developed and controlled branch budget, administered and managed the full scope of accounting activities including cash flow, reporting, internal controls, and change initiatives, showcasing financial management expertise.● Prospected territory development and canvassed new business and consumer relationships, showcasing proactive business development skills.● Provided consulting and training in personal financial management, demonstrating expertise in financial advisory and consulting.● Led cross-functional teams to resolve high-impact problem situations, resulting in customer satisfaction and retention, showcasing effective leadership and conflict resolution skills.

● Oversaw sales and operations, driving consistent profitability of a singular branch.● Prospected territory development and canvassed new business and consumer relationships, showcasing proactive business development skills.● Created marketing campaigns and sales strategies tailored to the local demographic, showcasing marketing and strategic planning skills.● Developed and controlled branch budget, administered and managed the full scope of accounting activities including cash flow, reporting, internal controls, and change initiatives, showcasing financial management expertise.● Identified and resolved operational concerns related to depository and loan operations, showcasing problem-solving skills and attention to detail.● Presented product solutions and structured offerings to corporations, demonstrating effective communication and sales skills.● Facilitated major technology transitions, approved business requirements for solutions targeted to business objectives and system enhancement requests, showcasing project management and technical expertise.● Implemented enterprise-wide point of service solutions systems using Microsoft systems with Phreesia, showcasing technical proficiency in system implementation. ● Implemented payroll systems with Quicken, Microsoft operating systems, and cloud servers, showcasing proficiency in payroll administration and technology integration.● Consistently evaluated and redefined staff roles, cultivated a positive sales culture, and provided cross-training opportunities, showcasing effective leadership and team management skills.● Successfully utilized retail experience to create new sales and service strategies at Regions in Volusia County, such as engaging customers with financial questions and setting quarterly appointments to review financial portfolios and current products and services, showcasing customer engagement and strategic planning skills.

● Built, repaired, and upgraded various computer systems, including Windows, Apple, Linux, iOS, Android, and Chromebook, showcasing technical expertise in diverse operating systems. ● Implemented and maintained encrypted networks, including LAN, WAN, security systems, remote control access, client, and guest access, showcasing proficiency in network administration and security.● Routinely constructed Cloud-based servers for Point of Sale systems, enabling efficient inventory management, sales, service, and employee record-keeping, showcasing expertise in server deployment and management.● Provided general desktop support, assisted with web development, and administered Exchange servers, showcasing versatility in technical tasks and server administration.● Provided graphic design support, showcasing creative skills and expertise in visual communication.● Trained and motivated client portfolio to ensure effective implementation of programs and sales strategies, showcasing strong client management and communication skills.● Excelled in working on multiple tasks simultaneously, both in-store and out-of-store situations, effectively managing personnel and clients, showcasing excellent multitasking and leadership skills.● Successfully instituted a tele-connecting culture to ensure satisfaction with past and current accounts, uncovering additional opportunities to grow the relationship, showcasing strategic sales and customer relationship management skills.