Santiago M. Email & Phone Number

United States

-Developed and implemented strategies to foster a culture of mentorship and customer-centricity within the organization, leading to improved employee engagement and customer satisfaction driving an increase of customer resolution rate over 33% year over year.- Collaborated with cross-functional teams to execute business priorities and drive operational.

Remote

- Attracted, managed and mentored teams and individuals; including performance evaluations, taking disciplinary actions and performing separations, as appropriate- Led a team of 15 Client Experience Associates and Representatives, enabling staff to respond promptly to client inquiries while managing risk- Conducted research to understand customer behavior.

- Served high-net-worth clients with assets over $250,000, providing expert financial guidance and support.- Collaborated with Financial Advisors to identify opportunities and recommend products and services to enhance clients' financialsuccess.- Specialized in trading complex securities and options strategies, as well as managing clients' portfolios..

Lakewood, Colorado

- Opened deposit accounts, processed personal loan and home equity applications, and efficiently managed a variety of customer service requests.- Provided comprehensive financial and credit services to customers, including the opening of checking and savings accounts, personal loans, and credit cards.- Managed customer portfolios and developed strong.

San Francisco Bay Area