Paul Valera Email & Phone Number

United States

Tamarac, Florida, United States

* Supervised invoice payments are balanced and ensure accurate data entry according to company policy* Oversaw client accounts: 2,000 annually in banking; five multi-million-dollar agencies in aerospace* Triaged and responded as necessary to aerospace repair department emails (approx. 300 daily)* Marketed products with suggestive sales and deep product.

• Offering products and services to banking customers, meeting both personal and branch goals by attracting and maintaining both new and current customer relations.
• Spending time with banking software, overseeing client accounts, helping customers over the phone, opening new accounts, assisting clients with their banking known and unknown needs.
• Assist manager with Safe Deposit Box inventory counts.
• Train tellers about products and coaching on how to present the products for both current and new clients.
• Confirm all disclosure information and packets are up to date.

• Partners with sales team associates to deliver day-to-day coaching and training to employees to execute company, store and department’s processes and strategies.
• Coach & train employees on TRUST/Sales Excellence, products, services, solutions, and business acumen.
• Assisted Ops Manager with balancing and issuing cashier drawers beginning or end of the workday.