Ramoncito Serrano

Background

About Ramoncito Serrano

Seasoned Banking Professional with knowledge of financial, customer service and administrative procedures, loan management, sales, marketing, and investments in a banking environment. My energetic, client-focused sales aptitude and natural problem-solving skills maximize each client interaction. Whether it’s demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, my expertise will contribute to creating meaningful and purpose-driven client experiences to drive net promoter score and client satisfaction and loyalty. I am a finance professional with an outstanding grasp of banking procedures, risk analysis, and regulatory compliance. I possess selling skills that allow me to confidently and proactively analyze the clients’ needs in all areas of the branch and the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities. Financial Planning & Management Influencing & Persuasion Mortgages & Financial Products Banking Processes & Products Customer Service Expertise Deposits & Cash Management Network/Relations Building