Arturo Aguilar Pulido

Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Accurately and effectively managing cash responsibilities. Applies strong critical thinking and problem-solving skills to meet clients’ needs. Worked and partnered with associates in order to deliver feed back. Support and identifying issues for deepening relationships and coaching others at my own financial center to reduce variability .

• Coordinate with management to ensure before and after pictures of the sales floor are up to quality before work order submission.
• Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
• Defined and enforced store procedures in compliance with company policies and procedures.

• Follow protocol on state and federal level when servicing account maintenance and legal document processing.
• Assist customers with financial reviews and product knowledge.
• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.

Manage waste by products in system to properly ship to vendors. Measured and improved processes to meet organization goals, properly train and coach teammates when required.