Christian Plasencia

Personal banker

Client-focused and top-performing Relationship Banker with extensive experience in servicing the financial needs of clients. Recognized for consistently exceeding client expectations and organizational goals while upholding company values with utmost integrity. Skilled in achieving positive outcomes that benefit the company and contribute to ongoing client relationships. Keen presentation and communication skills. Fluent in Spanish. Technically skilled in contact manager software and Microsoft Office (Word, Excel, Access, Outlook, PowerPoint).

Work experience
Work experience
2014 - 2014
Bahia Yacht club

Provide the highest level of service to high net worth clients .

2011 - 2014
Relationship Banker

Develop and cultivate flourishing business relationships with wide range of client base. Conceptualize strategic financial plans for clients based on results of comprehensive needs assessments. Collaborate with partners regarding development and implementation of cross-selling. Use maintenance opportunity to solve customer issues to build relationships and discover financial needs.

2001 - 2003
Degree not completed

Business Management