Rogelio Cortez
Financial Sales Representative at Builtwell Bank- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Builtwell Bank
-
United States
-
Banking
-
100 - 200 Employee
-
Financial Sales Representative
-
Nov 2022 - Present
-
-
-
Regions Bank
-
United States
-
Banking
-
700 & Above Employee
-
Relationship Banker
-
May 2022 - Oct 2022
-
-
-
BB&T
-
United States
-
Financial Services
-
700 & Above Employee
-
SR Relationship Banker
-
Jul 2017 - Nov 2021
• Main point of contact for customer service • Digital Ambassador • Technical support for client • Lending Leader personal/commercial • Close loan, retail/business (ex: HELOC, Auto, Business line of credit) • Open checking, savings, CDs, IRA, and Business accounts. • Cross-sell to insurance, merchant, payroll, and treasury • Main point of contact for customer service • Digital Ambassador • Technical support for client • Lending Leader personal/commercial • Close loan, retail/business (ex: HELOC, Auto, Business line of credit) • Open checking, savings, CDs, IRA, and Business accounts. • Cross-sell to insurance, merchant, payroll, and treasury
-
-
-
SunTrust
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Sales Representative IV
-
Dec 2014 - Jul 2017
• Help lead fellow teammates reach company goal • Manage customers’ deposits, withdrawals, payments, and money transfers • Open checking and savings accounts for clients • Assist clients in filling out credit card applications and mortgage applications • Make phone calls to find client needs and introduce them to services • Vault custodian for the branch (ordering money and securing shipments) • Market for the branch by speaking to potential customers about services/ Event planning • Manage customer complaints/issues • Assist/plan team meeting Show less
-
-
-
TMX Finance Family of Companies
-
Financial Services
-
700 & Above Employee
-
General manager
-
Dec 2010 - Dec 2014
Opening & closing store Building relationships with customers & businesses. Meet company & store goals. Manage employee times Manage look of the store Opening & closing store Building relationships with customers & businesses. Meet company & store goals. Manage employee times Manage look of the store
-
-
-
Lowe's Companies, Inc.
-
United States
-
Retail
-
700 & Above Employee
-
Customer Service Representative
-
Aug 2009 - Jul 2011
Translator(Spanish) Stock shelves Order stock Inventory Clean Front face product Make special orders Help any neighboring departments Translator(Spanish) Stock shelves Order stock Inventory Clean Front face product Make special orders Help any neighboring departments
-
-
Education
-
Dalton state college
Business management -
Southeast whitfield high school
Duel seal diploma