Claudia Alvarez
Experienced Banking Professional Specializing in Risk Management, Compliance, Operational Excellence, Customer Success Management and Digital Solutions.
- Role
- Vice President, Business Relationship Manager at PNC
- Location
- Elizabeth, NJ, US
- LinkedIn followers
- 500 followers
About Claudia Alvarez
Accomplished banking professional with over a decade of experience in managing business relationships, ensuring regulatory compliance, and optimizing operational processes. Proven track record in mitigating risks, leading cross-functional teams, and enhancing client satisfaction
Experience
Vice President, Business Relationship Manager
Feb 2024 — Present
Manage the revenue and profitability of a book of business comprised by 150 business clients with revenues up to $10M by partnering with branch managers, bankers, private banking, treasury and merchant services to provide my clients with a wholesome experience and meet all their financial needs.• Focus on solving problems and providing personalized solutions to my clients while minimizing bank risk following closely AML and KYC regulations.• Lead engagement with internal partners, COIs, and existing business clients to provide an excellent customer experience and a one bank approach.
Education
Florida International University - College of Business
Bachelor's degree, Finance and International Business
2006 — 2009
William Paterson University of New Jersey
Master of Business Administration (MBA)
2015 — 2017
Skills
- Spanish
- Financial Marketing
- Customer Retention
- Customer Service
- Customer Satisfaction
- Retail Banking
- Personal Finance
- Fha Financing
- Mortgage Banking
- Bilingual-Spanish
- Office Management
- Small Business Lending
- Financial Policies & Procedures
- Financial Services
- Crm
- Small Business Financial Management
- Management
- Finance
- Sales Process
- Loans
- Small Business Banking
- Sales Finance
- Computer Literate
- Written Spanish
- Time Management
- Financial Advice
- Mortgage Lending
- Sales Support
- Leadership
- Banking
- Colombia
- Residential Mortgages
- Marketing for Small Business
- Credit
- Small Business
- Financial Sales
- Microsoft Office
- Sales
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