Daniel Perez
Sr. Financial Services Specialist @ Tropical Financial CU
- Role
- Sr Financial Services Rep at Tropical Financial Credit Union
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Daniel Perez
Professional with nine years of experience in sales and customer service whereby…
Experience
Sr Financial Services Rep
Tropical Financial Credit Union
Oct 2006 — Present · Miramar, FL, US
Constant interaction with clients analyzing financial needs along with creating an EXCEPTIONALexperience at each interaction Tasked with selling the right financial product(s) that will meet the needs of our clients Coordinate with Business Development officer to create partnerships with businesses to increasemembership and sales Responsible for certain managerial roles such as training new hires, branch operations, internal training, and assisting team members with client complaints or problems Assisting other departments in launching new programs, policies, procedures, software, hardware, in order to maximize efficiencies. Managed a team of 7-10 team members • Floating Supervisor – Filled in any branch role that was needed due to staffing shortages for 7 branches • Member Service Rep – Sales and Service of Financial Products to our Clients
Education
Miami Dade College
Psychology
2004 — 2005
Campbell University
Theology Minor in Psychology
2003 — 2004
Johnson And Wales University
Culinary Arts/Chef Training
2007 — 2008
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