Wbaldo Robles

About Wbaldo Robles

Personable and passionate professional with experience in sales and customer relations…

Experience

1. Personal Banker

   Citi

   Nov 2022 — Present

   Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions• Understand and comply with Citibank policies, standards and procedures• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm\'s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Education

• Queensborough Community College

  Associate of Arts and Sciences - AAS

  2005 — 2009

• New York University

  Business Administration and Management, General

  2005 — 2009

• New York University

  Certificate of achievement

  2005 — 2009