Serenity Diego
PO Box 2998,Hagatna
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Banker
First Hawaiian Bank
10.2021 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Maintained and managed high net worth client portfolio with assets totaling $90,000,000
- Processed Home Equity Lines of Credit (HELOCs) by calculating debt-to-income ratio and personal income and debt through analysis of personal and business financial statements
Relationship Banker
Bank Of Hawaii
02.2019 - 01.2020
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Client Service Specialist
Asia Pacific Financial Management Group
08.2017 - 03.2019
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Administratively managed 1,484 401(k) participant accounts by processing new enrollments, distribution requests, rollovers, beneficiary changes, and deferral changes
- Managed daily operations tasks for 56 401(k) Retirement Plans
- Streamlined internal processes for improved efficiency and timely service delivery to clients.
Work-study
Department Of Veterans Affairs
07.2014 - 08.2015
- Assisted office manager in day-to-day operational tasks
- Collaborated with fellow Federal Work Study students to streamline administrative processes, increasing overall efficiency.
- Coordinated preparation for events and meetings
Education
MBA -
University of Maryland Global Campus
Maryland 06.2021
Associate of Science - Business Administration And Finance
University of Maryland Global Campus
09.2017
Skills
- Branch operations
- Issues Resolution
- Account Management
- Financial Planning
- Data and Business Analysis
- Sales expertise
- Banking Policies and Procedures
Certification
Life Insurance Agent License, Guam
Timeline
Personal Banker
First Hawaiian Bank
10.2021 - Current
Relationship Banker
Bank Of Hawaii
02.2019 - 01.2020
Client Service Specialist
Asia Pacific Financial Management Group
08.2017 - 03.2019
Work-study
Department Of Veterans Affairs
07.2014 - 08.2015
MBA -
University of Maryland Global Campus
Associate of Science - Business Administration And Finance
University of Maryland Global Campus
Life Insurance Agent License, Guam
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