Juan Landrau Martinez
Guaynabo
Summary
Innovative, creative, and motivated professional with 10 years of retail banking experience with exceptional communication and analytical skills, fast learner, goal oriented and a great leader. Quickly adapt to changes and guides others with transitions. Focused on continuing my personal and professional development in the banking industry and expanding my abilities and knowledge in the branch operations. I want to use my leadership skills to guide, support and provide all the necessary tools to my colleagues so that all established goals are met and thus together strengthen the institution.
Overview
14
14
years of professional experience
Work History
Accountant
Banco Popular de Puerto Rico
San Juan
11.2022 - Current
- Internal and external audits colaboration.
- Effective communication with departments and branches.
- Review, update, and document account procedures.
- Monitoring, documenting, and communicating accounts and significant variances.
- Consistent execution of monthly, quarterly, and annual accounting closing processes.
- Reconciliation and monitoring of GL accounts to identify outstanding transactions across different units and referring or adjusting them according to the required action.
- Prepare weekly/monthly reports to measure the performance of the Merchant unit related to pending cases.
- Analyze pending suspense cases and identify potential losses to anticipate necessary actions and report them to management.
- Efficient use of ERP systems and financial tools.
- Train-the-Trainer: Participated in workshops to gain initial knowledge of the new ERP system, enabling effective support and training for users, ensuring a successful system adoption.
- Provided support in executing functional testing for the migration from PCAS to Salesforce, ensuring the proper operation of essential processes such as Credit, Debit, Electronic Suspense, and their accounting.
- Managed daily financial transactions and maintained accurate records.
Retail Bank Consultant
Banco Popular de Puerto Rico
06.2018 - 11.2022
- As a sales representative, I advise clients in the area of individual credit to ensure that we meet the credit goal of the branch. I offer commercial deposit products and services to promote the growth of our commercial clients.
- Provided value-added approach to meet customer personal financial needs by analyzing and profiling customers and cross-selling financial products.
- Developed culture of success rewarding performance, productivity and sales results.
- Maintain confidentiality of bank records and client information.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Manage safe deposit box system, inventory and delinquent report.
- Assist in the development of new co-worker and help with the creation of work schedule.
- Opened new checking, savings and lines of credit for customer accounts.
Senior Bank Representative
Banco Popular de Puerto Rico
01.2016 - 05.2018
- Advised customers on bank products, services and financial planning options.
- Completed daily cash balancing and operated ATMs in branch. Cashed customer checks verified identification and checked account balances in accordance with bank policy.
- Modified, opened and closed customer accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Retail Bank Representative
Banco Popular de Puerto Rico
03.2012 - 05.2015
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Cashed customer checks verified identification and checked account balances in accordance with bank policy.
Education
BBA - Accounting
Ana G Mendez University
05.2013
ARMY ROTC
University of Puerto Rico
12.2010
Skills
Personal
Handling Customer Complaints Meeting Sales Goals Building Customer Relationships and Loyalty
Product Knowledge Customer Service Strong Communication and Interpersonal Skills Reliable and Responsible Time Management Documentation and Reporting Oral and written communication skills in Spanish and English Leadership Collaboration & Teamwork
Computer
Excellent management of computer programs, such as; Mainframe administrative, PICS, PICAS, PYSIS, PROPHIT, SDBS, CCTM, WEB AMMO, MS Word, Excel, Outlook and PowerPoint
Additional Information
Available upon request.
Websites
Timeline
Accountant
Banco Popular de Puerto Rico
11.2022 - Current
Retail Bank Consultant
Banco Popular de Puerto Rico
06.2018 - 11.2022
Senior Bank Representative
Banco Popular de Puerto Rico
01.2016 - 05.2018
Retail Bank Representative
Banco Popular de Puerto Rico
03.2012 - 05.2015
BBA - Accounting
Ana G Mendez University
ARMY ROTC
University of Puerto Rico