Daniel Cespedes is currently an Executive Recruiter at Ascendo Resources. Prior to this, they worked as a Financial Relationship Consultant- Team Lead at Regions Bank from May 2019 to December 2020. In this role, Daniel was responsible for individual and team goals, and coached a team of bankers who met with customers and prospects both in person and on the phone to determine and proactively meet their banking and financial solutions goals.
Daniel successfully completed internal training and coaching requirements, achieved branch targets and goals by proactively identifying customer needs and providing expert level guidance, provided consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs, resolved escalated customer and associate issues, achieved required levels of outbound phone calls associated using generated customer and prospect lead list, ensured a consistent optimal customer experience, including handling customer’s transactional needs, and ensured safe and sound banking practices including adherence to all applicable laws and regulations.
High School Diploma: Daniel Cespedes graduated from Hialeah Miami-Lakes Senior High. Daniel then went on to get their certification from the State of Florida in Life Insurance/Annuities and also became a certified Public Notary in FL.
Their manager is Eugene Holzer, Managing Partner. They work with Daniel Diaz - Managing Director, Steven Kitts - Director of IT, and Kristina Camacho - Managing Director.
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