Brian Jimenez
Summary
Dedicated and results-driven Personal Banker with 4+ years of experience in the banking industry. Skilled in providing high-quality customer service, conducting financial assessments, and recommending appropriate banking products to meet clients' needs. Proficient in managing and growing client accounts, as well as achieving sales targets. Strong interpersonal and communication skills, with a proven track record of building lasting relationships with customers. Adept at handling a wide range of financial transactions and resolving customer inquiries promptly and effectively. Looking to leverage my expertise to contribute positively to a reputable financial institution.
Dynamic and results-driven managing professional with a proven track record of leading teams to success. Possessing exceptional communication and problem-solving skills, I foster a positive team culture. Adept at identifying opportunities for improvement and implementing solutions that positively impact the organization. I am known for building strong relationships and delivering outstanding results in fast-paced and challenging environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
03.2024 - Current
- Conducted in-depth financial assessments for clients to identify their individual needs and recommend appropriate banking products and services
- Managed a portfolio of high-net-worth clients, providing personalized banking solutions to help them achieve their financial goals
- Resolved customer inquiries and concerns promptly and effectively, ensuring high levels of client satisfaction and retention
- Collaborated with the sales team to strategically plan and execute cold calling campaigns
- Conducted thorough analysis of business needs to identify opportunities for growth and improvement
- Collaborated with management to develop strategies for employee engagement, recognition, and retention to boost team morale and enhance overall team performance.
- Fostered a positive and inclusive mentor-mentee relationship based on trust, respect, and open communication to create a conducive learning environment
Member Relationship Advisor
Arlington Community Federal Credit Union
02.2023 - 03.2024
- Cultivated and maintained strong relationships with credit union members through personalized and attentive service
- Proactively identified opportunities to deepen member relationships by cross-selling additional products and services
- Investigated and analyzed suspicious activity to identify instances of fraud
- Resolved fraud cases in a timely and efficient manner to minimize financial losses and protect company assets
- Developed and implemented comprehensive training programs for new hires in customer service role
- Mentored and coached junior staff members on best practices for sales techniques and customer interactions
- Collaborated with cross-functional teams to troubleshoot and resolve technical issues impacting multiple departments
- Strong analytical skills utilized to carefully analyze information, identify patterns, and detect inconsistencies for problem-solving and decision-making purposes
Front Line Associate
Sweetgreen
03.2020 - 01.2024
- Provided exceptional customer service by assisting customers with inquiries, resolving issues, and ensuring their satisfaction
- Create and prepare a variety of dishes, snacks, and desserts following recipes and food safety guidelines
- Utilize kitchen equipment and tools to chop, mix, blend, and cook ingredients efficiently
- Maintain cleanliness and organization of work area to ensure a safe and sanitary cooking environment
- Collaborate with other team members to plan menus, order ingredients, and coordinate meal preparation schedules
- Monitor food quality, taste, and presentation to uphold standards and satisfy customer expectations
- Stayed current with industry trends and best practices to ensure training materials and methods remained relevant and effective
Teller
Arlington Community Federal Credit Union
05.2021 - 02.2023
- Processed cash and check transactions with accuracy and efficiency, balancing cash drawer daily
- Assisted customers with account inquiries, deposits, withdrawals, and other financial services
- Resolved customer complaints and issues in a professional and timely manner
- Collaborated with team members to meet branch goals and deliver excellent customer service
- Processed payment transactions accurately and efficiently using various electronic payment systems
- Developed and delivered comprehensive training programs for new hires, facilitating smooth onboarding and integration into the team.
- Demonstrated problem-solving skills by actively listening to customer concerns and finding appropriate solutions to ensure customer satisfaction.
- Effectively managed a high volume of customer interactions by multitasking and prioritizing tasks to meet service level agreements.
Cashier
Elevation Burger
11.2017 - 02.2020
- Operated cash register with accuracy and efficiency to process transactions
- Provided exceptional customer service by greeting customers, addressing inquiries, and resolving issues in a professional manner
- Assisted with restocking shelves, setting up displays, and handling returns to ensure smooth operations of the store
- Followed recipes and portion control guidelines to ensure quality and consistency of food products
- Prepared and assembled ingredients for daily specials and menu items in a timely manner
- Expert in preparing and flipping patties to ensure theare cooked to perfection
- Ability to work well under pressure in a fast-paced kitchen environment
- Strong communication skills to collaborate with team members and ensure smooth operations
Education
Bachelor of Arts - Psychology
George Mason University
Fairfax Virginia12-2023
Associate's Degree - Psychology
Northern Virginia Community College
Alexandria Virginia 05-2021
Skills
- Patience
- Critical Thinking
- Problem Solving
- Leadership
- Adaptability
- Customer service
- Public Speaking
- Communication
- Teamwork
- Research
Certification
Notary Public Commonwealth of Virginia August 2023
NMLS Nationwide Multistate Licensing System March 2024
2589595
Languages
Spanish - Fluent
Advanced (C1)
English - Fluent
Advanced (C1)
Software
Symitar
Salesforce
Timeline
Personal Banker
Wells Fargo
03.2024 - Current
Member Relationship Advisor
Arlington Community Federal Credit Union
02.2023 - 03.2024
Teller
Arlington Community Federal Credit Union
05.2021 - 02.2023
Front Line Associate
Sweetgreen
03.2020 - 01.2024
Cashier
Elevation Burger
11.2017 - 02.2020
Bachelor of Arts - Psychology
George Mason University
Associate's Degree - Psychology
Northern Virginia Community College
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