Alan Zuniga
Willis,TX
Summary
Dynamic business owner with extensive experience managing day-to-day operations and driving client satisfaction through exceptional service. Skilled in financial management, marketing strategies, and team leadership, leading to increased customer retention and business growth. Proficient in Spanish, Series 6 and 63 certified, with a strong focus on customer service and process optimization.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Owner
Dog Dash
06.2022 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Expanded product offerings by researching market trends and identifying potential growth opportunities.
- Elevated brand awareness with targeted marketing campaigns, leveraging social media and digital platforms.
Manager On Duty Relationship Banker (licensed)
JPMorgan Chase
09.2021 - 04.2023
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Coordinated with internal departments such as credit analysis or risk management teams for obtaining necessary approvals on high-profile transactions.
- Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement cycle.
- Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
Manager On Duty Senior Personal Banker
Wells Fargo
12.2016 - 09.2021
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
- Participated in community outreach events to promote the bank''s brand and foster local business partnerships.
- Developed strategies to acquire new clients, expanding the bank''s customer base and market share.
- Trained new hires on customer service policies and procedures.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Generated monthly reports on customer activity and customer feedback.
Education
Associate of Science -
Lonestar College
The Woodlands, TXHigh School Diploma -
Willis High School
Willis, TX06-2015
Skills
- Small business operations
- Verbal and written communication
- Spanish
- Project estimating
- Marketing
- Customer service focus
- Scheduling proficiency
- Training and mentoring
- Processes and procedures
- Retirement planning
- Debt management
- Customer financing
Certification
- Series 6
- series 63
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Owner
Dog Dash
06.2022 - Current
Manager On Duty Relationship Banker (licensed)
JPMorgan Chase
09.2021 - 04.2023
Manager On Duty Senior Personal Banker
Wells Fargo
12.2016 - 09.2021
Associate of Science -
Lonestar College
High School Diploma -
Willis High School