Alejandro Garcia
Phoenix,AZ
Summary
Successful at excelling in fast-paced, competitive banking environments. Great sales and customer service abilities paired with in depth-knowledge of bank products and services. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Good communication, multitasking and conflict resolution skills.
Overview
7
7
years of professional experience
Work History
AVP, Premier Client Banker II
First Citizens Bank
03.2023 - Current
- Increased client satisfaction by providing tailored financial advice and personalized consumer banking solutions.
- Maintained up-to-date knowledge of industry trends, staying ahead of competitors in offering innovative solutions for wealth management challenges.
- Sells appropriate credit, depository and wealth management solutions through consultation. Develops deep internal partnerships and external centers of influence to drive new client acquisition.
- Managed a diverse portfolio of retail lending products while maintaining strong relationships with borrowers and referral partners.
- Collaborated with underwriters to expedite loan approvals and close deals in a timely manner.
Private Client Banker and Business Specialist
JPMorgan Chase
06.2022 - 03.2024
- Enhanced high net worth client satisfaction by providing tailored financial solutions and exceptional service.
- Conducted research to identify customer needs and transition them to partners via segmentation in wealth management and Commercial services
Personal Banker and Business Advocate
Wells Fargo
07.2017 - 03.2021
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
ASU - Finance
Arizona State University
TempeSkills
- Partnership Development
- Expansion and Retention Premier Markets
- Wealth Management
- Financial Analysis Competence
- Terms Negotiation
- Real Estate Lending
- Cross-selling expertise
- Goal Planning
- Cash Flow analysis
Affiliations
- AEL Arizona (Association of Hispanic Entrepreneurs)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
AVP, Premier Client Banker II
First Citizens Bank
03.2023 - Current
Private Client Banker and Business Specialist
JPMorgan Chase
06.2022 - 03.2024
Personal Banker and Business Advocate
Wells Fargo
07.2017 - 03.2021
ASU - Finance
Arizona State University