Ashley Jones
Wellington,FL
Summary
Results-driven financial services professional with proven experience in client relationship management, banking operations, and sales support. Demonstrated ability to deliver precise, high-quality work while maintaining strong client trust and long-term engagement. Adept at assessing client needs, providing tailored financial solutions, and enhancing team efficiency in fast‑paced, regulated environments. Committed to upholding the highest standards of professionalism, compliance, and service excellence.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banker
Fifth Third Bank
Lake Worth, FL
11.2025 - Current
- Advised clients on banking products, financial services, and planning solutions tailored to individual needs.
- Built strong client relationships to enhance retention and long-term loyalty.
- Analyzed financial needs and identified opportunities for cross-selling and account expansion.
- Resolved client concerns and provided exceptional service support.
Associate Banker
Wells Fargo Bank, N.A.
Wellington, FL
08.2019 - 11.2025
- Maintained strict compliance with regulatory standards and internal policies.
- Managed confidential financial information with accuracy and discretion.
- Supported branch operations to ensure efficient daily performance.
- Drove branch sales performance and portfolio growth through strategic product recommendations.
Inside Sales Coordinator
The Tricoli Team
Lake Worth, FL
06.2019 - 08.2019
- Organized and scheduled appointments for the sales team to optimize their time management.
- Generated leads per week and pursued appointment opportunities to convert prospects into new customers.
New Homes Sales Assistant
Minto Communities
Westlake, FL
04.2018 - 06.2019
- Supported sales team by preparing marketing materials and promotional presentations.
- Coordinated open house events to attract potential clients and facilitate engagement.
- Responded to customer inquiries, providing information on available homes and services.
- Developed relationships with local real estate agents to promote awareness of new housing developments in the area.
Group Sales Consultant
Norwegian Cruise Line
Sunrise, FL
01.2015 - 04.2018
- Developed customized sales presentations for diverse client needs.
- Managed client relationships through effective communication and follow-up strategies.
- Coordinated group bookings, ensuring seamless planning and execution of events.
- Recommended travel options based on client preferences.
Education
Associate of Science - Interior Design
Palm Beach State College
Lake Worth, FL05-2014
Skills
- Client Relationship Management
- Financial Product Knowledge
- BOB Growth & Sales Strategy
- Needs Assessment & Solution-Based Selling
- Regulatory & Compliance Adherence
- Appointment & Schedule Coordination
- Lead Generation & Follow-Up
- Marketing & Sales Support
- Effective Communication
- Attention to Detail
- Team Collaboration
- Organizational Efficiency
Certification
- Notary Public
Timeline
Personal Banker
Fifth Third Bank
11.2025 - Current
Associate Banker
Wells Fargo Bank, N.A.
08.2019 - 11.2025
Inside Sales Coordinator
The Tricoli Team
06.2019 - 08.2019
New Homes Sales Assistant
Minto Communities
04.2018 - 06.2019
Group Sales Consultant
Norwegian Cruise Line
01.2015 - 04.2018
Associate of Science - Interior Design
Palm Beach State College