Carlos Mesa Gomez
La Habra,CA
Summary
Senior Business Sales Consultant VP with a proven track record in exceeding sales in a Business-Business and Business-Consumer environment, by leveraging expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
16
16
years of professional experience
Work History
Senior Business Sales Consultant II, VP
Wells Fargo Bank, N.A.
06.2015 - Current
- Managed 22 locations in north and south Orange County.
- Increased Deposit Growth of 2.7M monthly from merchant service acquisitions.
- Used consultative sales approach to understand client needs and provided recommendation.
- Aligned organizational objectives with company mission to increase business growth and implemented risk management.
- Responded to telephone and in-person requests for information regarding merchant services.
- Coached and trained retail partners to develop their comfort level, leading to referral growth.
- Trained new business sales consultants.
- Followed up regularly with existing clients to make sure account setups are exceeding expectations.
- Provided technical troubleshooting, onsite installations, and problem solving for any equipment issues.
Small Business Specialist
Wells Fargo Bank, N.A.
06.2014 - 06.2015
- Identified lending opportunities for both retail and commercial lending through business needs assessment.
- Prospected for new business through networking, community outreach, and customer referral generation.
- Open and closed business checking accounts
- Volunteered teaching financial educational classes in the community at schools for students and parents.
- Exceeded partner goals with merchant service team and payroll department.
Personal Banker
Wells Fargo Bank, N.A.
10.2009 - 06.2014
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Trained tellers to identify client needs and refer to bankers
Teller
Wells Fargo Bank, N.A.
12.2007 - 10.2009
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Education
Associate of Arts - General Education
Golden West College
Huntington Beach, CA2007
Skills
- Banking processes and procedures
- Merchant services
- Self motivated and accountable
- Conducting Risk Assessments
- Retail Knowledge
- Customer Acquisition
- Consultative selling techniques
- Meeting personal and team goals
- Operational Procedures
- Outside sales phone, door to door and email
- Business Communications
- Business Partnerships
Languages
Spanish
Native or Bilingual
Timeline
Senior Business Sales Consultant II, VP
Wells Fargo Bank, N.A.
06.2015 - Current
Small Business Specialist
Wells Fargo Bank, N.A.
06.2014 - 06.2015
Personal Banker
Wells Fargo Bank, N.A.
10.2009 - 06.2014
Teller
Wells Fargo Bank, N.A.
12.2007 - 10.2009
Associate of Arts - General Education
Golden West College
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