Hi, I’m
Cristian Garcia
San Bruno,CA
Overview
27
years of professional experience
1
Certification
Work History
Chase
Private Client Banker
02.2022 - Current
Job overview
- Managing a book of business that consists of 234 Affluent Clients equaling $15.2 million in consumer deposits and $42.8 million in Investments
- Evaluating client's long term and short term financial goals and partnering with Chase Private Client Advisors to meet their complex retirement and brokerage needs
- Strategizing with Home Lending Advisors to host weekly staff meetings to educate the branch on the current lending environment and how to effectively communicate with clients to increase referrals
- Mentoring Relationship Bankers how to effectively ask questions in order to uncover outside assets and describe the benefits of purchasing or refinancing with Chase
- Opening and maintaining Small Business Accounts with local business owners and guiding owners how to utilize Chase Mobile Banking tools to streamline their business needs including lending, payroll, bill pay and ACH transactions
- High risk evaluation and approval of teller transactions, wire transfers and client complaint escalations as Manager on Duty
Wells Fargo
Branch Relationship Banker
12.2012 - 02.2022
Job overview
- Providing great customer service while placing clients in appropriate accounts that fit their financial needs in all stages of their lives
- Referring clients to bank partners to further expand their banking relationships in order to help them grow financially
- Providing support for service staff while reviewing and approving teller transactions
- Exploring clients' financial needs to uncover the possibilities or suitability of brokerage accounts while referring to Financial Advisors when appropriate
- Discussing retirement plans with clients to uncover retirement needs in order to create personalized plans to meet those needs
- Reviewing accounts while effectively asking questions to discover if clients have debt that can be consolidated to help them save money
- Contacting clients to insure customer satisfaction and maintain further customer relationship and loyalty
- Continual compliance with State and Federal Financial Institution rules and regulations
- Supporting service management by balancing the vault and servicing branch ATM machines
- Qualifying clients for Home Equity Lines of Credit, explain the process and documents needed to help them get approved
Best Buy
Computer and Tablet Specialist
11.2010 - 01.2012
Job overview
- Efficiently performed cashier duties while actively selling warranties to customers
- Consistently rated a top-selling warranty salesman
- Attached mobile contracts with tablets and laptops as a Computer and Communications Specialist
- Trained fellow employees on how to improve sales attach rates
- Coached fellow employees on how to effectively explain the value of the Black Tie Protection Program and Tech Support to patrons
- Worked alongside supervisors to promote teamwork to reach sales goals
E.S.D.C
English Speaking Camp Counselor
12.2007 - 10.2008
Job overview
- Demonstrated and instructed the proper use of materials and tools to children in arts and crafts
- Instructed safety techniques and procedures to campers in canoeing, swimming, archery, and horseback riding
- Organized, lead, instructed, and refereed competitive team and individual sports and games
- Enforced camp rules and regulations in compliance with the camp conduct guide in order to maintain discipline, and general well being of campers
Excelsior Public Library
Library Page
10.2005 - 09.2007
Job overview
- Picked up and returned misplaced books and periodicals or other material to proper departments
- Sorted books and returned to proper shelves while ensuring that the proper order of volumes on the shelves were maintained
- Transported books between various departments of the main library to accommodate customer requests
- Delivered interdepartmental communications in a timely manner
Starbucks Coffee
Shift Supervisor
09.1998 - 10.2005
Job overview
- Supervised 4-5 baristas and other personnel on a given shift
- Enforced Starbucks policies and procedures while setting a positive example to employees
- Assisted store manager with interviews and performance reviews
- Regularly communicated store and partner concerns with store manager to ensure effective solutions
- Assisted store manager with accounting and banking responsibilities
- Responsible for store funds and fund documentation while running a shift
- Followed and directed others to follow standards for merchandising, stocking, rotating and storing all products
- Performed and directed others to complete the cleaning tasks in accordance with duty rosters and cleaning standards
- Placed regular orders while adjusting stock to meet trade patterns
- Performed special projects to assist in store operations
Education
Academy of the Arts UniversitySan Francisco, CA
Bachelor of Fine Arts from Illustration
06.2007
Lowell High SchoolSan Francisco, CA
High School Diploma from General Education
06.2001
Skills
- Bilingual
- Windows based programs
- Word
- Excel
- PowerPoint
- Organizational skills
- Interpersonal skills
- Multitasking
- Problem-solving skills
- Statistical analysis
- Reporting
- Writing skills
- Communication skills
Licenses Skills Abilities
- Extensive experience with Windows based programs like Word, Excel, and PowerPoint
- Excellent organizational, interpersonal, multitasking, and problem-solving skills
- Working experience with statistical analysis and reporting
- Strong writing and communication skills
Certification
Series 6
Series 63
California Life Insurance
Languages
Spanish
Native or Bilingual
Timeline
Private Client Banker
Chase
02.2022 - Current
Branch Relationship Banker
Wells Fargo
12.2012 - 02.2022
Computer and Tablet Specialist
Best Buy
11.2010 - 01.2012
English Speaking Camp Counselor
E.S.D.C
12.2007 - 10.2008
Library Page
Excelsior Public Library
10.2005 - 09.2007
Shift Supervisor
Starbucks Coffee
09.1998 - 10.2005
Academy of the Arts University
Bachelor of Fine Arts from Illustration
Lowell High School
High School Diploma from General Education
Similar Profiles
Jessica ShannonJessica Shannon
Bank Branch Manager at ChaseBank Branch Manager at Chase
Thomas MurphyThomas Murphy
Client Service Analyst | Client Onboarding Global at ChaseClient Service Analyst | Client Onboarding Global at Chase
Cyrenna SmithCyrenna Smith
FRAUD SPECIALIST II at CHASEFRAUD SPECIALIST II at CHASE
Karen OlivoKaren Olivo
Fraud Specialist Ll at ChaseFraud Specialist Ll at Chase
James KalehJames Kaleh
Volunteer at SFSU Design SchoolVolunteer at SFSU Design School