Hardworking and passionate job seeker with strong organizational skills eager to secure a long time career. Ready to help team achieve company goals.
Overview
13
13
years of professional experience
Work History
Children's Art Entertainer
Cali Crafts
05.2019 - Current
Organized games and activities
Developing creative ideas and new methods for making art
Selecting which materials to use based on color, texture, strength, etc
Using techniques such as painting, and drawing
Financial Service Rep
First Entertainment Credit Union
05.2017 - 04.2019
Processed Personal and Car loans over $600k every 30 days
Responsible for individual sales goals and soliciting new consumer business
Processed customer transactions while making recommendations of bank products
Trained new team members on bank systems and sales best practices
Managing new and existing customer portfolios; by building long-term relationships with customers to understand their financial needs and provide them with the perfect solutions
Proactively cross-selling additional products through referrals and outbound calling.
Relationship Manager
JPMorgan Chase Bank
09.2014 - 04.2017
Responsible for individual sales goals and soliciting new consumer business
Partnered with senior platform staff to ensure sales success and build on best practices
Processed customer transactions while making recommendations of bank products
Trained new team members on bank systems and sales best practices
Managing new and existing customer portfolios; by building long-term relationships with customers to understand their financial needs and provide them with the perfect solutions
Proactively cross-selling additional products through referrals and outbound calling.
Personal Banker
Wells Fargo Bank, N.A.
04.2012 - 09.2014
Responsible for sales goals and soliciting new consumer business
Support branch operational activities and financial services
Processed customer transactions while making recommendations of bank products
Assisting customers in their selection of various accounts
Managing new and existing customer portfolios; by building long-term relationships with customers to understand their financial needs and provide them with the perfect solutions
Knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, etc.
Senior Teller
JPMorgan Chase Bank
11.2010 - 04.2012
Answered customer inquiries regarding their account or company products/services
Processed daily customer transactions and performed required maintenance.
Education
Bachelor of Arts -
California State University - Northridge
Northridge, CA
05.2023
Skills
Wells Fargo Retail Leadership Academy graduate
Over 9 years Retail Banking experience in Operations and Sales including Corporate/Regional policies & regulations
Collaborating with senior management on district projects such as training assessments
Supports Market and Division initiatives by attending and supporting business and mentorship programs
Demonstrates excellent attention to detail by proactively reviewing daily ledgers, spreadsheets and pipeline reports
Ability to analyze financial metrics
Ability to manage priorities in a retail environment
Building and maintains effective relationships with customers and partners
Coordinadora Procesos Lectura, Escritura y Oral at Secretaría de Cultura Cali - Red de Bibliotecas Públicas de CaliCoordinadora Procesos Lectura, Escritura y Oral at Secretaría de Cultura Cali - Red de Bibliotecas Públicas de Cali