Esmeralda Gonzalez
Geismar,LA
Overview
5
5
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan
09.2023 - Current
- Educate and advise 350+ customers on consumer and business products
- Responsible for meeting customers both in person and over the phone to assess their banking solutions, goals, and needs and offer the appropriate guidance
- Provide consistent customer service to a wide range of new potential clients
- Achieve branch targets by resolving customer issues and adhering to all regulations (ex: goal reached for 4 quarters in a row at 100%)
- Work alongside a team of advisors to help clients achieve their goals by delivering the right solutions and services/providing industry-leading advice
Financial Relationship Consultant II
Regions Bank
01.2023 - 09.2023
- Educate and advise 50+ customers on Region’s consumer and business products
- Responsible for meeting customers both in person and on the phone to assess their banking solutions, goals, and needs and offer the appropriate guidance
- Provide consistent customer service to a wide range of new potential clients
- Achieve branch targets by resolving customer issues and adhering to all regulations
- Assisted 25-30 customers daily with financial concerns through client consultations
Relationship Banker
TD Bank
09.2019 - 05.2021
- Anticipated emerging customer trends as a basis for recommending products and services and expanding the business
- Offered understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment
- Assisted in the creation of new bank accounts, loan applications, and credit check backgrounds for over (x)clients
- Educated customers on emerging technology and digital solutions on 3 major platforms: mobile, online and ATM offerings
Education
Master of Science - Leadership and Human Resource Development
Louisiana State University
Baton Rouge, LAMaster of Science - Kinesiology: Pedagogy and Psychological Science
Louisiana State University
Baton Rouge, LABachelor of Arts - Psychology
Rutgers University
Camden, NJSkills
- Operation Management
- Workflow Prioritization
- Staff Management
- Problem-Solving
- Leadership
- Performance Management/Improvement
- Proficient in Microsoft Office 365(Excel, Word, PowerPoint)
Affiliations
Lambda Theta Alpha Latin Sorority, Inc
Certification
- SIE
- SERIES 6
- Life and Health Insurance (LA)
Languages
Spanish
Native or Bilingual
Timeline
Private Client Banker
JPMorgan
09.2023 - Current
Financial Relationship Consultant II
Regions Bank
01.2023 - 09.2023
Relationship Banker
TD Bank
09.2019 - 05.2021
Master of Science - Leadership and Human Resource Development
Louisiana State University
Master of Science - Kinesiology: Pedagogy and Psychological Science
Louisiana State University
Bachelor of Arts - Psychology
Rutgers University
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