Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
11
11
years of professional experience
Work History
Business Relationship Manager
Wells Fargo Bank, N.A.
05.2022 - Current
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Set up appointments with potential and current customers to promote new products and services.
Associate Personal Banker
Wells Fargo Bank, N.A.
01.2020 - 04.2022
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Cross-sold bank products and services to meet customer needs and provide options.
Promoted financial products by maintaining excellent service offering knowledge.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Followed up with customers to gather feedback and provide additional assistance.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Associate Sales Representative
EF Education First
02.2015 - 05.2016
Developed and implemented sales strategies to increase profits.
Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
Generated new leads through networking and attending industry events.
Contributed to event marketing, sales and brand promotion.
Informed customers of promotions to increase sales productivity and volume.
Attorney
Self-employed
01.2015 - 05.2016
Drafted, reviewed and negotiated contracts and other legal documents to support client needs.
Researched and wrote contracts, agreements and proposals.
Researched and interpreted laws, rulings and regulations to advise clients on business and legal transactions.
Assisted clients in formation, governance and dissolution of businesses.
Provided legal counsel to clients on diverse business, financial and civil matters.
Retail Personal Banker
Bank Of Venezuela
06.2012 - 05.2013
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Promoted financial products by maintaining excellent service offering knowledge.
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)