FRANCISCO NUNEZ
Livingston,NJ
Summary
Territory Sales and Relationship Management Professional with experience driving business growth, managing client portfolios, developing strategic partnerships, and delivering consultative business solutions across financial services and technology environments. Proven ability to build trusted relationships, identify client needs, manage complex business conversations, and exceed performance goals within highly regulated industries. Experienced collaborating cross-functionally to improve operational efficiency and client outcomes. Bilingual English and Spanish professional pursuing growth within healthcare and medical technology sales leadership.
Overview
5
5
years of professional experience
1
1
Certification
Work History
FI Business Consultant
Fiserv
Livingston, NJ
12.2025 - Current
- Partner with financial institutions to convert merchant referrals and strengthen business banking relationships.
- Advise business owners on payment solutions, cash flow, and operational efficiency.
- Analyze financial and processing data to identify cost savings and optimize pricing.
- Manage full client lifecycle from prospecting to onboarding and retention.
- Collaborate with branch teams to drive revenue growth and product adoption.
- Build and maintain relationships with small to mid-sized business clients.
Relationship Banker - MOD
J.P. Morgan Chase
Parsippany, New Jersey
08.2022 - 09.2025
- Served as acting branch manager, overseeing daily operations and team performance.
- Generated $20M+ in new investment inflows through relationship management and tailored solutions.
- Identified client needs and referred lending, investment, and insurance products.
- Improved branch efficiency and client experience through workflow optimization.
- Maintained compliance with regulatory policies and audit standards.
Associate Banker
Chase
West Caldwell, New Jersey
08.2021 - 08.2022
- Delivered high-quality client service while processing transactions and resolving account needs.
- Identified client opportunities and referred banking, lending, and investment solutions.
- Supported branch operations and contributed to team sales and service goals.
Education
Bachelor of Science - Business Management & Analytics
Bellevue University
Nebraska City, NE07.2025
Skills
- Financial Needs Discovery & Solutions Selling
- High-Net-Worth & Retail Client Relationship Management
- Performance Reporting & KPI Analysis
- Branch Operations Oversight
- Compliance & Risk Mitigation
- Strategic Problem Solving & Process Optimization
- MS Office Suite (Excel, Word, PowerPoint)
- Data Interpretation & Financial Analysis
- CRM & Banking Systems (eg, JPM tools, Salesforce, etc)
- Client Onboarding, Education & Retention
- Community Engagement & Financial Literacy Outreach
Certification
FINRA Series 6 & 63 | SIE Certified | NJ Life Insurance Licensed
Timeline
FI Business Consultant
Fiserv
12.2025 - Current
Relationship Banker - MOD
J.P. Morgan Chase
08.2022 - 09.2025
Associate Banker
Chase
08.2021 - 08.2022
Bachelor of Science - Business Management & Analytics
Bellevue University