GERARDO YEPEZ-RODRIGUEZ
West Orange
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
Roseland
12.2023 - Current
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Educated clients about various banking products available at the institution.
Sales Manager
Allstate- Cabiles Agency
Branchburg Township
01.2022 - 12.2023
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Tracked monthly sales to generate reports for business development planning.
- Performed sales consultations and educated clients on products and services.
Sales Associate
Liberty Mutual
Parsippany
05.2021 - 01.2022
- Answered incoming telephone calls to provide store, products and services information.
- Developed trusting relationships with customers by making personal connections.
- Sold various products by explaining unique features and educating customers on proper application or usage.
Sales Representative
Allstate- Eli Agency
Maplewood
08.2019 - 04.2021
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
- Presented products and services to prospective and existing customers to meet client needs.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Electrical Apprentice
Erne Valley Electric
New York
11.2018 - 08.2019
- Operated hand and power tools and diagnostic equipment to complete various aspects of jobs.
- Assisted with electrical installation tasks, added new wiring and adjusted breaker boxes.
Education
High School Diploma -
West Orange High School
West Orange, NJ06.2015
Skills
- Energetic Self-Starter
- Verbal and Written Communication
- Sales closing
- Relationship Selling
- Negotiation Tactics
- Customer Follow-Up
- Cross-Selling and Upselling
- Problem-Solving
- Risk Mitigation
Certification
Property, Casualty, Life & Health Licensed
OSHA certification 30
Languages
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Sales Manager
Allstate- Cabiles Agency
01.2022 - 12.2023
Sales Associate
Liberty Mutual
05.2021 - 01.2022
Sales Representative
Allstate- Eli Agency
08.2019 - 04.2021
Electrical Apprentice
Erne Valley Electric
11.2018 - 08.2019
High School Diploma -
West Orange High School