Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Guillermo Jimenez

Bayside,NY

Summary

Passionate banking professional with 7+ years of experience in relationship development, sales and service, positioning solutions for customer issues, and consistently meeting and surpassing goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

9
9
years of professional experience

Work History

Branch Banker

PNC Bank, N.A
04.2022 - Current
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Advised customers on bank products, services and financial planning options.

Branch Ambassador

Capital One Bank
11.2019 - 04.2022
  • Verified amounts and integrity of every check or funds transfer.
  • Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Researched and resolved open items and deposit issues.
  • Helped customers understand and use mobile applications and online banking.
  • Being digitally savvy. Showing customers how to easily navigate the mobile and online experience, using the branch’s iPads. Educating customers on other banking channels as well as other products and services.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Assisted customers by answering banking questions and recommending solutions.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Achieved or exceeded personal sales goals on consistent basis.

Branch Sales Service Associate

PNC Bank, N.A
12.2018 - 11.2019
  • Process teller transactions. Provide service to sales interactions.
  • Perform lobby enhancement activities to assist customers and connect with them to be able to position the right product/partner that will best service their financial needs.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Helped customers understand and use mobile applications and online banking.
  • Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
  • Assisted customers by answering banking questions and recommending solutions.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.

Assistant Property Manager

New View Realty Group
04.2017 - 12.2018
  • Coordinated general maintenance and repairs to keep facilities operational and attractive.
  • Settled tenant conflicts using persuasive communication skills and expert knowledge of leasing agreements.
  • Developed strong, professional relationships with residents by delivering exemplary service and engagement.
  • Inspected properties regularly to identify deficiencies and schedule repairs.
  • Checked common areas regularly to keep neat, clean and free of debris.
  • Answered calls and responded to inquiries from various parties using strong active listening and open-ended questioning skills to resolve problems.
  • Addressed and resolved complaints, concerns and service requirements to deliver prompt remedial action.
  • Collected monthly assessments, rental fees, deposits and payments.
  • Oversaw daily operations, maintenance and administration of various properties.
  • Conducted tours of vacancies with prospective tenants.

Sr Specialist

JP Morgan Chase
08.2016 - 04.2017
  • Administered delinquency cycle from start to finish, managing collections calling, skip tracing, outside collections agency coordination and related litigation.
  • Processed payments over phone and set up recurring drafts.
  • Followed fair debt practices and regulatory guidelines when managing collections process.
  • Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
  • Recovered lost revenue by persistently reaching out to customers with past due accounts.
  • Investigated and solved problems with payments, account updates and other concerns.
  • Reached out to customer to pursue payments, remind of obligations and discuss default procedures.

Retail Banker

Woodforest National Bank
01.2015 - 07.2016
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Received mortgage and other loan payments, verifying payment dates and amounts due.
  • Performed special services for customers, ordering bank cards and checks.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Verified amounts and integrity of every check or funds transfer.
  • Identified and resolved complex client service issues to deliver exceptional customer service.
  • Modified, opened and closed customer accounts.

Education

Some College (No Degree) - Accounting

Central Piedmont Community College
Charlotte

High School Diploma -

East Mecklenburg High School
Charlotte
06.2012

Skills

  • Adaptable to Changing Conditions
  • Goal Setting
  • Data Analysis
  • Attention to detail
  • Service-Oriented
  • Time Management
  • Critical Thinking/Decision Making
  • Products and Services Knowledge
  • Cross-Selling and Partner Referrals
  • Employee Training Assistance
  • Problem-Solving
  • Client Relationship Management

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Branch Banker

PNC Bank, N.A
04.2022 - Current

Branch Ambassador

Capital One Bank
11.2019 - 04.2022

Branch Sales Service Associate

PNC Bank, N.A
12.2018 - 11.2019

Assistant Property Manager

New View Realty Group
04.2017 - 12.2018

Sr Specialist

JP Morgan Chase
08.2016 - 04.2017

Retail Banker

Woodforest National Bank
01.2015 - 07.2016

Some College (No Degree) - Accounting

Central Piedmont Community College

High School Diploma -

East Mecklenburg High School

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Guillermo Jimenez