Summary
Overview
Work History
Education
Skills
Languages
Timeline
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HEBERT PORTILLO

Bonita Springs,FL

Summary

Goal-driven professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

8
8
years of professional experience

Work History

Associate Banker

JPMorgan Chase
09.2022 - Current
  • Opened, closed, and updated accounts for customers.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Referred customers to other banking departments for specialized services.

PERSONAL BANKER

WELLS FARGO BANK
12.2018 - 06.2022
  • Produces $400k + in company revenue quarterly and refers over $ 1 million in investments annually
  • Maintains and expands current portfolios and book of business accounts as well as new businesses
  • Works closely with a team to develop a plan to increase branch production and company revenue
  • Ensures that each client’s concerns are handled efficiency to maintain positive customer relations
  • Utilizes strong analytical and problem-solving skills to derive innovative financial solutions
  • Provide notary services as a licensed notary in FL and loans as
  • SAFE certified licensed banker.

CUSTOMER SERVICE REPRESENTATIVE

SUNTRUST BANK
05.2015 - 11.2018
  • Audited financial services clients, including banks and asset management companies
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Processed exchange and foreign currency
  • Advised clients on mortgage, educational and personal loans
  • Processed quarterly Vault and ATM audits with an zero-error rate
  • Sold cashier\’s checks, traveler\’s checks and money orders.

Education

Some College (No Degree) - BUSSINES MANAGEMENT ASSOCIATE

EDISON STATE COLLEGE
Fort Myers, FL

Skills

  • Verbal and Written Communication
  • Excellent client experience
  • Problem Solver, delivering solutions
  • Bilingual Speaker
  • Professionalism
  • Organizational skills
  • Microsoft Office
  • Meeting Goals
  • Phone Communication
  • Developing Customer Relationships

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Associate Banker

JPMorgan Chase
09.2022 - Current

PERSONAL BANKER

WELLS FARGO BANK
12.2018 - 06.2022

CUSTOMER SERVICE REPRESENTATIVE

SUNTRUST BANK
05.2015 - 11.2018

Some College (No Degree) - BUSSINES MANAGEMENT ASSOCIATE

EDISON STATE COLLEGE

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HEBERT PORTILLO