Jacqueline Ojeda
Montclair,CA
Summary
A position in a results-oriented company that seeks an ambitious and career-conscious person, where acquired skills and education will be utilized toward continued growth and advancement.
Overview
25
25
years of professional experience
Work History
Advanced Client Solutions Specialist
Bank of America Corporation
09.2016 - Current
- Engage with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
- Quote Rates, Terms and programs for New and existing Credit Card Customers
- Respond to customer inquiries and concerns by creating customized solutions
- Be able to recognize and refer cross-sell opportunities
- Proactively manage risk in every business, product and service by utilizing all available tools
- Optimize Customer Service and serve our customers with exceptional World Class Service
- Managed high call volume efficiently while maintaining a focus on delivering an outstanding customer experience every time.
- Participated in ongoing training sessions to stay current on industry trends, regulatory changes, and new product offerings.
- Supported cross-selling initiatives by identifying opportunities during calls to introduce relevant bank services or products that addressed customers'' financial objectives.
Supervisor
Jackie's Beauty Salon and Supply
01.2000 - Current
- Highly regarded for consistently achieving superior sales results through leadership, planning, and effective implementations
- Developed new procedures for productivity
- Forecasted sales, developed inventory models, identified sales trends and opportunities, coordinated special projects, and monitored retail outlet productivity
- Implemented an effective sales plan
- Trained, developed and motivated staff, forecasted store sales, maintained budgetary controls, loss prevention, inventory control, and merchandising standards
Personal Banker
Bank of America corporation
01.2010 - 12.2010
- Assist customers with opening savings and checking accounts, CD'S and IRA'S
- Cross sell through the bank products and also through our Financial partners
- Maintain weekly sales and referral goals
- Search for other business by telemarketing and business presentations
- Assist with lobby traffic and resolve customers questions and concerns
- Help the tellers with their referral duties by assisting them with questions and concerns
Business Banker
JP Morgan Chase Bank
01.2007 - 12.2010
- Work in the area of Sales, Customer Service, Business Development, Branch Administration and products and services in order to integrate concepts and theories
- Integrate and communicate information on a one-on-one basis as well as in group situations and in writing
- Provide effective leadership and guidance to staff
- Work under intensive deadlines to meet branch sales and referral goals
- Service Business and regular customers by accepting and processing transactions with accuracy within branch guidelines
- Initiate telemarketing calls on maturing accounts, leads, referrals, new account follow-up and other promotion opportunities
- Refer new and current customers for new business opportunities and cross-sell additional products and services within our financial partners
Merchant Services Representative
Union Bank of California
01.2004 - 12.2007
- Accurately processed and invoiced orders to customers
- Accepted increasing responsibility demonstrating flexibility and ability to learn quickly
- Accustomed to fast-paced, high-pressured positions, demonstrated ability to prioritize multiple tasks, meet deadlines, and provide quality service
- Communicated information clearly and accurately
- Researched accounts, answered questions, and worked with new customers
Customer Service Representative
World Savings Mortgage
01.2002 - 12.2004
- Bundle counted tellers' cash at end of the day and performed a daily surprise count of a teller's cash drawer
- Maintained customer relations and cross-sold bank's products
- Participated in the origination of new client accounts, providing additional resources and enabling financial services
- Provided superior customer service and work quality while demonstrating attention to detail, flexibility and innovation in resolving problems
- Possess effective communications skills, and work well with others at all levels
- Provided team with guidance, motivation, and discipline to consistently achieve sales and customer satisfaction
Education
B.S. - Business Administration
California State University Fullerton
FullertonAccounting Certification -
Fullerton College
Fullerton, CAInternational Business Abroad Program -
University of Rome
Rome01.2001
Skills
- Banking and Investor Relations
- Legal Documentation
- Back and Front Office Operations
- Team Leadership
- Cross and Interselling Strategies
- Sales proficiency
- Financial product sales
- Credit solutions guidance
- Call center operations
- Language fluency
- Staff education and training
- Customer service excellence
Qualification Highlights
- Convincingly argued for the adoption of yield management principals in generating income and increasing incentives. Emphasized the concept, realized immediate increases in the sales of high-income-generating carriers, and substantially raised incentives.
- Plan, direct, supervise, and evaluate workflow processes, ensuring highest levels of customer service, accuracy, and time compliance.
- Streamlined business processes within the office, which significantly increased operational efficiency levels.
- Received recognition from company president for outstanding performance and attention to detail.
- Analyzed credit card and loan application process and designed new procedures to decrease turnaround and increase customer satisfaction.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
French
Professional Working
Timeline
Advanced Client Solutions Specialist
Bank of America Corporation
09.2016 - Current
Personal Banker
Bank of America corporation
01.2010 - 12.2010
Business Banker
JP Morgan Chase Bank
01.2007 - 12.2010
Merchant Services Representative
Union Bank of California
01.2004 - 12.2007
Customer Service Representative
World Savings Mortgage
01.2002 - 12.2004
Supervisor
Jackie's Beauty Salon and Supply
01.2000 - Current
Accounting Certification -
Fullerton College
International Business Abroad Program -
University of Rome
B.S. - Business Administration
California State University Fullerton
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