Jaleene G. Ayala
Los Angeles,CA
Summary
Results-oriented professional offering personality, professionalism, and communication skills to successfully engage new and existing clients. Experienced at identifying and matching individuals with products and services by discussing financial needs. Practices a positive, balanced approach, identifying and resolving problems. Develops friendly harmonious working relationships with those contacted in the course of work.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Wells Fargo
06.2022 - Current
- Partner with Financial Advisor(s) to assist customers with specialized needs in developing a business plan
- Educate customers on options for managing financial transactions by leveraging technology, tools and resources.
- Build and enhance new and existing client relationships through active communication, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
- Maintain client accounts, including collecting information and required documentation, capturing and assessing risk, processing money movement transactions
- Confirm authorization and authenticate client when processing requests
- Review and take appropriate action on client account alerts
- Participate in available training – professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
- Advise customers on bank products, services and financial planning options.
- Offer universal support to Management and across all levels of office and operations vendors and clients
Client Service Associate
Morgan Stanley
07.2023 - 10.2023
- Support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
- Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
- Establish and service client accounts, prepare forms, research account inquiries and/or issues
- Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
- Review and take appropriate action on client account alerts
Bank Teller
Wells Fargo
02.2019 - 06.2022
- Used strong knowledge of financial services products to confidently educate customers about features, benefits and pricing.
- Served large number of customers within fast-paced, evolving work environment and remained composed and professional
Sales Associate
Nordstrom
05.2018 - 12.2018
- Built and maintained relationships with peers and upper management to drive team success.
- Sold various products by explaining unique features and educating customers on proper usage
Administrative Intern
State Farm
08.2015 - 11.2015
- Organized files, developed spreadsheets, faxed reports and scanned documents.
- Gained valuable knowledge on Insurance and learned advanced skills.
Education
Bachelor of Arts - Sociology
California State University of Fullerton
Fullerton12.2021
Skills
- Persuasive Communication Style
- Computer Skills
- Employee Motivation
- Account Type Familiarity
- Reliable & Trustworthy
- Team Player
Licenses and Certifications
- [Series 63], FINRA- Uniform Securities Agent State Law Examination, 2022
- [Series 6TO], FINRA- Investment Company Products/Variable Contracts Representative Examination, 2022
- [SIE]. FINRA- Securities Industry Essentials Examination, 2022
- [Life Insurance License], State of California, 2022
Timeline
Client Service Associate
Morgan Stanley
07.2023 - 10.2023
Relationship Banker
Wells Fargo
06.2022 - Current
Bank Teller
Wells Fargo
02.2019 - 06.2022
Sales Associate
Nordstrom
05.2018 - 12.2018
Administrative Intern
State Farm
08.2015 - 11.2015
Bachelor of Arts - Sociology
California State University of Fullerton