Jamie Munoz
Winchester,CA
Summary
Highly accomplished sales professional with extensive experience in new business development, prospecting, and relationship management. Consistently ranked in the top 20% of performers since 2018, seeking to leverage proven expertise in driving revenue growth, fostering client relationships, and achieving ambitious sales targets in a dynamic organization.
Results-driven banking and sales expert with a strong track record in customer service, business development, and financial solutions. Renowned for surpassing sales goals, fostering client loyalty, and enhancing revenue through effective prospecting and tailored solutions.
Overview
17
17
years of professional experience
Work History
Sr. Business Consultant/Relationship Manager & Field Sales, Director of Business Development
Fiserv
08.2016 - Current
- Cultivate and maintain strong client relationships, providing deep expertise across various cloud-based solutions, SaaS products, and security tools
- Consistently drive sales, achieving over $2.5 million in Annual Recurring Revenue (ARR)
- Developed a client portfolio of over 200 businesses ranging from $250K to $2B in annual revenue
- Proactively sourced 25% of the portfolio through independent prospecting
- Delivered educational presentations and built executive-level interest in product adoption
- Facilitated national sales calls with FI strategic partners, enhancing partner sales capabilities
Personal Banker
Wells Fargo Bank, N.A
06.2010 - Current
- Opened new personal and business accounts, including loans, consistently surpassing sales benchmarks
- Enhanced customer retention through effective problem resolution and client relationship management
- Awarded for exceptional referral rates and successful cross-departmental sales
Lead Teller
Wells Fargo Bank, N.A
07.2008 - 06.2010
- Oversaw teller transactions, coached team members, and ensured adherence to bank audit standards
- Recognized for outstanding sales achievements and promoted for demonstrated excellence
Teller
Wells Fargo Bank, N.A
04.2008 - 06.2008
- Performed daily teller functions, maintained audit preparedness, and trained staff on client engagement
- Promoted rapidly due to strong sales performance and client needs analysis
Education
High School Diploma -
Bowdish Charter School
Spokane, WANotary Public Certification -
National Notary Association
Temecula, CASkills
- Exceptional Customer Service & Sales Skills
- Business Development & Marketing Strategies
- Personal & Business Account Management
- Debt & Credit Management Solutions
- Effective Prospecting Techniques
- Relationship Management
- Time Management & Superior Organizational Skills
- Safe & Vault Operations
Hobbies and Interests
Active involvement in the military community, dedicated to empowering service members' financial success. Passionate about travel, finance, and family-oriented endeavors.
Timeline
Sr. Business Consultant/Relationship Manager & Field Sales, Director of Business Development
Fiserv
08.2016 - Current
Personal Banker
Wells Fargo Bank, N.A
06.2010 - Current
Lead Teller
Wells Fargo Bank, N.A
07.2008 - 06.2010
Teller
Wells Fargo Bank, N.A
04.2008 - 06.2008
Notary Public Certification -
National Notary Association
High School Diploma -
Bowdish Charter School
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