Janis Esquivel
Denton
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
10.2024 - Current
- Serve as the primary point of contact for client relationships, providing financial solutions that meet both immediate and long-term needs.
- Conduct consultations with clients to assess financial goals, advising on account management, loans, investments, and credit products.
- Maintain high standards of regulatory compliance, ensuring adherence to banking policies, procedures, and legal guidelines.
- Process complex financial transactions and assist with account servicing, managing client portfolios efficiently through CRM tools.
- Consistently meet and exceed sales targets for banking products such as credit cards, savings accounts, and loans.
- Build and nurture strong client relationships, driving retention and long-term client satisfaction.
Pharmacy Customer Service Representative
Community Pharmacy
04.2022 - 09.2024
- Provided excellent customer service, ensuring patient satisfaction and maintaining accurate records in a high-volume environment.
- Assisted customers with insurance claims, financial transactions, and prescription-related inquiries, ensuring compliance with HIPAA regulations.
- Processed payments and managed daily cash flow, maintaining transaction accuracy and security.
- Developed strong attention to detail, crucial for compliance with regulatory standards and financial integrity.
Medicare Sales Representative
Ehealth Insurance
06.2021 - 04.2022
- Conducted outbound sales calls, advising clients on Medicare plans and identifying the best solutions to fit their financial and healthcare needs.
- Mastered customer relationship management (CRM) tools to track leads and manage client portfolios.
- Consistently achieved sales targets, demonstrating expertise in objection handling, upselling, and closing deals.
- Gained proficiency in regulatory compliance by navigating Medicare requirements and legal guidelines in financial services.
Call Center Specialist
Community Dental Partners
07.2020 - 05.2021
- Scheduled dental appointments for multiple locations across Texas, ensuring accurate data entry and management.
- Managed inbound and outbound calls (150-200 daily), using CRM software to maintain client records.
- Excelled in cross-team collaboration, working with sales and customer recare departments to maximize client engagement and retention.
- Demonstrated exceptional organizational skills and client service, leading to a daily average of 20 successful appointments.
Sales Associate
Metro PCS
05.2018 - 09.2018
- Sold mobile phones and accessories, providing tailored solutions based on customer needs and product knowledge.
- Processed sales transactions and managed daily revenue, enhancing financial accuracy and cash handling skills.
- Built and maintained customer relationships, becoming a trusted advisor in tech products and services.
- Gained experience in promoting services to new clients through community marketing initiatives.
Education
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North Texas Central College
09.2025
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Billy Ryan High School
05.2020
Skills
- Bilingual: Fluent in Spanish and English
- Customer Relationship Management (CRM)
- Financial Products Knowledge
- Sales and Negotiation
- Regulatory Compliance Awareness
- Account Management
- Windows, iOS, Android, Junos OS
- Cash Handling and Transaction Processing
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank of America
10.2024 - Current
Pharmacy Customer Service Representative
Community Pharmacy
04.2022 - 09.2024
Medicare Sales Representative
Ehealth Insurance
06.2021 - 04.2022
Call Center Specialist
Community Dental Partners
07.2020 - 05.2021
Sales Associate
Metro PCS
05.2018 - 09.2018
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North Texas Central College
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Billy Ryan High School
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