Jareny Escobar
Laguna Niguel,CA
Summary
I am a high motivated individual who is willing to take on new challenges, can adapt to change, and embrace the challenge. Customer service oriented, can prioritize and multi-task in fast pace working environment.
Overview
8
8
years of professional experience
Work History
Associate Banker
Chase Bank
Aliso Viejo, CA
03.2022 - Current
- Provided customer service by attending to their inquiries and requests for information.
- Assisted customers with account opening and maintenance.
- Established strong relationships with customers to increase customer loyalty.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
- Participated in team meetings to discuss performance metrics and strategies for improvement.
- Helped customers understand and use mobile applications and online banking.
Personal Banker
Wells Fargo
Lake Forest, CA
07.2019 - 10.2021
- Friendly Inbound and outbound calling, Created strategic financial solutions to suit individualized client needs.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Devised targeted solutions for various customers, including deposit, lending and investment services.
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Established connections with new clients through proactive follow-up strategies.
- Built strong rapport with new and existing clients to be er serve financial needs and promote branch loyalty.
- Expanded client base through consistent product promotion and sales strategy.
- Participate in individual monthly one-on-one developmental action plan.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Teller
Wells Fargo
San Juan Capistrano, CA
08.2016 - 06.2019
- High-profiled position accountable for providing superior customer service, while following the company's vision and values.
- Opening and closing procedures, balancing branch vault, maintaining and processing ATM, balancing and conducting night drops in dual control.
- Adhering to cash limits, ensuring I am up to date on Federal Laws and Regulations.
- Pro-Actively looking to help clients financially, Building long term relationships and referring clients to appropriate bankers.
- Knowledgeable of company's products and services to advise clients on their financial goals and needs.
Education
Associate of Arts - Psychology
Orange Coast College
05-2025
High School Diploma -
Dana Hills High School
06.2013
Skills
- Excellent communication skills
- Bilingual
- Problem solving abilities
- Adaptive team player
- Inbound and outbound calling
- Strong organization skills
- Products and Services Knowledge
References
References available upon request.
Timeline
Associate Banker
Chase Bank
03.2022 - Current
Personal Banker
Wells Fargo
07.2019 - 10.2021
Teller
Wells Fargo
08.2016 - 06.2019
Associate of Arts - Psychology
Orange Coast College
High School Diploma -
Dana Hills High School