Jasmin F Reyes
Azusa,CA
Summary
Senior Banker with an adept at crafting tailored financial solutions and enhancing client satisfaction. Bilingual communicator skilled in problem-solving and collaboration, successfully mentoring new hires and driving revenue growth through strategic partnerships. Committed to delivering exceptional service while ensuring compliance and efficiency.
Overview
7
7
years of professional experience
Work History
Senior Banker
Bank of America
02.2021 - Current
- Provide clients with information on bank products, bank policies, and related services.
- Create strategic financial solutions to suit individualized client needs.
- Partnership with Business, Home Lending, and Investment associates to guide customers to the appropriate partner in helping current financial needs.
- Mentored new hire banking employees to maximize performance, efficiency, and compliance.
- Notary certified in order to provide notary services to clients in need
Customer Success Specialist
Wells Fargo
06.2020 - 01.2021
- Assist small business customers financially over the phone
- Respond to customer requests for products, services, and company information.
- Delivering excellent customer service experience while adhering to work guidelines, policies, and regulations.
- Contributed additional revenue to sales plans through resale opportunities.
- Quickly answering customer inquiries via phone and resolving customer issues in a
friendly manner.
Personal Banker/Small Business Specialist
Wells Fargo
08.2018 - 06.2020
- Promoted financial products by maintaining excellent service offering knowledge.
- Created strategic financial solutions to suit individualized client needs.
- Work closely with management and partners to strategize sales techniques to increase production and customer service.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Education
Business
Mt. San Antonio College
Walnut, CA06-2015
High School Diploma -
Gladstone High School
Covina, CA06-2011
Skills
Problem Solver
Communication
Time Management
Adaptability
Collaborating
Bi Lingual
Languages
Spanish
Native or Bilingual
Timeline
Senior Banker
Bank of America
02.2021 - Current
Customer Success Specialist
Wells Fargo
06.2020 - 01.2021
Personal Banker/Small Business Specialist
Wells Fargo
08.2018 - 06.2020
Business
Mt. San Antonio College
High School Diploma -
Gladstone High School