Jazmin Quintanilla-Saeed
Edison,NJ
Summary
Experienced relationship banker with a strong track record of building and nurturing client relationships. Proficient in financial analysis, and wealth management. Adept at tailoring financial solutions to meet the unique needs and goals of clients. Proven ability to exceed sales targets and drive revenue growth. Strong communication and interpersonal skills, with a commitment to providing exceptional customer service. Looking to leverage my expertise to contribute to a dynamic financial institution.
Overview
10
10
years of professional experience
Work History
Member Service Representative
Merck Employees Federal Credit Union
Rahway, NJ
07.2024 - Current
- Utilized software and systems to research and resolve member inquiries.
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
- Responded promptly to emails from members seeking assistance.
- Provided exceptional customer service while accurately processing routine transactions.
- Continuously updated knowledge about banking products, services, policies and regulations.
Personal Banker
J.P Morgan Chase Bank
New York, NY
05.2019 - 04.2022
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Leveraged phone, e-mail, and video channels to perform regular customer outreach.
- Used product knowledge and abilities to execute consumer loans and other services.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Relationship Manager
Bank of America
Bronx, NY
04.2017 - 05.2019
- Provide personal financial counseling, assist with lending services, and build relationships with new and existing customers to sustain high satisfaction ratings and retention.
- Meet with prospects and customers as a result of outbound calling efforts, teller referrals and branch referrals to discuss and sell banking products.
- Adhering to all audit and security policies and procedures are followed in accordance with bank policy and federal regulations.
- Developed strong rapport with branch managers and provided administrative support at local branches during staffing shortages.
Relationship Banker
Capital One Bank
New York, NY
10.2015 - 04.2017
- Provide full range of financial services to clients based on evaluation of their financial needs
- Fulfill daily, weekly and monthly sale targets and referral goals
- Maintain highest standards of customer services, personal banking and SAFE mortgage Licensing requirements
Education
A.A. Degree - Liberal Arts - Psychology
Middlesex College
High School Diploma -
Grover Cleveland High School
Ridgewood, NYSkills
- Client Relationship Management
- Proficient in Microsoft Office Suite
- Bilingual Customer Support
- Efficient and Detail-Oriented
- Issue and Complaint Resolution
- Multitasking and Prioritization
- Sales and Cross-selling
- Regulatory Compliance
Languages
Spanish
Native/ Bilingual
Timeline
Member Service Representative
Merck Employees Federal Credit Union
07.2024 - Current
Personal Banker
J.P Morgan Chase Bank
05.2019 - 04.2022
Relationship Manager
Bank of America
04.2017 - 05.2019
Relationship Banker
Capital One Bank
10.2015 - 04.2017
A.A. Degree - Liberal Arts - Psychology
Middlesex College
High School Diploma -
Grover Cleveland High School
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