Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeffrey Guitche

Hayward,California

Summary

Experienced Client Relationship Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving business performance. Experienced in all aspects of operations, marketing, strategy and finance.

Overview

20
20
years of professional experience

Work History

Client Relationship Consultant 2

US Bank
05.2023 - Current
  • Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
  • Developed innovative strategies for clients, resulting in increased revenue and business growth.
  • Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
  • Build strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
  • Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
  • Maintains a working knowledge of consumer and business banking products and services including digital products and services.
  • Provides a consistent optimal client experience, including greeting clients and processing basic transactions.

Digital Shopper (Part Time)

Walmart
02.2023 - Current
  • Assists customers with fulfillment procedures and programs.
  • Fulfill customers orders by reviewing orders; locating, preparing, and packaging merchandise
  • Ensure the accuracy of orders prior to pick up
  • Make appropriate product substitutions and consulting with customers as needed to ensure satisfaction and following up on out of stock merchandise.

Branch Service and Sales Officer I

Union Bank
03.2022 - 05.2023
  • Boosted sales performance by identifying and targeting high-potential leads.
  • Developed strategic sales plans for achieving revenue growth and exceeding targets.
  • Enhanced customer satisfaction with timely follow-ups and personalized service.
  • Cultivated strong relationships, establishing trust and loyalty among clients.·
  • Open deposit accounts and sell banking products as appropriate for the customer’s needs (examples: credit cards, CDs, loans).
  • Ensure customers are connected to the appropriate teammate or partner to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall branch growth.
  • Assist Branch Manager to ensure consistent and exceptional experiences are provided to foster customer satisfaction and retention.
  • Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements.

Lead Teller

Gardaworld Oakland
02.2021 - 01.2022
  • Provide Productivity Reporting for management indicating adherence to quality and performance targets by employee and function.
  • Provide Research and Adjustments Support ensuring that customer information requests are fulfilled on a timely basis and in the proper format.
  • Provide Scheduling and other staffing support functions to management to ensure accurate and timely monitoring of staff hours, schedule management, projected financial impacts, etc. as it relates to use of permanent or temporary staff.
  • Provide administrative support including the management of Equipment Inventory and Maintenance Activities
  • Provide Specific Training for new Tellers and Other Staff that are recently on-boarded.

Doorman / Receptionist (on call)

945 Green Street
11.2020 - 02.2021

Doorman / Receptionist (on call)

La Mirada Apartments
09.2020 - 02.2021

Sales Consultant

Premier Nissan of Fremont
08.2019 - 09.2020

Area Sales Head

Globe Telecom Inc.
08.2016 - 05.2019
  • Managed a high-performing sales team, providing coaching and mentoring to drive individual growth and success.

Trade Marketing Manager

Globe Telecom Inc.
08.2013 - 07.2016

Mall Marketing Manager

Shopping Center Management Corp. SM City Iloilo
08.2006 - 07.2013

Marketing Officer

Shopping Center Management Corp. - SM City Iloilo
07.2004 - 08.2006

Education

Bachelor of Science in Business Administration, Major in Marketing -

University of the Philippines
Iloilo City, Western Visayas
03.1996

Skills

  • Failure Analysis
  • Disaster Recovery Planning
  • Requirements Gathering
  • Continuous Improvement
  • Resource Allocation
  • Product Life Cycle Management
  • Business Planning
  • Assessments
  • Employee Management
  • Management Coaching
  • Staff Management
  • Best Practices Implementation
  • Project Management
  • MS Office
  • Project Implementation
  • Issue Resolution

Timeline

Client Relationship Consultant 2

US Bank
05.2023 - Current

Digital Shopper (Part Time)

Walmart
02.2023 - Current

Branch Service and Sales Officer I

Union Bank
03.2022 - 05.2023

Lead Teller

Gardaworld Oakland
02.2021 - 01.2022

Doorman / Receptionist (on call)

945 Green Street
11.2020 - 02.2021

Doorman / Receptionist (on call)

La Mirada Apartments
09.2020 - 02.2021

Sales Consultant

Premier Nissan of Fremont
08.2019 - 09.2020

Area Sales Head

Globe Telecom Inc.
08.2016 - 05.2019

Trade Marketing Manager

Globe Telecom Inc.
08.2013 - 07.2016

Mall Marketing Manager

Shopping Center Management Corp. SM City Iloilo
08.2006 - 07.2013

Marketing Officer

Shopping Center Management Corp. - SM City Iloilo
07.2004 - 08.2006

Bachelor of Science in Business Administration, Major in Marketing -

University of the Philippines
Jeffrey Guitche