Jeffrey Ramirez
Burbank,CA
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments. Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Associate Advisor
Garcia Wealth Management
Sherman Oaks, CA
07.2023 - Current
- Monitored operations and reviewed records and metrics to understand company performance.
- Conducted periodic reviews of client accounts to ensure they remain aligned with their goals and objectives.
- Created detailed reports on client portfolios and provided recommendations on potential investments.
- Managed daily operations of the office including scheduling appointments, responding to emails, filing documents.
- Conducted research into the markets, trends, and regulations to ensure compliance with industry standards.
- Reviewed client accounts for accuracy prior to submitting them for processing.
- Conducted customer needs analysis to deliver relevant products or services.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Performed administrative tasks such as preparing contracts or completing paperwork associated with opening new accounts.
- Actively sought out new business by networking with other professionals in the field as well as attending community events.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Provided customer service to clients, including answering questions and resolving complaints.
Internal Solutions Consultant
AT&T Mobility
Sherman Oaks, CA
01.2020 - 06.2023
- Set up appointments for additional support.
- Collaborated with internal teams such as sales, marketing, engineering, finance.
- Made targeted product and service recommendations based on customer needs.
- Provided pre-sales technical support and product demonstrations.
- Resolved customer account and billing problems.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Offered advice on how to use the product effectively for maximum benefit.
- Adhered to all company policies, procedures and regulations regarding telephone etiquette.
- Developed relationships with customers in order to increase sales opportunities.
- Generated leads through cold calling techniques.
- Assisted customers with payment processing, including credit card payments and other forms of payment.
- Adhered to company policies and procedures while handling customer inquiries.
- Resolved customer complaints in a professional manner while maintaining high levels of customer service.
- Cross-sold additional products and services to purchasing customers.
- Conducted market research to identify new sales opportunities.
- Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
- Conducted follow-up calls with existing clients to cross-sell new products.
Personal Banker
Wells Fargo
North Hollywood, CA
01.2011 - 12.2019
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Collaborated with team members to meet branch targets and objectives.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Maintained customer data confidentiality while inputting information into system.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Cross-sold banking products such as credit cards, loans and investments.
- Used product knowledge and abilities to execute consumer loans and other services.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Provided customer service to clients, including answering questions and resolving issues.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Executed wire transfers of funds in compliance with banking best practices.
- Monitored changes in laws related to banking policies and procedures.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Maintained and built strong client relationships through quality, personalized interactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Analyzed financial documents provided by customers to determine their needs.
Crew Member
Trader Joes
Toluca Lake, CA
08.2007 - 01.2011
- Drove team success by quickly completing assigned tasks.
- Maintained organized storage areas for food products & beverage supplies
- Assisted management team with inventory counts of food products and beverage supplies.
- Informed customers about daily specials in an engaging manner.
- Greeted customers upon arrival, provided menus and answered questions regarding menu items.
- Organized and restocked supplies to support operations and team productivity.
- Completed opening and closing tasks such as setting up workstations, cleaning surfaces and restocking supplies.
- Processed cash and credit card payments, promptly returning receipts, coin, bills and payment cards to customers.
- Warmly greeted visitors to promote great customer service and positive ordering experience.
- Kept up-to-date knowledge of store policies regarding payments, returns and exchanges.
- Maintained high standards of customer service during high-volume work shifts and fast-paced operations.
- Adhered to health department regulations regarding food handling procedures.
- Stocked shelves and cases with new or transferred items.
Education
Some College (No Degree) - Business Administration And Management
CSUN
NorthridgeSkills
- Financial analysis
- Regulatory compliance
- Client needs analysis
- Customer service
- Market research
- Sales coordination
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- CPR Certified
Timeline
Associate Advisor
Garcia Wealth Management
07.2023 - Current
Internal Solutions Consultant
AT&T Mobility
01.2020 - 06.2023
Personal Banker
Wells Fargo
01.2011 - 12.2019
Crew Member
Trader Joes
08.2007 - 01.2011
Some College (No Degree) - Business Administration And Management
CSUN
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