Summary
Overview
Work History
Education
Skills
Timeline
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Jenessa Ramirez

Oxnard,CA

Summary

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Knowledgeable Relationship Banker at Bank of America with solid background in managing client relationships and providing tailored financial solutions. Demonstrated ability to enhance customer satisfaction and foster long-term partnerships. Proven expertise in cross-selling banking products and resolving customer issues professionally. Having the ability to quickly adapt and acquire new knowledge or skills even when facing stressful or demanding circumstances.



In my current role as a Relationship Banker, I've successfully built strong relationships with clients by understanding their financial goals and providing customized solutions. Moving forward, I aim to expand my knowledge of products and take on more complex client portfolios, while also actively mentoring newer team members to contribute to the overall success of the branch. I believe my dedication to client service and commitment to continuous learning will enable me to significantly grow within this role and further enhance my value to the bank.

Overview

5
5
years of professional experience

Work History

Relationship Banker

Bank of America
08.2022 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.

Optometric Technician

Ventura Optometric Vision Care
06.2020 - 08.2022
  • Operated and maintained lensometers, refraction units, auto-refractors, and visual field analyzers for patient testing.
  • Input patient information and exam findings into electronic medical records system to facilitate accurate record-keeping.
  • Assisted with insurance questions, eligibility, and prior authorizations of medications and glasses.
  • Improved patient care by conducting comprehensive visual pre-testing procedures.
  • Instructed patients on contact lens insertion and removal and lens care guidelines.

Education

High School Diploma -

Oxnard High School
Oxnard, CA
06-2009

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Cross-selling products
  • Cash flow management
  • Teamwork and collaboration
  • Reliability
  • Banking
  • Multitasking Abilities
  • Critical thinking
  • Customer service
  • Financial services
  • Financial planning
  • Business development
  • Resourcefulness
  • Customer financing
  • Decision-making
  • Active listening
  • Continuous improvement
  • Inbound and outbound calls

Timeline

Relationship Banker

Bank of America
08.2022 - Current

Optometric Technician

Ventura Optometric Vision Care
06.2020 - 08.2022

High School Diploma -

Oxnard High School
Jenessa Ramirez