JENNY FRANCO
The Colony,TX
Summary
Analytical, organized and detail-oriented Account Representative with excellent customer service expertise and experience in the banking and insurance industry. Collaborative team player with ownership mentality and a track record of delivering the highest quality strategic solutions to resolve challenges to propel business growth.
Overview
9
9
years of professional experience
Work History
PERSONAL BANKER
WELLS FARGO BANK
06.2016 - 06.2022
- Provide professional account services for individuals and business clients
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
SALES REPRESENTATIVE
ALLSTATE INSURANCE
12.2015 - 06.2016
- Generated sales to existing and prospective clients, prepared quotes, executed presentations, closed sales meeting deadlines, set goals, and met expectations, prepared weekly tasks, appointment setting, excellent customer service, daily customer communications via phone, texting, e-mail, social media, scheduled marketing campaigns for business development.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
CUSTOMER SERVICE REPRESENTATIVE
FRED LOYA INSURANCE
11.2013 - 12.2015
- Assisted fast-paced agency with walk-in prospective or existing clients, provided sales quotes and call backs, offered excellent customer service based on client needs and services.
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Education
Accounting, Economics, Business Management, Marketing - BUSINESS MANAGEMENT
RICHLAND COLLEGE
DALLAS, TEXASSkills
- Notary Public, State of Texas
- Microsoft Suite
- 10-key by touch
Languages
Spanish
Native or Bilingual
Timeline
PERSONAL BANKER
WELLS FARGO BANK
06.2016 - 06.2022
SALES REPRESENTATIVE
ALLSTATE INSURANCE
12.2015 - 06.2016
CUSTOMER SERVICE REPRESENTATIVE
FRED LOYA INSURANCE
11.2013 - 12.2015
Accounting, Economics, Business Management, Marketing - BUSINESS MANAGEMENT
RICHLAND COLLEGE
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Frederick TulayFrederick Tulay
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)
Arian SaberniaArian Sabernia
Home Mortgage Sales Consultant at Wells Fargo Bank, N.A.Home Mortgage Sales Consultant at Wells Fargo Bank, N.A.
Ryan HavensRyan Havens
Manager | Trainer (Concurrent) at Chick-fil-AManager | Trainer (Concurrent) at Chick-fil-A