Jeremiah Cedillo
El Paso,TX
Summary
Versatile Customer Support Manager highly effective at conflict resolution and persuasive communication. Knowledgeable about quality assurance and training to support and set up teams for success. Hardworking and reliable with excellent attention to detail to manage processes and timelines to accomplish tasks.
Overview
28
28
years of professional experience
Work History
401k Client Service Manager III
ADP
El Paso, TX
05.2023 - Current
- Ensured compliance with applicable laws and regulations related to services provided.
- Trained new employees on the use of customer relationship management software systems.
- Resolved customer issues quickly and effectively.
- Coordinated with other departments within the organization to ensure seamless delivery of services.
Financial Advisor
Securities America
El Paso, TX
03.2016 - 05.2022
- Helped clients devise personalized strategies covering areas such as insurance, savings, and investments
- Determined customers' needs by carefully reviewing current expenses and income, tax status, and both short- and long-term financial objectives
- Guided customers through important decisions such as pension planning and setting up trusts and living wills.
Financial Advisor
LPL Financial
El Paso, TX
05.2010 - 03.2016
- Helped clients devise personalized strategies covering areas such as insurance, savings, and investments
- Determined customers' needs by carefully reviewing current expenses and income, tax status, and both short- and long-term financial objectives.
Licensed Personal Banker
Chase Bank
El Paso, TX
10.2006 - 05.2010
- Converted warm prospects to committed customers using persuasive communication skills and detailed product information
- Determined and met customer needs based on thorough financial assessments
- Assisted Customer Service Reps with improving Sales Skills and Identifying Opportunities operations through hands-on training and guidance
- Worked effectively with diverse team to accomplish daily objectives and meet long-term goals.
Licensed Personal Banker 3
Wells Fargo Bank
El Paso, TX
05.2005 - 10.2006
- Converted warm prospects to committed customers using persuasive communication skills and detailed product information
- Determined and met customer needs based on thorough financial assessments
- Assisted Customer Service Reps with improving Sales Skills and Identifying Opportunities operations through hands-on training and guidance
- Worked effectively with diverse team to accomplish daily objectives and meet long-term goals.
Personal Banker
Wells Fargo Bank
El Paso, TX
01.2001 - 05.2005
- Converted warm prospects to committed customers using persuasive communication skills and detailed product information
- Determined and met customer needs based on thorough financial assessments
- Assisted Customer Service Reps with improving Sales Skills and Identifying Opportunities operations through hands-on training and guidance
- Worked effectively with diverse team to accomplish daily objectives and meet long-term goals.
Universal Teller
Wells Fargo Bank
El Paso, TX
01.1997 - 05.2001
- Kept accurate drawer counts with correct handling of cash transactions
- Retained and acquired customers by delivering exceptional service with a friendly approach
- Increased revenue by cross-selling customers on different bank products and services
- Boosted team success by training new employees on procedures and sales strategies.
Education
El Paso Community College
El Paso, TXUniversity of Texas at El Paso
El Paso, TXCoronado High School
El Paso, TXSkills
- Financial planning
- Portfolio management
- Product promotion
- Investment tracking
- Time management
- Client relations
- Account Updates
- Financial Acumen
- Customer Relations
Languages
- English
- Spanish
Licensesanddesignations
- Series 7 License
- Series 66 License
- Group 1 Insurance License
Timeline
401k Client Service Manager III
ADP
05.2023 - Current
Financial Advisor
Securities America
03.2016 - 05.2022
Financial Advisor
LPL Financial
05.2010 - 03.2016
Licensed Personal Banker
Chase Bank
10.2006 - 05.2010
Licensed Personal Banker 3
Wells Fargo Bank
05.2005 - 10.2006
Personal Banker
Wells Fargo Bank
01.2001 - 05.2005
Universal Teller
Wells Fargo Bank
01.1997 - 05.2001
El Paso Community College
University of Texas at El Paso
Coronado High School