Jeremy Cabrera
Finance
Worcester,MA
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
6
6
years of professional experience
2
2
Languages
Work History
Relationship Banker
Bank Of America
07.2022 - Current
- Analyze customers' financial information to deliver personalized account guidance.
- Cultivate strong customer relationships by providing tailored advice and services.
- Deliver Bank of America products to help clients save time and money.
Teller
Digital Federal Credit Union
10.2019 - 07.2022
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
Sales Representative
T-Mobile
10.2017 - 05.2018
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Negotiated contracts with clients and developed relationships with key personnel.
- Generated new leads through networking and attending industry events.
Skills
Financial Advising
Accomplishments
2023 Bank Of America Pinnacle Award winner
Timeline
Relationship Banker
Bank Of America
07.2022 - Current
Teller
Digital Federal Credit Union
10.2019 - 07.2022
Sales Representative
T-Mobile
10.2017 - 05.2018