Jerry Diaz
Sleepy Hollow,NY
Summary
A self-motivated, extremely organized, and skilled professional who demonstrates an exceptional work ethic. Strong personal management skills and the ability to quickly master new skills. Bilingual in English and Spanish with expert communication skills. Dedicated to using prior experiences to contribute to company goals and needs. Proactive and punctual with a team-oriented mentality. Adept at working effectively unsupervised and eager to take on higher responsibilities.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
Briarcliff Manor, NY
04.2019 - Current
- Identify the financial needs of clients and present appropriate product and service options.
- Resolve discrepancies concerning client's accounts, improving client satisfaction.
- Educate clients on options for managing financial transactions by leveraging technology, tools, and resources.
- Collaborate with mortgage and wealth management partners to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
Data Entry
Sleepy Hollow Cemetery
Sleepy Hollow, NY
05.2012 - 11.2019
- Planned and developed data entry documentation and instructions to optimize data delivery.
Sales Associate
Audi Hawthorne
Hawthorne, NY
10.2018 - 05.2019
- Demonstrated exceptional communication and negotiation skills, fostered strong client relationships and consistently closed deals.
Certified Technician
Valvoline Instant Oil
Ossining, NY
10.2014 - 05.2017
- Dealt with numerous customers daily regarding customer complaints, troubleshooting issues, and purchase recommendations.
Education
Bachelor of Science - Business Administration/Management
Mercy University
Dobbs Ferry, NY05.2021
Skills
- Leadership
- Active listening
- Problem-solving
- Negotiation
- Decision making
- De-escalation
- Proficient in Microsoft Office
- Empathetic
Certification
- FINRA SIE Securities Industry Essentials
- FINRA Series 6 Investment Co. & Variable Contracts Products
Timeline
Relationship Banker
JPMorgan Chase
04.2019 - Current
Sales Associate
Audi Hawthorne
10.2018 - 05.2019
Certified Technician
Valvoline Instant Oil
10.2014 - 05.2017
Data Entry
Sleepy Hollow Cemetery
05.2012 - 11.2019
Bachelor of Science - Business Administration/Management
Mercy University