Summary
Overview
Work History
Education
Skills
Skills Trainings
Timeline
Generic

Jesus Barrera

Sacramento,CA

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

4
4
years of professional experience

Work History

Associate Banker

BMO Bank
07.2023 - Current
  • I must show outstanding knowledge in a wide range of financial operations
  • Consistently deliver excellent customer service, create trusting connections with the people I work with, and handle transactions and inquiries quickly
  • I have to execute financial transactions with extreme care, follow compliance guidelines, and maintain accurate records
  • In addition, I actively participate in team projects meant to increase customer happiness and operational effectiveness
  • My experience at BMO has improved not only my financial knowledge but also my ability to communicate with others and solve problems in a dynamic, fast-paced banking environment.

Color Specialist

Sherwin Williams
08.2022 - 06.2023
  • Greet customers and ascertain what each customer wants or needs
  • Maintaining knowledge of current sales and promotions, policies regarding payments and exchanges and security practices
  • Places special orders or call other stores to find desires items
  • Open and close cash registers while handling up to five figure cash payments and transactions
  • Preparing merchandise for purchases
  • Keeping up with accurate inventory and new stock
  • Aided in increasing our Q3 &Q4 sales by 17%.

FYE Peer Mentor

Academic Advising Center, Sacramento State
06.2022 - 12.2022
  • Assist in supporting an assigned caseload of 30 students with aiding them with anything they need during their first semester in college
  • Assist with FYE classroom support
  • Follow office standards and confidentiality rules and policies
  • Meet with students and become their GE advisor
  • Be knowledgeable of all GE requirements.

Market Team Member

Target
05.2021 - 06.2022
  • Attended to customer concerns and efficiently solved customer service situations, maintained an accurately balanced cash drawer, greeted customers Unloading and stocking, also helped on sales floor and customer service
  • Fast paced assignments
  • Increased sales at the store last year by over 10%

Peer Mentor

RISE Program
07.2019 - 07.2021
  • Work and assist with supporting 250 program scholars in English and Spanish regarding academic, career, personal development, and the navigation of e-advising tools to increase transfer and/or degree/certificate completion
  • Provide virtual case management services and direct referrals to Financial Aid, and other campus and community support services
  • Utilize different databases to organize and track programmatic data and student progress toward stated academic and/or personal goals as well as contact requirement completion
  • Plan and facilitate academic and culturally informed workshops
  • Designed visual graphic flyers and managed our social media accounts such as Instagram and Youtube.

Education

BS Business Administration (Finance) -

CSU Sacramento

AS Business Administration, Social and Behavioral Science & Automotive Analysis -

Sierra College

Skills

  • Employee Training Assistance
  • Prospect Calling
  • Financial Institution Regulations
  • Cross-Selling and Partner Referrals
  • Regulatory Compliance
  • Bank Sales
  • Customer Service
  • Consumer Banking
  • Products and Services Knowledge
  • Team Collaboration
  • Goal Planning

Skills Trainings

Bilingual and biliterate in English and Spanish, Microsoft Office Suite, Canvas Instructure, Confer Zoom, Google Suite, Applied Suicide Intervention Skills Training (ASIST), Advanced Academic Advising and Group Facilitation Course, UndocuAlly Trainings, SMART Goals Training, Equity Trainings, Mandated Reporter, FERPA, Tribal Land Acknowledgment, Confidentiality Retention Training, Self Care/ Mental Health Training

Timeline

Associate Banker

BMO Bank
07.2023 - Current

Color Specialist

Sherwin Williams
08.2022 - 06.2023

FYE Peer Mentor

Academic Advising Center, Sacramento State
06.2022 - 12.2022

Market Team Member

Target
05.2021 - 06.2022

Peer Mentor

RISE Program
07.2019 - 07.2021

BS Business Administration (Finance) -

CSU Sacramento

AS Business Administration, Social and Behavioral Science & Automotive Analysis -

Sierra College

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Jesus Barrera