Jesus Tapia
Galt,CA
Summary
Dedicated Banker professional with a strong ability to identify opportunities and execute plans to support corporate growth objectives and initiatives. Savvy and skilled with more than 3 years of the banking industry. Proven track record of successfully acquiring business and deepening client relationships to ensure true financial success. 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. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
4
4
years of professional experience
Work History
Sr. Retail Relationship Banker
BMO Bank
03.2023 - Current
- Conducts customer appointments and engages in customer conversations following a prescribed sales process designed to effectively uncover customer needs and provide relevant customer solutions.
- Reviews customer needs to pro-actively recommend and sell products or services to the customer and responds to all customer service inquiries and concerns to provide solutions Cross-sells all of Santander products & services.
- Collaborated with other team members to deliver seamless banking experiences for customers.
- Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
- Conducted financial analysis for clients, guiding them towards appropriate products based on individual circumstances and objectives.
Relationship Banker
Bank Of The West
02.2022 - 03.2023
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Championed initiatives aimed at enhancing workplace culture, contributing to increased employee morale and retention rates.
- Continually boosted branch production by 30% by consistently meeting all monthly and quarterly sales goals.
Universal Banker
Bank Of The West
01.2021 - 10.2021
- Sold financial products and services (i.e. Credit Cards, CDs, Loans) to both consumer and small business customers.
- Built and deepened relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs.
- Partnered with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs.
- Won numerous market and sales awards: continuously exceed sales goals.
Gym Associate
Planet Fitness
01.2020 - 09.2021
- Provided personalized fitness advice and recommendations based on individual member needs, building rapport and trust among clients.
- Developed strong communication skills through frequent interaction with diverse populations of gym members, enhancing overall interpersonal effectiveness within professional contexts.
- Improved gym member satisfaction by providing exceptional customer service and promptly addressing any concerns.
- Established a positive gym culture by fostering connections among members through organizing social events and encouraging member interaction during group classes.
- Increased member retention by creating a welcoming and supportive environment for all gym visitors.
Teller
Bank Of The West
10.2020 - 01.2021
- Analyzed marketing information and translated it into strategic plans.
- Trained staff to deliver outstanding customer service.
- Prepared reports on daily transactions for management review, highlighting areas for improvement or notable accomplishments.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
Education
Bachelor of Science - Business Administration And Management
University of Phoenix, United States
05.2026
No Degree - Business Administration And Management
Consume River College
Sacramento, United States09.2019
High School Diploma -
Galt High School
Galt, United States05.2018
Skills
- Notary
- Professional Ethics
- Bank Sales
- Prospect Calling
- Customer Service
Accomplishments
- 2020-2023 overall Average rating 1- Outstanding Performance.
- 2022: Q1-138%, Q2-230%, Q3-326%, Q4-173%
- 2023: Q1-162%, Q2-1717%,
- Portfolio Engagement - 160%-330%
- Exceeded sales goals in 2020-2023.
- Recognized by peers and top management as the go to person for mentoring new hires and getting feedback on role expansion.
- Ranked among top performers at Bank of the West.
- Motivated team members and associates to engage in initiatives and execute training on day to day basis resulting in achieving and exceeding goals quarter after quarter.
Languages
English and Spanish
Skills
Administrative, Banking, Excellent communication, Customer service, Sales, Strategic plans, Time management, Problem Solving, Problem-Solving.
Timeline
Sr. Retail Relationship Banker
BMO Bank
03.2023 - Current
Relationship Banker
Bank Of The West
02.2022 - 03.2023
Universal Banker
Bank Of The West
01.2021 - 10.2021
Teller
Bank Of The West
10.2020 - 01.2021
Gym Associate
Planet Fitness
01.2020 - 09.2021
Bachelor of Science - Business Administration And Management
University of Phoenix, United States
No Degree - Business Administration And Management
Consume River College
High School Diploma -
Galt High School