Becoming a CFP
Jesus Manuel Jurado
Personal Banker
Beloit,WI
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with banks security requirements and sales targets. Assist customers in setting up new services, moving funds and meeting any bank needs. Excellent communication skills combined with open and upbeat nature. Future endeavor include CFP and CFA Licenses.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Banker
Associated Bank
10.2023 - Current
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
Personal Banker
First National Bank And Trust
08.2020 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Crew Trainer
McDonald's
09.2017 - 08.2020
- Maintained current knowledge of all team position requirements.
- Mentored junior employees to improve performance, food safety, and customer service.
- Greeted customers with smile and provided friendly service to professionally handle every need.
- Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong team performance.
Inventory Associate
Walmart
05.2018 - 05.2019
- Managed inventory storage in clean and organized fashion.
- Completed physical inventory counts each month.
- Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
- Performed data entry and completed proper paperwork.
Education
Bachelor of Science - Finance
UWW Whitewater
09.2021 - Current
Skills
Loans
Financial product knowledge
Sales expertise
Client relationship management
Teller auditing
Branch management
Bank Sales
Customer Service
Relationship Management
Account openings
Self-motivated nature
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Grew new account 6% in only one quarter.
- #1 in a competition called Leap into Cash with 25 or more new checking accounts within the whole community market at Associated Bank
- received over 7th above and beyond notable achievements within my seven months of employment at Associated Bank
Affiliations
- Church Volunteered
- Beloit rising professionals
- Hendricks Careertek
Additional Information
- Bilingual- Spanish
- Trustworthy
- GAAP Accounting Principles
- Wealth management product knowledge
Certification
Teller Certfited
Interests
Timeline
Banker
Associated Bank
10.2023 - Current
Bachelor of Science - Finance
UWW Whitewater
09.2021 - Current
Licensed Personal Banker Certified
01-2021
Personal Banker
First National Bank And Trust
08.2020 - Current
Teller Certfited
01-2020
Licensed Microsoft Excel
01-2020
Inventory Associate
Walmart
05.2018 - 05.2019
Crew Trainer
McDonald's
09.2017 - 08.2020