Jonathan Hernandez
Sarasota
Summary
Dynamic banking professional with a proven track record at Wells Fargo, excelling in upselling and customer service. Skilled in financial strategy management, I successfully expanded client portfolios and achieved sales goals. Adept at fostering relationships and resolving issues, I drive revenue growth while ensuring exceptional client satisfaction.
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo
06.2024 - Current
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Assisted customers with setting up or closing accounts, completing credit/loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
Customer Service and Sales Manager
American Express
09.2019 - 04.2024
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Attended industry events and conventions to expain sales opportunities.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
Customer Service Lead
Chime
08.2017 - 06.2019
- Greeted customers and listened closely to problems described to determine solutions.
- Stepped up to assist customer service manager with complaints and issues during times of department short staffing.
- Resolved customer service issues using company processes and policies and provided updates to customers.
- Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
- Cross-trained and backed up other customer service managers.
Education
Arquitecture
Colegio De Bachilleres
Mexico City, Mexico05-2017
Skills
- Upselling
- Banking
- Loans
- Member support
- Customer service
- Credit card knowledge
- Increased revenue
- Sales expertise
- Fraud prevention
- Financial strategy management
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo
06.2024 - Current
Customer Service and Sales Manager
American Express
09.2019 - 04.2024
Customer Service Lead
Chime
08.2017 - 06.2019
Arquitecture
Colegio De Bachilleres
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