Jonathan Labra
Anaheim,CA
Summary
Financial professional with 6 years of experience delivering consultative financial advice, identifying customer needs, and recommending tailored products and services to drive revenue growth and long‑term client relationships. Proven ability to analyze complex financial portfolios, develop strategic customer solutions, and mitigate risk in fast‑paced, high‑volume environments. Strong leader and collaborator with experience coaching teams, influencing across a matrix organization, and building effective partnerships at all levels. Recognized for providing exceptional customer experiences through clear communication, sound financial guidance, and disciplined prioritization to achieve timely results.
Overview
8
8
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
09.2022 - Current
- Drive sales performance by building strong customer relationships, conducting proactive outreach and sales calls, and identifying cross‑sell and referral opportunities.
- Partner with management to develop and execute customer retention, growth, and outreach strategies that expand wallet share and strengthen long‑term relationships.
- Support a team of product specialists by setting clear expectations, reinforcing sales behaviors, and fostering a collaborative, performance‑driven culture.
- Coordinate closely with branch and front‑office staff to align sales efforts, communicate goals and results, and ensure consistent execution of branch initiatives.
- Set the standard for customer engagement by directly assisting clients, demonstrating effective sales conversations, and delivering high‑quality service.
Bartender, Servers
Kalaveras
11.2024 - Current
- Delivered excellent customer service by ensuring each customer was assisted promptly, professionally, and with attention to detail.
- Resolved customer complaints and issues through effective problem‑solving and clear communication.
- Contributed as a dependable team member to support company goals, daily operations, and service standards.
- Provided fast, friendly, and accurate service to enhance the overall customer experience.
- Maintained compliance by obtaining and adhering to Alcohol Beverage Control Responsible Beverage Service Training certification while working a 25‑hour workweek.
BarBack Lead
Hopscotch
06.2020 - 01.2024
- Prepared the bar for daily operations by stocking liquor, supplies, and ensuring bartenders were fully equipped for service.
- Monitored bar and floor stations, restocking napkins, coasters, straws, and other essential items throughout shifts.
- Assisted bartenders by replacing kegs, retrieving bottles from the walk‑in cooler, and providing needed support during service.
- Maintained cleanliness by washing and restocking glassware and tools, cleaning spills, clearing used glasses, and wiping tables for new customers.
- Supported smooth operations by removing trash, attending to customer areas, and working an average of 15 hours per week.
Lead Teller
Wells Fargo Bank
03.2018 - 09.2022
- Serve as a key member of the branch management team by delivering an exceptional customer and employee experience, supporting growth objectives, and managing operational risk.
- Lead, coach, and develop a team of tellers to achieve performance goals by providing ongoing feedback, motivation, and guidance using performance management tools.
- Oversee day‑to‑day teller line operations by managing schedules, supporting tellers during peak periods, and ensuring consistent service standards.
- Support customer engagement by assisting directly at the teller line, resolving customer concerns per established protocols, and educating customers on banking solutions and digital options.
- Maintain compliance and risk controls by adhering to regulations, policies, and procedures while identifying, escalating, and addressing issues as needed during a 40‑hour workweek.
Dining Room Assistant/barback
Anaheim Marriott
03.2018 - 05.2020
- Maintained a clean and welcoming dining room by clearing tables, removing dirty dishes, and replenishing silverware and glassware as needed.
- Assisted servers by refilling beverages, delivering food from the kitchen to tables promptly, and supporting smooth table service.
- Ensured guests had everything they needed to enjoy their meals by providing attentive, timely support throughout service.
- Restocked side stations with silverware, glassware, and supplies, and supported bartenders by ensuring adequate ice and bar tools.
- Supported efficient restaurant operations while working an average of 20–30 hours per week.
Education
High School Diploma -
Loara High School
AnaheimSkills
- Customer Relationship Management
- Sales and Crossed-Selling
- Risk Management and Compliance
- Team Leadership
- Operational Excellence
LANGUAGES
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Bartender, Servers
Kalaveras
11.2024 - Current
Client Relationship Consultant
U.S. Bank
09.2022 - Current
BarBack Lead
Hopscotch
06.2020 - 01.2024
Lead Teller
Wells Fargo Bank
03.2018 - 09.2022
Dining Room Assistant/barback
Anaheim Marriott
03.2018 - 05.2020
High School Diploma -
Loara High School