Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jonathan Pereira

St. Augustine,United States

Summary

Detail-oriented analytical professional with strong technical expertise and critical thinking abilities, adept at navigating data-driven environments. Recognized for consistently exceeding expectations by effectively tackling challenges with a proactive approach. Proven ability to collaborate seamlessly within teams or work independently to achieve organizational goals.

Overview

12
12
years of professional experience

Work History

HIGH NET WORTH SUPPORT LIASON

Citibank
Jacksonville, United States
10.2023 - Current
  • Currently achieving a 98.75% compliance and client experience score
  • Sales/Support specialist catering to only high net worth accounts, 500k+
  • Resolves complex financial escalations using quick thinking and adept financial background
  • Transacts and completes a multitude of finance sales processes daily i.e
  • Renewal of CD's, expediting wires, account to account transfers, back office service ticket creation and resolution

SENIOR LEVEL RELATIONSHIP MANAGER

Bank of America
Jacksonville, United States
01.2022 - 10.2023
  • Promoted 3 times during Bank of America Tenure
  • Managed and grew financial book of business consisting of only clients currently maintaining balance with bank of 1,000,000+
  • Strategically built relationships in person and over the phone to provide white glove experience and organic growth within self created client portfolio
  • Single point of contact for entire breath of bank offerings for high net worth existing and potential clientele

SENIOR PORTFOLIO MANAGER

Select Quote
Jacksonville, United States
01.2017 - 07.2021
  • 2-15 Licensed senior level insurance sales specialist
  • Provided sales expertise solely to high net worth or C level executives in the SelectQuote pipeline
  • Excelled writing in excess of 2,000,000 in various insurance products monthly
  • Achieved presidents club and agent of the month status on numerous occasions companywide
  • Demonstrated Inbound and outbound high level communications that surpassed monthly and annual pre determined sales quotas

SENIOR SALES REP GOVERNMENT & EDUCATION

Konica Minolta
Jacksonville, United States
01.2013 - 01.2017
  • Specialized in government and education verticals and leveraged that knowledge to provide sales solutions to hundreds of clients/prospects
  • Achieved top 1% company ranking in 2015 and 2016, earning national awards
  • Originated a nationally recognized client base from scratch, cultivating relationships and providing expertise and care
  • Facilitated high level meetings involving top rung executives to influence company wide decisions
  • Circle of excellence winner for generating 2.5 million in sales and rewarded to cruise throughout Europe

Education

BUSINESS ADMINISTRATION -

Western Connecticut State University
Danbury, Connecticut
06.2005

Skills

  • Expertise in Microsoft Applications
  • Salesforce Proficiency
  • Customer Relationship Management
  • Experience with VoIP Technologies
  • Understanding Sales Cycles
  • Streamlined Workflow Management
  • Executive-Level Communication
  • Comfortable Using Technology

Accomplishments

  • Konica Minolta Circle of Excellence and Presidents' Cabinet.
  • SelectQuote, five-time winner of Agent of the Month.
  • Top 48 in the World at Online Poker in 2011.
  • Securities Industry Essentials Certification for FINRA.
  • 2-15 Life, Health, and Variable Annuities previous license holder.

Timeline

HIGH NET WORTH SUPPORT LIASON

Citibank
10.2023 - Current

SENIOR LEVEL RELATIONSHIP MANAGER

Bank of America
01.2022 - 10.2023

SENIOR PORTFOLIO MANAGER

Select Quote
01.2017 - 07.2021

SENIOR SALES REP GOVERNMENT & EDUCATION

Konica Minolta
01.2013 - 01.2017

BUSINESS ADMINISTRATION -

Western Connecticut State University

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Jonathan Pereira