JONATHAN SERNA

• Coordinated time-critical transportation solutions, ensuring timely deliveries for commercial clients and freight forwarders.
• Built relationships with repeat customers through responsive communication and dependable service delivery.
• Assisted clients with pricing, documentation, logistics planning, and shipment tracking to streamline their shipping processes.

• Generate sales opportunities by identifying high-volume shipping clients and referring qualified prospects to the sales team.
• Identified high-volume shipping clients and generated sales opportunities by referring qualified prospects to sales team.
• Maintained relationships with business customers, enhancing account retention and creating revenue opportunities.
• Educated customers on service options and pricing structures, ensuring clear understanding of account benefits.
• Coordinated delivery schedules to optimize time management and resource allocation.
• Ensured accurate tracking of shipments using DHL's logistics software systems.
• Provided exceptional customer service, resolving inquiries and enhancing client satisfaction.

• Conducted consultative sales conversations to uncover customer financial needs and recommend tailored banking solutions.
• Generated revenue through strategic referrals and sales of deposit, lending, and credit products, enhancing customer financial well-being.
• Utilized CRM and banking platforms to effectively track customer interactions and identify growth opportunities.

• Managed a portfolio of consumer banking clients and generated revenue through cross-selling financial products.
• Managed a portfolio of consumer banking clients, increasing revenue through strategic cross-selling of financial products.
• Assisted a customer in recovering over $2 million in misdirected cashier's check funds, ensuring client satisfaction and trust.
• Helped clients recover funds tied to secured credit card accounts, enhancing customer relationships and financial stability.
• Cultivated strong customer relationships to enhance client satisfaction and retention.
• Advised clients on banking products, services, and financial strategies tailored to individual needs.
• Processed account openings, loans, and transactions while ensuring compliance with regulatory requirements.
• Conducted financial assessments to identify opportunities for product cross-selling and upselling.
• Trained and mentored junior bankers in product knowledge and customer service best practices.

Expected 2026