Jorge Daniel Escoto
Las Vegas,NV
Summary
Driven banking specialist with a proven track record of success in both sales and customer service. Well versed in retail banking and business banking with knowledge in home loans and investment banking.
Overview
6
6
years of professional experience
Work History
Relationship Manager & Lending Specialist
Bank Of America
Las Vegas, NV
12.2018 - Current
- Used effective sales strategies to uncover and recommend bank products and services to clients, resulting in increased revenue for the financial center.
- Established a book of business by building and maintaining relationships with new and existing clients while providing high level of expertise.
- Worked closely with financial partners to further assist clients with their financial priorities, this included investment, business, and mortgage partners.
- Communicated regularly with clients to understand needs, evaluate current product use and discover new products and services that would enhance the client relationship.
- Communicated regularly with clients to understand needs, evaluate current product use and discover new products and services that would
- Regularly worked with fellow associates to increase client inflow and revenue
- Specialized in consumer banking but was knowledgeable in business and lending as well.
Relationship Banker
Bank Of America
Las Vegas , NV
04.2016 - 12.2018
- Increased daily sales by [Number]% by upselling [Type] and [Type] banking products and financial services to customers.
- Uncovers clients' financial needs to develop effective banking strategies
- Assisted clients with consumer banking products and services.
- Coached fellow teammates in effective sales strategies and client relations
- Assisted the financial center with operational tasks
Education
College of Southern Nevada
Las Vegas, NVSkills
- Business relationship cultivation
- Customer portfolio management
- Lending Expert
- Fluent in Spanish
- Consumer/Business Banking
- Risk Management
Timeline
Relationship Manager & Lending Specialist
Bank Of America
12.2018 - Current
Relationship Banker
Bank Of America
04.2016 - 12.2018
College of Southern Nevada
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