Jorge Gutierrez
Hollister,CA
Summary
Results-driven professional with a successful track record in sales, customer service, and team management. Bilingual in English and Spanish. Proven expertise in exceeding sales targets, demonstrating exceptional product knowledge, and providing tailored solutions to meet customer needs. Skilled in conducting product demonstrations, building strong customer relationships, and utilizing CRM systems to drive sales efficiency. Adept at collaborating with cross-functional teams and presenting financial data to optimize operations. Seeking to leverage strong sales and customer service background to transition into the financial sector.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
12.2023 - Current
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
- Educated clients about various banking products available at the institution.
- Advised customers on bank products, services and financial planning options.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Mobile Expert
T-Mobile
04.2020 - 09.2023
- Three-time T-Mobile Winner Circle Award recipient, acknowledged for exceptional sales achievements, showcasing a proven track record of surpassing targets and delivering exceptional customer service
- Exceed sales targets by effectively promoting and selling T-Mobile products and services to customers
- Demonstrate excellent product knowledge and expertise in mobile devices, plans, and features, providing tailored solutions to meet customer needs
- Proactively approach customers to initiate conversations, identify their needs, and recommend appropriate products and services
- Conduct product demonstrations and explain the benefits and features of various devices and plans, driving customer interest and sales
- Utilize CRM systems and sales tools to track customer interactions, manage leads, and prioritize follow-ups, ensuring a high level of organization and efficiency.
Assistant Store Manager
Sprint
08.2017 - 04.2020
- Two-time Sprintacular Award winner, recognized for consistently ranking in the top 10% of the company, demonstrating exceptional performance and achieving outstanding results
- Assisted in managing day-to-day operations, ensuring smooth store functioning and excellent customer service
- Trained and coached the sales team, resulting in improved sales and customer satisfaction
- Presented financial data and performance metrics to district leadership, providing insightful analysis and recommendations to drive informed decision-making and optimize store operations
- Collaborated with the Store Manager to implement effective sales strategies and marketing campaigns
- Resolved customer issues and complaints, ensuring high levels of customer satisfaction and retention
- Analyzed sales data and reporting to identify trends and develop strategies to increase sales
- Assisted in recruiting, training, and developing a motivated sales team.
Sales Representative
Toyota
06.2015 - 07.2016
- Met and exceeded sales targets by effectively promoting and selling Toyota vehicles to customers
- Assisted customers in selecting the right vehicle based on their needs, preferences, and budget, while offering guidance on financing options and lease agreements
- Collaborated with the finance department to assist customers with backend paperwork related to insurance and warranties, ensuring compliance with legal and company requirements
- Provided excellent customer service throughout the sales process, building rapport, and addressing customer inquiries, concerns, and requests promptly and professionally.
Education
Bachelor of Arts -
Capella University
Minneapolis, MN09-2027
Skills
- Sales & Customer Service
- Bilingual - Spanish
- Coaching & Training
- Strong Collaboration
- Negotiation
- Banking
- Account Closings
- Financial Advising
Certification
- Series 6
- Securities Industry Essentials
- Life Insurance
Timeline
Relationship Banker
Wells Fargo
12.2023 - Current
Mobile Expert
T-Mobile
04.2020 - 09.2023
Assistant Store Manager
Sprint
08.2017 - 04.2020
Sales Representative
Toyota
06.2015 - 07.2016
Bachelor of Arts -
Capella University