Jorge Martinez
Senior Banker
Miami,FL
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
4
4
years of professional experience
Work History
Senior Banker
Bank Of America
05.2022 - Current
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Exceeded sales goals in revenue and balance growth on a consistent basis.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Relationship Banker
Bank Of America
05.2021 - 04.2022
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Responded to customer inquiries regarding new accounts and account services.
Customer Service Representative
Bank Of America
05.2020 - 05.2021
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Education
High School Diploma -
Hialeah Gardens Senior High School
Hialeah Gardens, FL06.2017
Skills
Data Entry
Lead Generation
Strong Work Ethic
Sales Consultation
Analytical Thinking
Customer Engagement
Product and Service Sales
Client Account Management
Financial Transactions Management
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Banker
Bank Of America
05.2022 - Current
Relationship Banker
Bank Of America
05.2021 - 04.2022
Customer Service Representative
Bank Of America
05.2020 - 05.2021
High School Diploma -
Hialeah Gardens Senior High School