JORGE MARTINEZ
Iselin,NJ
Summary
Highly motivated individual with previous experience in distinguished positions of responsibility seeking to advance a career within the financial sector. Bringing over five years of proven excellence in delivering personalized service to high-net-worth clients, addressing complex financial needs with precision, and exceptional care. Eager to contribute exceptional dedication and expertise to a leading institution while remaining committed to continuous learning and professional development.
Overview
8
8
years of professional experience
Work History
Teller (Part Time)
WELLS FARGO
North Brunswick, NJ
08.2024 - Current
- Processed teller transactions accurately and efficiently while promoting digital banking solutions and facilitating referrals to specialized banking professionals
- Executed operational tasks in compliance with risk management protocols and established banking policies, ensuring accuracy and regulatory adherence
- Utilized in-depth knowledge of banking products, services, and procedures to perform transactional, operational, and client-support activities
- Collaborated with management, exercising sound judgment within policy frameworks and escalating complex issues to senior professionals when necessary
- Delivered exceptional customer service by addressing financial needs, completing transactions, and fostering long-term client relationships
- Identified and matched client financial goals with appropriate banking solutions, enhancing client satisfaction and retention
- Maintained a customer-focused approach, demonstrating care and professionalism in all client interactions
Account Manager
PREMIUM MERCHANT FUNDING
New York, NY
08.2022 - 09.2024
- Financial Product Expertise: Proficient in a wide range of financial products, including MCAs, SBA loans, Factoring, Equipment Financing, and Credit Card Processing solutions
- Client Consultation: Conducted thorough client consultations to assess financial needs and recommend suitable products based on individual business requirements
- Negotiation and Deal Closure: Successfully negotiated and closed deals with financial institutions, ensuring favorable terms and timely document processing for clients
- Relationship Management: Built and maintained strong client relationships, providing ongoing support and exploring additional funding opportunities
- Compliance and Documentation: Ensured strict adherence to legal and regulatory requirements while maintaining meticulous records of all financial transactions
Car Sales Representative
MILLER BUICK GMC
Woodbridge, NJ
06.2022 - 08.2022
- Greeted and actively listened to customers to uncover purchasing needs and provide recommendations based on automotive requirements
- Demonstrate car functions to customers, describing options, and accompany customers on test drives
- Develop call strategy for existing customer base to ensure customer satisfaction post purchase
Car Sales Representative
G.S.M AUTO SALES
Linden, NJ
01.2022 - 05.2022
- Cultivate relationships with new customers to provide insight into products, features, and options
- Used consultative sales process to match customers with vehicles suiting their needs
- Strategically negotiate with customers to close on deals and increase sales; personally work deals, interest rates, and calculate financial requirements prior to obtaining approval from affiliated banks as well as private equity funds
- Strong knowledge of car inventory including all makes and models as well as warranty options
- Followed up and responded to online leads and customer questions on vehicle availability, price, and options; inquiries included company website, and other social media platforms
Assistant Manager
TRUMP NATIONAL GOLF CLUB
Bedminster, NJ
10.2016 - 12.2019
- Delegated according to daily demands of the club as per members scheduled to visit
- Ensured maintenance throughout property and on golf carts and clubs
- Coordinated with secret service in the event of high-profile visitors
- Hiring, training, and assigning mentors to new employees
- Do inventory in multiple wings of club, ensured stock was always available
Education
Associates - Business
UNION COUNTY COLLEGE
Cranford, NJ12-2021
Skills
- Relationship building and management
- Adaptability
- Negotiation
- Leadership
- Financial Product Expertise
- Team Collaboration
- Client Education
- Customer Retention
- Timely Responsiveness
- Cross-selling products
- Business Development
- Sales Expertise
- Financial advising
- Community relations
- Creative thinking
Accomplishments
- New Jersey Legislature – Recognized as a Community Leader, 2024
- Union County Board of County Commissioners – Recognized as a Community Leader, 2024
- National Assembly of the Republic of Ecuador – Recognized as a Young Community Leader, 2024
Languages
Spanish
Native/ Bilingual
Portuguese
Limited
Timeline
Teller (Part Time)
WELLS FARGO
08.2024 - Current
Account Manager
PREMIUM MERCHANT FUNDING
08.2022 - 09.2024
Car Sales Representative
MILLER BUICK GMC
06.2022 - 08.2022
Car Sales Representative
G.S.M AUTO SALES
01.2022 - 05.2022
Assistant Manager
TRUMP NATIONAL GOLF CLUB
10.2016 - 12.2019
Associates - Business
UNION COUNTY COLLEGE