Jorge Quintero
Regions Bank
TAMPA,FL
2
Languages
8
years of professional experience
Dedicated Relationship Banker with proven success in fostering client relationships and delivering tailored financial solutions. Expertise in customer service and sales drives satisfaction and loyalty.
Work History
Relationship Banker II
6 Months- Fostered customer relationships to understand financial needs and provide tailored banking solutions.
- Conducted financial assessments to recommend appropriate products and services for customers.
- Assisted clients with account management, ensuring seamless transactions and service delivery.
- Trained new staff on operational procedures and best practices in customer engagement.
Relationship Specialist II
1 Year 7 Months- Cultivated long-term relationships with clients to enhance customer loyalty and satisfaction.
- Analyzed client financial needs to provide tailored banking solutions and services.
- Led training sessions for junior bankers on relationship management best practices.
- Collaborated with cross-functional teams to develop comprehensive financial plans for high-net-worth clients.
Verification Specialist
3 Years 2 Months- Led initiatives to streamline documentation workflows, improving efficiency across verification teams.
- Evaluated verification processes to enhance accuracy and compliance with regulatory standards.
- Trained new team members on verification protocols and system usage for optimal performance.
- Collaborated with cross-functional teams to resolve discrepancies and ensure data integrity.
Sales Agent
2 Years 9 Months- Developed comprehensive knowledge of Humana's insurance products and services to effectively assist clients.
- Conducted needs assessments to identify suitable health solutions for diverse customer demographics.
- Managed client relationships, ensuring timely follow-ups and personalized service to enhance satisfaction.
- Collaborated with team members to refine sales strategies, improving overall conversion rates.
Education
Bachelor of Arts - Computer Engineering
- 3.7 GPA
Skills
Relationship management
Customer Service-oriented
Sales expertise
Account management
Financial planning
Financial analysis
Client onboarding
Problem-solving
Investment advising
Compliance checks
Multitasking
Team collaboration
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Relationship Banker II
Regions Bank
03.2026 - CurrentRead More
Relationship Specialist II
Grow Financial FCU
08.2024 - 03.2026Read More
Verification Specialist
Together Health
03.2021 - 05.2024Read More
Sales Agent
Humana
05.2018 - 02.2021Read More
University of South Florida
Bachelor of Arts from Computer Engineering
Read More