Jorge J Torres Guzman
Bloomfield,NJ
Summary
Dynamic financial professional with a proven track record in developing personalized strategies that align with short- and long-term financial objectives. Expertise in wealth building and financial stability through diversified investment approaches, complemented by a strong ability to acquire and retain clients, ensuring sustained business growth. Committed to delivering exceptional customer service, fostering professional relationships, and utilizing keen analytical skills to identify client needs and provide tailored solutions. Passionate about empowering clients to achieve financial goals through informed discussions and sound advice.
Overview
2
2
Languages
1
1
Certification
11
11
years of professional experience
Work History
Private Client Banker - Small Business Specialist
JPMorgan Chase & Co
07.2023 - Current
- Established substantial rapport with high-net-worth clients to comprehend and satisfy financial objectives.
- Crafted personalized financial plans designed to meet unique client goals and objectives.
- Reviewed client portfolios to detect opportunities for investment growth and strengthen risk management.
- Facilitated cross-functional teams in achieving superior service through efficient processes and cooperative efforts.
- Advised junior bankers, boosting team performance and facilitating professional advancement.
- Devised strategic initiatives boosting client satisfaction and transforming overall banking experience.
- Coordinated complex client transactions guaranteeing conformity with regulatory mandates and internal guidelines.
- Achieved significant success in new account acquisition through focused prospecting and relationship-building efforts.
- Coached junior bankers on effective relationship management and product knowledge, significantly boosting team success.
- Amplified client satisfaction via personalized financial solutions and superior service excellence.
- Partnered with investment specialists to furnish well-rounded recommendations on asset allocation and portfolio management.
- Nurtured lasting partnerships with high-net-worth clients, enhancing trust and loyalty
- Orchestrated community outreach events elevating brand recognition among potential clientele.
- Administered diverse portfolio of accounts, maintaining strict compliance with banking regulations and policies.
- Conducted estate planning discussions handling sensitive topics with care and professionalism.
- Worked alongside banking partners to leverage cross-selling opportunities and foster business growth.
Lead Office Associate
Bob's Tires & Wheels
09.2022 - 02.2023
- Determined needs by evaluating each situation and developing customized approaches.
- Enhanced customer service with approaches centered on individualizing support and meeting unique needs.
- Maintained accurate accounting records, inputting new invoices and payments into [Software].
- Prevented technical problems by maintaining equipment and troubleshooting issues.
- Kept office file system highly organized and quickly retrieved needed records.
- Answered email and mail correspondence on behalf of personnel.
- Resolved customer concerns using strong communication and conflict management skills.
Home Services Specialist
Bank of America
06.2019 - 07.2022
- Responsible for thoroughly reviewing customer applications and providing detailed information regarding the fulfillment process.
- Serve as primary point of contact, providing customer with timely and periodic status updates of their loan application, returning all inquiry calls within service level agreement.
- Responsible for several kept informed routines to ensure that customer expectations are set properly and followed through until booking is focused on achieving customer delight through successfully establishing customer rapport, setting appropriate expectations, asking probing questions, relationship deepening and executing on all commitments.
- Assure that all customer files are complete and in compliance with regulatory agencies and internal policies before sending to Underwriting. Ensure customer privacy and confidentiality.
- Ability to meet production, quality and service standards with emphasis on delivering exquisite customer service.
Team Lead - Waiter
Cinco De Mayo Restaurant
01.2016 - 04.2019
- Directed daily restaurant operations, maintaining conformity with health and safety protocols.
- Directed and trained team members to optimize service quality and operational efficiency.
- Revamped processes to streamline workflows and minimize service times.
- Controlled inventory levels, enhanced supply chain efficiency for on-time stock replenishment.
- coordinated special events increasing customer engagement and promoting repeat business.
- Managed customer complaints skillfully, cultivating enjoyable dining experiences and reinforcing customer loyalty.
- Supported new team members by disseminating crucial information related to company procedures and safety protocols.
- Advanced positive workplace culture by strengthening teamwork, supporting open communication, and initiating employee recognition efforts.
- Trained team members in skills necessary for effective job performance.
Education
Associate in Applied Science (A.A.S.) - Computer Information Technology
Passaic County Community College
Paterson, NJHigh School Diploma -
Colegio Evangelico Simon Bolivar
Santiago, Dominican Republic, Dom.Rep.08-2014
Skills
- Client relations
- Customer service
- Problem solving
- Social perceptiveness
- Critical thinking
- Product promotion
- Cash management
- Credit analysis
- Mutual funds
- Client acquisition
- Relationship management
- Retirement planning
- Portfolio management
- Compliance
- Asset allocation
- Structured products
- Financial planning
- Debt management
- Trust services
- Regulatory awareness
- Money handling
- Creative thinking
- Cash handling
- Customer Service-oriented
- Relationship building and management
- Banking
- Employee motivation
- Teller support
- Cash flow management
- Policy development and implementation
- Community relations
- Financial services
Accomplishments
- Supervised team of 8 staff members.
- Achieved Score card and sales goals through effectively helping with managing our team resources and time management skills.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
- Securities Industry Essentials.
- Uniform Securities Agent State Law 63
- Uniform Combined State Law 66
Timeline
Private Client Banker - Small Business Specialist
JPMorgan Chase & Co
07.2023 - Current
Lead Office Associate
Bob's Tires & Wheels
09.2022 - 02.2023
Home Services Specialist
Bank of America
06.2019 - 07.2022
Team Lead - Waiter
Cinco De Mayo Restaurant
01.2016 - 04.2019
Associate in Applied Science (A.A.S.) - Computer Information Technology
Passaic County Community College
High School Diploma -
Colegio Evangelico Simon Bolivar