Jose Granados
North Wilkesboro,NC
Summary
Top-notch Relationship Banker with a solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals, and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals, and options.
Obtain a position that allows me to more fully utilize my skill set, and maximize my previous work experience; a position that provides room for growth, and an atmosphere of excellence. I seek to continue to demonstrate my enthusiasm, and dedication, and grow in my level of responsibility.
Overview
10
10
years of professional experience
1
1
Certification
Work History
IRIS Specialist
Lowes Home Improvment
11.2013 - 07.2015
- Assist customers with the Iris home automation and security system
- Provide troubleshooting in order to achieve satisfaction and help make our customers love where they live by assuring that IRIS works as it is intended too
- Identified situations where customers need additional assistance and addressed with appropriate departments and third-party vendors
- Chosen to work side by side with co-workers to determine how to best achieve their strategic goals by leveraging existing knowledge and past experiences
- Assist in providing accurate troubleshooting steps - Assign and re-assign work to Iris Specialist to ensure that customers receive follow-up when promised; provide reporting to Iris Supervisors allowing for coaching, accolades, and further instruction for the Iris team
- Selling IRIS products to customers; educating customers on the different devices and their features.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Followed all company policies and procedures to deliver quality work.
- Collected, arranged, and input information into a database system.
Repair Service Technician/Delivery/ Installer
Bob Young's Appliances
07.2015 - 11.2017
- Evaluating the problem the appliance is having - Providing knowledgeable and courteous service - Replacing Part - Installing appliances in homes - In charge of selling appliances to customers - In charge of placing orders - Billing Customers & receiving payments - Providing great customer service - Making sure customer can leaves happy
- Diagnosed and troubleshot problems, repairing, and restoring machines to peak performance.
- Responded to customer inquiries quickly and professionally to increase satisfaction.
- Provided technical support and maintenance services for range of computer hardware and software.
- Worked with diverse types of weather and ground conditions.
Personal Banker
Wells Fargo
11.2017 - 07.2022
- My role as a personal banker for Wells Fargo is to assist the customer in whatever request they may have but to also go above and beyond for them
- I am responsible for a number of things to ensure they are truly being set up to succeed financially
- Provide personal financial counseling, assist with financial lending services, and build relationships with existing customers
- Assist business customers with their financial needs
- Help educate them in financial matters - Assist with opening new accounts and business deposit accounts
- Assist in lending options for the customer - Being an At Work Advocate and talking to many people about the services that we offer - Work closely with different partners within Wells Fargo to ensure that I am able to offer the correct products to all my customers.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Greeted customers and delivered information about new account processes.
Senior Premier Banker
Wells Fargo
08.2022 - Current
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Work with High Net Worth clients and build and maintain a relationship with them.
- Work with multiple partners for example Financial Advisors, Business Bankers, Private Client Groups.
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified the most appropriate banking products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Opened, closed, and updated accounts for customers.
- Analyzed customers' financial information to deliver personalized account guidance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Assisted clients with budgeting and cash flow management.
- Developed and managed relationships with key clients and partners to drive growth.
Education
Bachelor of Arts - Business
Southern New Hampshire University
Hooksett, NH05.2025
undefined
Wilkes Central High School
Wilkesboro, NC2011
Skills
- Excel,
- Customer Service,
- Data Entry
- Database Management,
- Sales,
- Bilingual communication skills
- Relationship Management
- High-Volume Environments
- Professional Relationships
- Leadership Development
- Community Relations
- Selling Skills
Additional Information
- Licenses , Life insurance license FINRA series 7 license
Certification
- Series 65 - Uniform Investment Adviser Law
- Series 63 - Uniform Securities Agent State Law
- Series 6TO - Investment Company Products/Variable Contracts Representative
- Series 7TO - General Securities Representative
- SIE - Securities Industry Essentials Examination
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Premier Banker
Wells Fargo
08.2022 - Current
Personal Banker
Wells Fargo
11.2017 - 07.2022
Repair Service Technician/Delivery/ Installer
Bob Young's Appliances
07.2015 - 11.2017
IRIS Specialist
Lowes Home Improvment
11.2013 - 07.2015
Bachelor of Arts - Business
Southern New Hampshire University
undefined
Wilkes Central High School
Similar Profiles
Alicia PalomaresAlicia Palomares
Flooring Sales Specialist at Lowes Home ImprovmentFlooring Sales Specialist at Lowes Home Improvment
Jaedan RichardsonJaedan Richardson
Customer Service Associate at Lowes Home ImprovmentCustomer Service Associate at Lowes Home Improvment
James BaxterJames Baxter
Outside Lawn and Garden Sales Representative at Lowes Home ImprovmentOutside Lawn and Garden Sales Representative at Lowes Home Improvment
Louis KrickerLouis Kricker
Department Supervisor at Lowes Home ImprovmentDepartment Supervisor at Lowes Home Improvment
Hannah OwingsHannah Owings
Preschool Teacher at Baptist Home Baptist Church PreschoolPreschool Teacher at Baptist Home Baptist Church Preschool