Jose Morales
Denver
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Knowing both sides to being a coach and being coachable. Licensed Notary.
Overview
12
12
years of professional experience
Work History
Assistant Manager
First Technology Federal Credit Union
08.2023 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Improved store sales ranking within the district by effectively implementing sales strategies.
- Accomplished multiple tasks within established timeframes.
- Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
Financial Solutions Representative II
First Tech Federal Credit Union
08.2022 - 08.2023
- Networked to identify potential new clients and expand geographic territories.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Personal Banker II
Wells Fargo
12.2012 - 12.2020
- Collected customer information and completed new account forms.
- Processed deposits, withdrawals and ACH transfers accurately.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Cross-sold bank products and services to meet customer needs and provide options.
Education
High School Diploma -
Littleton High School
Littleton, CO05.2012
Skills
- Customer Interaction
- Coaching Clients
- Staff Support
- Financial Transactions
- Microsoft Office
- Opening Accounts
- Time Management
- Complex Problem-Solving
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Assistant Manager
First Technology Federal Credit Union
08.2023 - Current
Financial Solutions Representative II
First Tech Federal Credit Union
08.2022 - 08.2023
Personal Banker II
Wells Fargo
12.2012 - 12.2020
High School Diploma -
Littleton High School
Similar Profiles
Valarie GutierrezValarie Gutierrez
Senior Analyst - Quality Assurance at First Technology Federal Credit UnionSenior Analyst - Quality Assurance at First Technology Federal Credit Union
PAVITHRAA SIVASUBRAMANIANPAVITHRAA SIVASUBRAMANIAN
Manager , Sr Product Managers at First Technology Federal Credit UnionManager , Sr Product Managers at First Technology Federal Credit Union
Laronda HydeLaronda Hyde
Loan Fulfilment Associate/Direct Lending Tester at First Technology Federal Credit UnionLoan Fulfilment Associate/Direct Lending Tester at First Technology Federal Credit Union