Jose L Navarro
Salinas,CA
Summary
Hardworking, passionate and driven banking professional with track record of over 19 years in building long-term relationships and retaining small business clients. Leveraging bilingual capabilities and strategic planning to deepen client relationships, boost client satisfaction and loyalty, and build network. Ready to bring experience and skillset to take on a challenging new role.
Overview
20
20
years of professional experience
Work History
Small Business Specialist
Union Bank - U.S. Bank
10.2020 - Current
- Enhanced small business growth and deepening relationships with revenues up to $2.5M through targeted marketing strategies and financial analysis.
- Increased client satisfaction through follow up, using targeted questioning strategies, insights and digital tools to provide personalized small business solutions and support. Referred clients to appropriate partners or department, as necessary.
- Prospected for new business by actively networking with business partners, community outreach and customer referral generation.
- Collaborated with office teams to deliver exceptional customer service, addressing clients unique needs and challenges.
- Managed relationships and strategic sales process using Salesforce while covering multiple locations.
Small Business Specialist
Union Bank
02.2020 - 09.2020
- Increased cross-selling opportunities and client satisfaction through follow up, insights, identifying clients by using targeted questioning strategies to discover needs and recommending appropriate personalized banking solutions and support.
- Effectively resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Prospected for new business by actively networking with business partners, community outreach and customer referral generation.
- During the COVID Pandemic supported business banking with client communications, data collection and data entry for Small Business Administration Payment Protection Program.
Senior Relationship Banker
Union Bank
10.2014 - 01.2020
- Increased cross-selling opportunities and client satisfaction through follow up, insights, identifying clients by using targeted questioning strategies to discover needs and recommending appropriate personalized banking solutions and support.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Effectively resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Prospected for new business by actively networking with business partners, community outreach and customer referral generation.
Relationship Banker
Union Bank Of California
01.2008 - 09.2014
- Increased cross-selling opportunities and client satisfaction through follow up, insights, identifying clients by using targeted questioning strategies to discover needs and recommending appropriate personalized banking solutions and support.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Effectively resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Prospected for new business by actively networking with business partners, community outreach and customer referral generation.
Customer Sales and Service Representative
Union Bank Of California
01.2006 - 01.2008
- Operated in dynamic, large volume environment to help customers every day with positive attitude and focus on customer satisfaction.
- Collaborated with sales team and operations to enhance customer service experience and exceed team
goals through effective client satisfaction rates. - Maintained customer satisfaction with forward-thinking strategies focused on addressing customers with concerns and needs.
- Consistently demonstrated a strong work ethic and maintaining focus on providing top-tier service throughout entire workday.
Teller
Union Bank Of California
07.2004 - 01.2006
- Provided high level of customer service through friendly approach, strong professionalism and timely
assistance with customer transactions - Balanced cash drawer daily and resolved discrepancies and taking corrective action as needed.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Promoted products or services to each customer to consistently achieve referral and sales targets.
- Helped with strategies to develop and expand sales of services to existing customer and new prospective
clients, and referred to designated bankers.
Education
High School Diploma -
North Salinas High School
Salinas, CA06.2004
Skills
- Bilingual
- Developing customer relationships
- High level customer service
- Customer Communication
- Strategic Planning
- Team Collaboration
Certificate:
Professional Development: Regional Occupational Program - Banking and Financial Careers, 06/2004 - Salinas, CA
Timeline
Small Business Specialist
Union Bank - U.S. Bank
10.2020 - Current
Small Business Specialist
Union Bank
02.2020 - 09.2020
Senior Relationship Banker
Union Bank
10.2014 - 01.2020
Relationship Banker
Union Bank Of California
01.2008 - 09.2014
Customer Sales and Service Representative
Union Bank Of California
01.2006 - 01.2008
Teller
Union Bank Of California
07.2004 - 01.2006
High School Diploma -
North Salinas High School
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