Joshua M. Hernandez
Surprise,USA
Summary
Experienced financial professional with over 7 years of training in sales. Excellent reputation for building trust and prioritizing customer needs.
Overview
8
8
years of professional experience
Work History
Financial Advisor Trainee
Edward Jones
09.2024 - Current
- Passed necessary securities exams
- Prospected leads through residential door knocking
- Completed trainings and assessments for conducting a successful client meeting
- Practiced role playing for client prospecting
Private Client Banker/Manager on Duty
JPMorgan Chase
08.2021 - 08.2024
- Gathered customer suitability information through natural rapport building
- Concluded personalized recommendations through asking questions and understanding details around clients assets, liabilities, retirement goals, existing estate plans and risk tolerance
- Explained and presented complex financial concepts in a clear and concise way
- Developed meaningful and lasting relationships through valuable follow up by phone call and email
- Exceeded metrics for numbers of set meetings, loan originations, and investment sales
- Deescalated customer complaints and found solutions to turn them into new business opportunities
Relationship Banker
JPMorgan Chase
05.2018 - 08.2021
- Cultivated and strengthened relationships with new clients and educated clients on account services and benefits
- Called clients to offer recommendations on how to improve their banking experience
- Provided exceptional customer service through genuine care and attention to customer’s needs
- Collaborated with partners to practice tactics on how to generate referrals and set appointments through role plays
Automobile Sales Consultant
Glendale Nissan
02.2018 - 04.2018
Automobile Sales Consultant
Sunrise Chevrolet
09.2016 - 02.2018
- Used consultive sales approach to understand customers needs and recommend relevant offerings
- Responded to telephone and in-person requests for information
- Followed up with existing customers to provide additional information and address concerns
- Demonstrated vehicle’s capabilities and features on test drives and walk arounds
- Closed sales by overcoming objections; asking for sales; negotiating price
Education
High School Diploma -
Glenbard North High School
Glendale Heights, IL01.2015
Skills
- Empathy and emotional intelligence
- Clear communicator
- Active listener
- Series 6 & 7 License
- Series 66 License
- AZ Life & Health Insurance License
Timeline
Financial Advisor Trainee
Edward Jones
09.2024 - Current
Private Client Banker/Manager on Duty
JPMorgan Chase
08.2021 - 08.2024
Relationship Banker
JPMorgan Chase
05.2018 - 08.2021
Automobile Sales Consultant
Glendale Nissan
02.2018 - 04.2018
Automobile Sales Consultant
Sunrise Chevrolet
09.2016 - 02.2018
High School Diploma -
Glenbard North High School
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