Juan Feliciano
South Elgin,IL
Summary
Accomplished Insurance Agent and Personal Banker with many years of experience. I previously had my Series 6 and Series 63 Investment licenses as well. Expert in fostering client relationships and offering tailored financial solutions, leveraging bilingual capabilities and exceptional problem-solving skills. Demonstrated success in enhancing customer satisfaction and loyalty through professional service and comprehensive advice.
Overview
19
19
years of professional experience
Work History
Insurance Agent
Independence Pet Group
11.2016 - 06.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Personal Banker
First Midwest Bank
04.2013 - 11.2016
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
Personal Banker
JPMorgan Chase Bank
10.2005 - 04.2013
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Cross-sold Investments, Mutual Funds, Mortgage Loans, HELOCs and etc.
Education
Degree in Pastoral Studies - Pastoral Counseling
Ebenezer Biblical Institute
Elgin, IL06.2019
Certificate in Biblical Studies -
Judson University
Elgin, IL06.2016
High School Diploma -
Elgin High School
Elgin, IL06.2003
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism
- I am Bilingual (English and Spanish)
- I am fast learner
- I enjoy problem solving
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Agent
Independence Pet Group
11.2016 - 06.2024
Personal Banker
First Midwest Bank
04.2013 - 11.2016
Personal Banker
JPMorgan Chase Bank
10.2005 - 04.2013
Degree in Pastoral Studies - Pastoral Counseling
Ebenezer Biblical Institute
Certificate in Biblical Studies -
Judson University
High School Diploma -
Elgin High School
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