Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Juan Jimenez-Ramirez

Woodland Hills,CA

Summary

Relationship Manager with a proven track record in financial services, excelling in client relationship management and cross-selling strategies. Leveraged critical thinking to enhance customer satisfaction and drive business growth, achieving significant sales performance improvements. Bilingual in English and Spanish, fostering strong connections with diverse clientele.

Overview

6
6
years of professional experience

Work History

Relationship Manager

Bank of America
06.2021 - Current
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.

Store Leader

Men’s Wearhouse
01.2020 - 06.2021

· Delivered excellent customer service and maintained top-tier sales performance by identifying client needs and delivering tailored product recommendations.

· Developed key interpersonal skills and sales techniques that translated directly into financial services success.

· Supported Store Manager in operational excellence, contributing to a 10% increase in overall sales.

· Implemented sales strategies, boosting customer satisfaction ratings by 15%.

· Trained and mentored new hires, reducing onboarding time by 20%.

Program Worker

Los Angeles Unified School District, LAUSD
06.2019 - 01.2021
  • Detailed all aspects of events and programs in reports that were disseminated to proper personnel.
  • Supervised activities and events for large groups.
  • Assisted youth with special conditions to meet basic needs.
  • Managed incidents and engaged children with indoor activities
  • Developed and implemented new activities programs, enhancing student engagement by 25%.

Education

Business Administration

Southern New Hampshire University
Hooksett, NH
05-2025

High School Diploma -

Canoga Park High School
Canoga Park, CA
06-2019

Skills

  • Business Development & Prospecting
  • Small Business Banking Solutions
  • Client Relationship Management
  • Needs-Based Financial Consultation
  • Cross-Selling & Product Penetration
  • Risk Management & Compliance
  • Pipeline Management
  • Credit & Lending Referrals
  • Customer & Client Focus
  • Critical thinking

Languages

English
Spanish

Timeline

Relationship Manager

Bank of America
06.2021 - Current

Store Leader

Men’s Wearhouse
01.2020 - 06.2021

Program Worker

Los Angeles Unified School District, LAUSD
06.2019 - 01.2021

Business Administration

Southern New Hampshire University

High School Diploma -

Canoga Park High School