Juan Carlos Vega-Trujillo
MIAMI,FL
Summary
To join a growing organization that requires an experience representative with the skills and education that I have acquired into a challenging and tough situation in order to achieve the desired result, and demonstrated success in information technology consulting (Sales, Banking, Finance, Marketing and Business Management).
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Knowledgeable [Desired Position] with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Personal Banker Associate
Wells Fargo Bank
Miami, FL
05.2018 - Current
- Built strong relationships with clients, resulting in increased loyalty and retention rates by providing tailored advice and services.
- Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
- Utilized CRM software efficiently to track clients interactions and identify sales opportunities within the existing client database.
- Developed customized financial plans tailored specifically to each client’s unique short-term and long-term goals.
- Conducted financial reviews with clients, identifying opportunities for products upgrades or additional services.
- Handled cash transactions accurately, following procedures and policies to prevent theft or fraud incidents.
Sales and Leasing Consultant
Braman Honda Import
01.2003 - 01.2008
- Achievements:
- President Award from Honda in 2011.
- Bronze Level Council of Sales Leadership from 2007 till 2014.
- President Award from Honda in 2006.
- Silver Level Council of Sales Leadership in 2006.
- Award of Excellence (Best in Customer Satisfaction 2006) in Braman Honda. National Council Sales Leadership in 2005.
- Gold Ring Award from Braman Honda in 2005.
- President Award from Honda in 2003.
- Focus Award in Customer Satisfaction 2003 Council of Sales Leadership.
Education
Bachelor’s Degree - Computer Science
Institute Technology “CUJAE”
Havana, CUBA07.1989
Skills
- Relationship Management and building
- Loan Processing
- Cash Handling
- Customer Service Oriented
- Banking
- Teller Support
- Excellent Communication
- Professionalism
- Relationship building
- Customer service
- Customer satisfaction
- Positive attitude
- Cash handling
- Client relationship management
Accomplishments
- Achieved [Result] through effectively helping with [Task].
Certification
Florida Notary
Professional Excellence Summary
- Excelled in relationship management and loan processing, enhancing customer satisfaction and retention through personalized solutions and effective communication.
- Significantly contributed to achieving branch targets.
- Hardworking and organized with exceptional time management abilities.
- Possess positive attitude with a can do attitude.
- Excellent written and oral communication skills.
- A quick learner willing to learn new and developing technologies.
- Exceptional ability to read and interpret financial and statistical data, information and documents.
- Ability to solve complex problems and communicate clearly and effectively.
- In-depth knowledge of sales and marketing procedures and techniques.
- Created and maintained excellent relationships with customers through a software oriented maintain a customer base.
Languages
English
Professional Working
Timeline
Personal Banker Associate
Wells Fargo Bank
05.2018 - Current
Sales and Leasing Consultant
Braman Honda Import
01.2003 - 01.2008
Bachelor’s Degree - Computer Science
Institute Technology “CUJAE”