Julian olguin
Summary
Excelling in client education and financial transaction support. Proven ability to enhance customer engagement and satisfaction through tailored solutions. Skilled in investment strategy development and effective cash flow oversight, driving results and creating strong client relationships. Professional Associate Banker with substantial experience in financial services, relationship management, and customer satisfaction. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Skilled in client consultations, transaction processing, and compliance with financial regulations. Reliable, results-driven, and equipped with solid background in banking operations and customer service.
Overview
7
7
years of professional experience
Work History
Associate Banker- ME
JPMorgan Chase
Rowlett, TX
01.2024 - Current
- Assisted customers with account inquiries and transaction processing.
- Supported daily banking operations by engaging with fellow co-workers
- Collaborated with team members to enhance customer service experiences.
- Provided support for customer account openings and maintenance.
- Enhanced client satisfaction by promptly addressing inquiries and providing tailored solutions.
Salesman
Globe Life And Accident Insurance Company
Richardson, TX
11.2022 - 10.2023
- Developed strong customer relationships through effective communication and product knowledge.
- Executed sales strategies to promote products and increase brand awareness.
- Assisted in training new staff on product features and sales techniques.
- Collaborated with team members to achieve sales targets and enhance customer service.
Assistant Store Manager
Spirit Halloween Super Store
Garland, TX
07.2021 - 11.2023
- Assisted in managing daily store operations to ensure optimal customer service and efficiency.
- Trained and mentored new team members on product knowledge and sales techniques.
- Implemented visual merchandising standards to enhance product presentation and drive sales.
- Resolved customer inquiries and complaints, enhancing overall satisfaction and loyalty.
Laborer
ALS Construction
Rowlett, TX
04.2018 - 09.2021
- Operated heavy machinery to assist in construction projects and ensure timely completion.
- Collaborated with team members to follow safety protocols and maintain a safe work environment.
- Assisted in the preparation and cleanup of job sites, optimizing workflow efficiency.
- Trained new hires on safety standards, equipment usage, and site protocols to enhance team performance.
Education
High School Diploma -
Rowlett High School
Rowlett, TX05-2019
Skills
- Investment strategy development
- Client education
- Financial transaction support
- Effective cash flow oversight
- Customer engagement
- Financial planning
Timeline
Associate Banker- ME
JPMorgan Chase
01.2024 - Current
Salesman
Globe Life And Accident Insurance Company
11.2022 - 10.2023
Assistant Store Manager
Spirit Halloween Super Store
07.2021 - 11.2023
Laborer
ALS Construction
04.2018 - 09.2021
High School Diploma -
Rowlett High School