Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
OfficeManager
Julio C. Gonzalez-Trejo

Julio C. Gonzalez-Trejo

Omaha,NE

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

7
7
years of professional experience

Work History

Personal Banker

FNBO
04.2019 - 05.2023
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.

Kitchen Clerk

Hy-Vee
12.2015 - 04.2019
  • Arranged food items in display cases and retail areas for purchase.
  • Demonstrated knowledge of safe food handling and sanitation.
  • Assisted customers in locating food items.
  • Maintained clean, trash-free workspaces to maximize productivity and safety.

Sales Representative

Boost Mobile
10.2018 - 03.2019
  • Increased sales by offering advice on purchases and promoting additional products.
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Trained and mentored new sales representatives.

Education

Bachelor of Science - Emergency Management

University of Nebraska At Omaha
Omaha, NE

High School Diploma -

Omaha South Magnet High School
Omaha, NE
05.2016

Skills

  • Credit Card Applications
  • Financial Advisement
  • Client Relationship Management
  • Account Type Familiarity
  • Client Development and Retention
  • Monthly Audits

Accomplishments

  • Supervised team of 9 staff members.
  • Recognized as top performing banker through effectively helping with loan volume and product growth.

Languages

Spanish
Native or Bilingual

Timeline

Personal Banker

FNBO
04.2019 - 05.2023

Sales Representative

Boost Mobile
10.2018 - 03.2019

Kitchen Clerk

Hy-Vee
12.2015 - 04.2019

Bachelor of Science - Emergency Management

University of Nebraska At Omaha

High School Diploma -

Omaha South Magnet High School

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Julio C. Gonzalez-Trejo