Justin Espinoza
Miami
Summary
Motivated sales professional transitioning into the financial services industry, bringing a strong background in client-facing roles, persuasive communication, and consultative selling. Licensed through the FINRA and the NASAA, holding the SIE and Uniform securities agent state law (SERIES 63). Demonstrates a strong commitment to building a long-term career in financial services. Recognized for consistently exceeding performance goals, building lasting client relationships, and leading high-performing teams. Aspiring to grow within the financial services industry by leveraging a strong sales background and client-focused mindset in a high-integrity, performance-driven environment.
Overview
7
7
years of professional experience
Work History
Personal Banker
Citibank
Miami
09.2025 - Current
- Assisted customers with account inquiries and transaction processes.
- Educated clients on financial products and services offered by the bank.
- Managed customer accounts, ensuring accurate information and compliance.
- Processed loan applications and conducted credit assessments for applicants.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Integrated Solutions Consultant
AT&T
Miami
08.2023 - 08.2025
- Delivered personalized solutions through detailed client consultations - a foundation for financial needs assessments.
- Built trust with clients by guiding them through complex products and services.
- Consistently ranked among top performers through strong follow-through and value-focused selling.
Store Manager
AT&T
Miami
01.2023 - 08.2023
- Supervised and coached a team of sales reps, driving performance through clear KPIs and feedback.
- Handled escalated client concerns, demonstrating professionalism and high-touch service.
- Used data analysis and performance metrics to guide business improvement strategies.
Sales Representative
AT&T
Miami
06.2021 - 12.2022
- Proactively engaged prospective clients and tailored recommendations to their needs.
- Conducted product comparisons and overcame objections.
- Focused on long-term relationships to boost sales.
Sales Associate
Metro by T-Mobile
Hallandale
07.2019 - 05.2021
- Assisted a wide range of clients with product education and personalized service.
- Maintained detailed product knowledge and strong customer rapport.
- Achieved and exceeded individual sales targets consistently.
Education
High School Diploma -
Sagrada Familia
San Andres, ColombiaSkills
- CRM Expert
- Salesforce Expert
- Business Development Expert
- Account management Expert
- Direct sales Expert
- Negotiation tactics Expert
- Microsoft expertise Expert
Licenses
- Securities industrial essentials (SIE)
- Series 63
Languages
- Spanish, Native
- English, Fluent
Timeline
Personal Banker
Citibank
09.2025 - Current
Integrated Solutions Consultant
AT&T
08.2023 - 08.2025
Store Manager
AT&T
01.2023 - 08.2023
Sales Representative
AT&T
06.2021 - 12.2022
Sales Associate
Metro by T-Mobile
07.2019 - 05.2021
High School Diploma -
Sagrada Familia