Luz Gomez
Sarasota,FL
Summary
Bilingual banking professional with 5 years of experience in the financial services industry, focused on providing exceptional client support, financial guidance, and tailored solutions. Adept at building trust, problem-solving, and meeting diverse client needs.
Overview
16
16
years of professional experience
Work History
Licensed Life Health and Annuities Insurance Agent
215
2022.03 - Current
- Maintained high standards of customer service by building relationships with clients.
- Obtained underwriting approval by completing application for coverage.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Associate Banker
JPMorgan Chase
2025.03 - 2026.06
- Commissioned Florida Notary Public experience in handling affidavits, acknowledgments, and legal documents.
- Assisted clients with account inquiries, delivering exceptional customer service to enhance satisfaction and retention.
- Conducted thorough financial analysis to identify suitable banking products for diverse client needs.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients needs and concerns.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Executed wire transfers, stop payments and account transfers.
Relationship Banker and Small Business Specialist
Bank Of America
2021.05 - 2024.12
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Presented new and additional products and services to existing customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Worked with clients to address and respond to client and partnership management issues.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Public Relations & Communications Assistant
Ministry Of Energy And Petroleum ( Venezuela)
2010.05 - 2015.10
- Commissioned Florida Notary Public experience in handling affidavits, acknowledgments, and legal documents.
- Assisted clients with account inquiries, delivering exceptional customer service to enhance satisfaction and retention.
- Conducted thorough financial analysis to identify suitable banking products for diverse client needs.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients needs and concerns.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Enhanced client satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Executed wire transfers, stop payments and account transfers.
Education
Master International Business -
Instituto Europeo De Postgrado
Madrid, Spain.05.2015
Bachelor's Degree In Social Communication -
Universidad Dr. Rafael Belloso Chacín
Maracaibo, Venezuela.01.2010
Skills
- Public Relations Strategies
- Internal Communications
- Customer Service
- Verbal and Written Communication
- Corporate Events Planning
- Event Networking
- Client Prospecting
- Life Insurance Sales
- Health Insurance Sales
- Relationship Building
- Final Expense Insurance
- Customer Referrals
- Asset Protection
- Client Consultations
- Insurance Eligibility
- Teller Procedures
- Credit and Debt Card Processing
- Generating Referrals
- New Business Opportunities
Languages
Spanish
Native or Bilingual
Portuguese
Professional Working
Timeline
Associate Banker
JPMorgan Chase
2025.03 - 2026.06
Licensed Life Health and Annuities Insurance Agent
215
2022.03 - Current
Relationship Banker and Small Business Specialist
Bank Of America
2021.05 - 2024.12
Public Relations & Communications Assistant
Ministry Of Energy And Petroleum ( Venezuela)
2010.05 - 2015.10
Bachelor's Degree In Social Communication -
Universidad Dr. Rafael Belloso Chacín
Master International Business -
Instituto Europeo De Postgrado