Summary
Overview
Work History
Education
Certification
Timeline
Generic

Melissa Guzman Rea

Aurora,CO

Summary

Sales Representative with a solid record of consistently achieving customer retention goals through relationship building and advanced product knowledge.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Sales Representative

Specialty Wood Products, Inc
Aurora, CO
01.2024 - Current
  • Managed customer orders and ensured timely and accurate delivery of products.
  • Processed returns and handled customer inquiries to resolve issues efficiently.
  • Conducted follow-ups to ensure customer satisfaction and address any post-purchase issues.
  • Answered inquiries from prospective customers regarding features of products and services offered.

Relationship Banker

JPMorgan Chase
Denver, CO
07.2022 - 01.2024
  • Proactively managed assigned client portfolios through in-person and phone consultations, uncovering financial needs, and recommending tailored products and services.
  • Engaged customers by asking open-ended questions, providing educational insights, and listening actively to establish trust and rapport.
  • Collaborated with specialists, including Financial Advisors, Mortgage Bankers, and Business Relationship Managers, to connect clients with experts for specialized financial needs.
  • Achieved sales target and deepened customer relationships through personalized financial solutions and proactive service.

Associate Banker

JPMorgan Chase
Denver, CO
08.2021 - 07.2022
  • Processed daily transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and efficiency.
  • Assisted with account openings, closings, and maintenance, delivering a seamless customer experience.
  • Educated customers on self-service options and digital banking tools to enhance their banking needs.
  • Conducted cash handling and reconciled transactions, maintaining balanced cash drawers and adherence to security procedures.

Education

High School Diploma -

Gateway High School
Aurora, CO
05-2019

Certification

  • Securities Industry Essentials (SIE) Exam
  • FINRA Series 6 License
  • Colorado Life Insurance License

Timeline

Sales Representative

Specialty Wood Products, Inc
01.2024 - Current

Relationship Banker

JPMorgan Chase
07.2022 - 01.2024

Associate Banker

JPMorgan Chase
08.2021 - 07.2022

High School Diploma -

Gateway High School

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Melissa Guzman Rea