Summary
Overview
Work History
Skills
Accomplishments
Affiliations
President's Circle award 2023
Languages
Timeline
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Oscar Gomez

Dallas,TX

Summary

Proactive Business Development Rep II with a strong track record in expanding client base and consistently exceeding sales targets. Skilled in strategic outreach, relationship management, and contract negotiation, with extensive knowledge of financial products and services. Brings exceptional customer service and analytical thinking for sustained business growth and client satisfaction.

Overview

9
9
years of professional experience

Work History

Business Development Rep II, Associate

JPMorgan Chase
12.2021 - Current
  • Increased client base by identifying potential managed clients and initiating strategic outreach.
  • Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
  • Partnered with 4 different teams of relationship bankers in the Florida East region.
  • Developed strong relationships with key industry partners for mutually beneficial collaborations.
  • Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
  • Expanded business through effective network development, identifying new, and prospective clients.
  • Delivered consistent revenue growth through effective negotiation of contracts and pricing strategies.
  • Managed a diverse portfolio of clients across multiple industries, ensuring a deep understanding of each sector''s unique challenges and opportunities.

Small Business Consultant

Bank Of America, N.A.
08.2020 - 12.2021
  • Collaborated with clients to develop strategic plans, setting clear goals and milestones for success.
  • Improved operational efficiency with implementation of customized management tools that met each client''s unique needs.
  • Opening new relationships with business clients, enhancing existing business relationships. Exceeding sales quotas quarterly.
  • Covered four bank branches with different type of bankers and client.
  • Identified funding opportunities for small businesses, assisting with grant writing and loan applications as needed.
  • Assisted clients with financial analysis and budgeting, leading to improved financial health and stability.
  • Addressed regulatory compliance concerns by staying abreast of industry standards and guiding clients accordingly.

Relationship Manager, Business Owner Specialist

Bank of America
08.2018 - 08.2020
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Specialized in business clients sector, also providing Notary public services.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout resolution process.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Enhanced team productivity by leading weekly strategy meetings focused on client engagement and conflict resolution.
  • Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.

Relationship Manager

Bank Of America, N.A.
11.2015 - 08.2018
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout resolution process.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Facilitated seamless communication between clients and service departments, ensuring timely resolution of issues.
  • Notary public services. Closing and opening reporting.

Skills

  • CRM Management
  • Salesforce
  • Relationship Building
  • Consultative Sales
  • Product Knowledge
  • Business Relationship Management
  • Project Management
  • Analytical Thinking
  • Multitasking Abilities
  • Self motivated
  • Trilingual
  • Team leader
  • Attention to Detail
  • Problem-solving abilities
  • Excellent Communication

Accomplishments

  • Presidents Circle award 2023
  • Supervised the New hire group
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Adelante
  • D&I group

President's Circle award 2023

Elite award

  • Achieved Elite status within 2 years of being a Business development associate.
  • Complete partner and professional.
  • Excellent customer relationship skills.
  • Exceeding annual goals.

 

Languages

Spanish
Native or Bilingual
Portuguese
Full Professional

Timeline

Business Development Rep II, Associate

JPMorgan Chase
12.2021 - Current

Small Business Consultant

Bank Of America, N.A.
08.2020 - 12.2021

Relationship Manager, Business Owner Specialist

Bank of America
08.2018 - 08.2020

Relationship Manager

Bank Of America, N.A.
11.2015 - 08.2018

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Oscar Gomez