RAYMOND Betances
Shelton
Summary
Results-driven professional with extensive experience at JP Morgan Chase, specializing in relationship management and digital banking solutions. Proven ability to create customized financial strategies that enhance customer satisfaction and loyalty. Consistently surpasses sales targets through innovative problem-solving and a strong focus on client needs. Highly skilled in leveraging technology to improve service delivery in competitive markets.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase
Bridgeport
12.2022 - 06.2025
- Built strong client relationships through personalized banking solutions.
- Conducted financial assessments to identify customer banking needs.
- Managed account opening processes while ensuring compliance with policies.
- Educated customers on digital banking tools and resources available.
- Built long-term relationships with customers by providing personalized service and support.
Real Estate Professional
Century 21
Bridgeport
04.2021 - 12.2022
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Coordinated appointments to show marketed properties.
- Generated leads for sales and rental properties through cold calls and referrals.
- Developed marketing strategies to promote listings effectively.
- Guided clients through property buying and selling processes.
Retail Store Manager
T-Mobile
Norwalk
11.2019 - 04.2021
- Managed store organization, maintenance and purchasing functions.
- Trained team members in successful strategies to meet operational and sales targets.
- Resolved customer service issues promptly.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
Sales Specialist
Exquionx
New York
02.2015 - 11.2018
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Provided first-rate service to all customers and potential customers.
Education
Bachelor of Science - Business Administration And Management
Mercy University
Dobbs Ferry, NY05.2020
Skills
- Tech Savvy
- Microsoft Excel
- Relationship Building and Management
- Creative Thinking
- Customer Service-Oriented
- Banking
- Hiring and Recruitment
- Sales Expertise
- Digital banking
- Client relationship management
- Real estate marketing
- Sales strategy development
- Problem solving
Certification
- Series 6 License
- Series 63 License
- Life Insurance
- Connecticut Real Estate License
Languages
- Spanish, Native/ Bilingual
- English, Native/ Bilingual
Languages
Spanish
Professional
English
Professional
Timeline
Relationship Banker
JP Morgan Chase
12.2022 - 06.2025
Real Estate Professional
Century 21
04.2021 - 12.2022
Retail Store Manager
T-Mobile
11.2019 - 04.2021
Sales Specialist
Exquionx
02.2015 - 11.2018
Bachelor of Science - Business Administration And Management
Mercy University
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