Samantha Jauregui
Laveen
Overview
16
16
years of professional experience
Work History
Client Relationship Consultant 4
US Bank
Goodyear, AZ
11.2025 - Current
- Facilitated training sessions for junior consultants, promoting knowledge sharing and best practices.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project progress.
- Implemented customer relationship management (CRM) systems, improving client engagement and retention rates.
Insurance Sales Agent
Mcarrillo Insurance Agency
Phoenix
02.2024 - Current
- Developed personalized insurance plans to meet client needs and improve satisfaction.
- Conducted market analysis to identify potential clients and enhance sales strategies.
- Established long-term relationships with clients through regular follow-ups and consultations.
- Trained junior agents on product knowledge and effective sales techniques to improve team performance.
Mutual Fund Administration Officer
US Bank
01.2016 - 03.2022
- Increased sales activity by building and developing client relationships.
- Making sure our client’s investments are compliant with the SEC while maintaining a revenue threshold of a minimum of 25%.
- Working with a team of various fields in order to provide efficient service for our clients and shareholders.
- Involved in both IT and product development teams to improve our work and cut down time and increase efficiency amongst employees.
Banker
US Bank
09.2014 - 01.2016
- Cross-sell to each customer achieving a 150% growth in open credit products.
- Helped with reports and internal audits.
- Top credit card seller every quarter.
- Created a step by step training used still to teach bankers on best practices.
Center Manager/ Trainer
Ace Cash Express
08.2011 - 09.2014
- Trained auto insurance sales team achieving an increase of 70% retention in customer open accounts.
- Managed a store with 4 employees and exceeded revenue by 11% yearly.
- Audit loans weekly by verifying employees were following corporate lending guidelines.
- Won Branch of the Region in 2012, against 60 branches.
- Budgeted store expenses while maintaining expenses under required margins.
Teller
Desert Schools Credit Union
11.2010 - 07.2011
- Working with members as well as making deposits, withdrawals, and managing accounts.
- Opened 24 credit card accounts monthly, a 30% higher goal than set by corporate.
- Balanced daily cash deposits and bank vault inventory with a zero-error rate.
Education
Bachelor of Science - Business Management Major, Spanish Minor
W.P Carey School of Business
12-2015
Skills
- Operating cost reductions
- High level of personal initiative
- Spanish speaker
- Strong interpersonal skills
- Task management
Timeline
Client Relationship Consultant 4
US Bank
11.2025 - Current
Insurance Sales Agent
Mcarrillo Insurance Agency
02.2024 - Current
Mutual Fund Administration Officer
US Bank
01.2016 - 03.2022
Banker
US Bank
09.2014 - 01.2016
Center Manager/ Trainer
Ace Cash Express
08.2011 - 09.2014
Teller
Desert Schools Credit Union
11.2010 - 07.2011
Bachelor of Science - Business Management Major, Spanish Minor
W.P Carey School of Business