Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Wesser Santos

Fishkill

Summary

Professional banker with substantial experience in financial services, relationship management, and customer satisfaction. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Skilled in client consultations, transaction processing, and compliance with financial regulations. Reliable, results-driven, and equipped with solid background in banking operations and customer service.

Overview

7
7
years of professional experience

Work History

Associate Banker - ME

JPMorgan Chase
12.2020 - Current
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Assist customers with opening new savings, checking, and certificate of deposit accounts.
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
  • Help resolve customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations.

Billing Representative

Metro Luxury Inc.
06.2018 - 04.2020
  • Reviewed and solved account and billing discrepancies.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Coordinated with intermediate parties to obtain payments and resolve issues.

Education

Associate In Communications - Communications

Dutchess Community College
Poughkeepsie, NY

Skills

  • Financial planning
  • Sales proficiency
  • Banking regulations
  • Branch operations
  • Self-motivated nature
  • Analytical thinking
  • Consumer banking
  • Customer service
  • Adaptability and creativity

Languages

Spanish
Native or Bilingual

Timeline

Associate Banker - ME

JPMorgan Chase
12.2020 - Current

Billing Representative

Metro Luxury Inc.
06.2018 - 04.2020

Associate In Communications - Communications

Dutchess Community College

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Wesser Santos