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1280 S Alhambra circle #1414, Coral Gables, FL 33146
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Professional Summary
Driven Sales Professional, with over 7 years of experience, making outbound/inbound calls, assisting
clients solve problems, uncovering opportunities, deepening client relationships, providing excellent
customer service, exceeding sales goals, and being a positive member of the team. I am always seeking to
align myself with a company that I believe in, where I can provide excellent products/services to help
clients solve their problems and achieve their goals.
Skills
Multilingual in English, Spanish and
Goal-oriented
Portuguese
People-oriented
Outbound Calling and Sales Specialist
Strong customer relations
Leader of the outside acquisition program in
Verbal/written communication
branch (Wells at Work Champion)
Top Sales Performer
Top 5 in Miami Central Relationship Banker in
Top 5 in the Nation for Investment Asset
year 2017, US 1 & 57th Branch, JPMORGAN
Volume 1.1 Million quarter 3 2015, Westchester
CHASE BANK
Branch, Wells Fargo Bank, N.A.
Work History
Business Card- Customer Support Specialist, 06/2011 to 09/2013
JP MORGANCHASE & CO – Heathrow, Florida
As a Customer Support Specialist, I play an integral of assisting the bank reduce losses and maintaining
positive life long relationships with our clients. My role is to provide excellent customer service and be a
client adviser, assisting clients to bring their accounts current and finding solutions that would put the
client in a better financial standing. I have experience initiating an average of 150-300 outbound calls a
day, and being successful in reaching clients, establishing rapport, listening to clients needs, tailoring
solutions to solve financial problems, and building a positive relationship with the clients. I have been
recognized with numerous awards for providing outstanding customer experience, and also have been
recognized for excellence in achieving strong financial marks. I have proven experience in having the
ability to deal with difficult situations where I demonstrate skills of empathy, professionalism, problem
solving, and strong communication skills on a daily basis to enhance the customer experience.
Licensed Personal Banker (SAFE), 10/2013 to 08/2015
Wells Fargo Bank, N.A./ Wells Fargo Advisors, LLC – Altamonte Springs/ Miami, Florida
As a Licensed Personal Banker my top priority is building rapport, engaging our customers, and be a
trusted financial adviser that can offer them financial solutions to help them succeed financially. In this
role, I am fulfilling my personal goal of helping people in my community succeed financially. Not only is
there a duty as a trusted financial adviser to help customers in the banking location, but also to be able to
reach out to the community and acquire business. My daily tasks include assisting clients in the branch,
but also reaching out to clients on a consistent basis over the phone. As the Wells at Work Champion, its
my responsibility to create and enrich relationships with all the businesses in the community. I have
demonstrated the ability to lead the team, and have been the Wells at Work Champion for my whole
duration at the springs store. Leading in the district in outside acquisition. I have consistently been a top
performer in the district, and exceeded sales goals. Having high accolades in, Customer satisfaction,
Credit card and Loan volume, and partner referrals in addition to overall strong sales performance.
Relationship Banker, 08/2015 to Current
JP MORGANCHASE & Co/ J.P. MORGAN SECURITIES LLC – Coral Gables, FL
As a Relationship Banker, my role consists of being an integral part of the Chase Private Client Team.
Providing customer service to our high net worth and high balance customers, reaching out to this
clients over the phone on a consistent basis, and deepening their relationships by acquiring more of their
financial portfolio. I am assigned a book of business, and my role is to reach out to this clients, build trust
and rapport, and be able to positively influence our clients in achieving their financial goals. I have been
recognized numerous times for excellent customer service, and I have been a strong performer. Recently,
being recognized for being in the top 5 relationship bankers in the Miami Central District for year 2017. I
am passionate about building relationships with clients and being able to uncover opportunities and
tailor solutions to help clients succeed financially.
Education
Associate of Arts: Finance,
Miami Dade College - Miami, FL
Series 6 securities license:
Finra Series 6 Series 63 securities license:
Finra Series 63 214 Life and Variable:
214 Life and Variable Annuity agent license -
