Resume for Jessie G. for Banker / Bank Teller / Banking in San Francisco, California
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CLIENT SERVICES CUSTOMER ADVOCATE
Over years of experience in customer service and sales support. Track record of maintaining various client
accounts while growing business revenue through high retention and consultative strategy. Highly recognized
for strong communication skills and upholding client relationships with excellent followthrough.
Core competencies include:
< Account Management
< Strategic Consultation
< Creative Problem Solving
< Client Satisfaction & Retention
< Quality Assurance
< Office Coordination
FOREIGN LANGUAGES: Fluent in Spanish COMPUTER SKILLS: Proficient w/ Microsoft Office
WACHOVIA/WELLS FARGO, San Mateo & San Francisco, CA
Registered Personal Banker
Responsible for providing guidance to new and existing clients in a consultative financial services role for
issues concerning various types of deposit accounts, credit and retirement.
< Assist clients with account maintenance including trust titling, fee reversals, beneficiary designations,
IRA distributions, brokerage deposits and withdrawals, domestic and international wire transfers.
< Provide notary services to existing clients including mortgage loan and equity line signings.
< Assist Spanishspeaking clients with new accounts, global remittance, lending, and service issues.
< Maintain calls daily to set minimum of appointments through combination of warm and cold
calling; local canvassing to acquire personal and small business clients.
STATE FARM INSURANCE, San Leandro, CA
Products Representative & Office Manager
In charge of managing a small office while supervising sales personnel and servicing existing client accounts;
acted as Client Relationship Manager with duties comprised of resolving service issues and processing
< Held account review appointments per week with Spanish and Englishspeaking clients in order to
ensure appropriate coverage being provided.
< Created database of hundreds of businesses throughout California as well as generating farm lists, and
canvassing of local area; targeted businesses including legal and accounting firms, veterinary clinics,
physicians and dental practices.
< Marketed to the Hispanic community, leveraging Spanishspeaking ability, leading to a major increase in
DAIMLERCHRYSLER CORPORATION, Pleasanton, CA –
Legal Negotiator/Transfer Agent
Administered the transfer of hundreds of repurchased vehicles in addition to setting appointments, meeting with
consumers, and completing all DMV documents needed.
< Negotiated LemonLaw settlements for Warranty Litigation department directly with plaintiff’s attorneys
saving the corporation hundreds of thousands of dollars in annual litigation expense.
< Developed solid relationships with internal departments including National Customer Relations, Warranty
Litigation, Special Investigations, Chrysler Service Contracts, and Chrysler Financial.
< Created efficiency in the repurchase process while forming partnerships with outside organizations,
including the DMV, National Center for Dispute Settlement, California Arbitration Board, New Motor
Vehicle Board, and State Board of Equalization.
CHABOT COLLEGE, Hayward, CA – Associate of Arts in Liberal Studies
HEALD BUSINESS COLLEGE, Hayward, CA – Program of Accounting
LICENSES & ASSOCIATIONS
Series & Securities
Member of Hispanic Chamber of Commerce
Volunteer for Be A Mentor, Inc.
San Francisco, CA
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