Arthur Escalante
Ontario
Summary
Highly impactful financial consultant with 10+ years' experience identifying initiatives and implementing action driven plans to support client and organizational growth and objectives.
Overview
21
21
years of professional experience
Work History
Package Handler
Fed Ex Ground
Bloomington
04.2025 - Current
- Maintained a clean work environment by removing debris from the loading dock area.
- Adapted to various environmental conditions in warehouse and outdoor settings.
- Worked flexible hours, including weekends and holidays, to meet business needs.
- Managed time efficiently to meet or exceed productivity targets.
- Followed safety procedures when operating heavy machinery such as forklifts and pallet jacks.
Sr. Wealth Relationship Manager
Citibank, NA
Norco/Corona
08.2021 - 08.2023
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
- Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
- Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
Wealth Relationship Manager/Personal Banker
Citibank, NA
Encinitas/Solana Beach
01.2013 - 07.2021
- Assisted in opening and closing duties, including setting up and breaking down tables, managing reservations, and cash handling.
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
- Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
- Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
Store Manager
Sprint PCS, Mobile telephone company
Chino Hills
01.2004 - 08.2012
- Trained and mentored associates to teach daily tasks and procedures.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Established customer service standards and monitored staff compliance.
- Built customer confidence by actively listening to concerns and complaints and quickly resolving issues.
Skills
- Financial planning
- Client profiling
- Investment strategies
- Customer relationship management
- Regulatory compliance
- Time management
- Effective communication
- Problem solving
Education License
- FINRA License
- SIE
- Series 6
- Series 63
- Series 66
- Series 7
- California Life & Health
Timeline
Package Handler
Fed Ex Ground
04.2025 - Current
Sr. Wealth Relationship Manager
Citibank, NA
08.2021 - 08.2023
Wealth Relationship Manager/Personal Banker
Citibank, NA
01.2013 - 07.2021
Store Manager
Sprint PCS, Mobile telephone company
01.2004 - 08.2012
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