Jorge Maximiliano Herrera
Lakewood
Summary
Results-driven Relationship Banker / Brokerage Associate, with 10 years of experience in the financial Industry. Known for delivering client-focused solutions, and building strong collaborative relationships in the work space. Dedicated to fostering in trust, integrity, and long term customer relationships, With the goal of providing outstanding customer services and tailored advice & guidance to all my clients. Aligned with the financial-services Industries mission to strengthen our clients financial futures.
Overview
9
9
years of professional experience
1
1
Certification
Work History
(Licensed) Relationship Banker
Wells Fargo Bank
09.2021 - Current
- Enjoy building long term relationships with new and existing customers, committed to frequent impactful customer outreach and dedicated to helping my customers and their families achieve their most important financial goals throughout their lives.
- Collaborating closely with a team of partners such as my Financial Advisor, Mortgage Consultant and Business Relationship Manager to uncover new Investment, lending and business opportunities that my new and existing customer may have.
- Working closely with my Financial Advisor by performing activities such as weekly 1 on 1 meetings to discuss any new coaching opportunities I could master.
- Frequently sitting in with Financial Advisor during his client meetings for new and existing clients to gain Experience/knowledge of all Financial products, securities and regulations. As well as learning about different Investment Strategies and understanding Market Sectors and how they perform thought the year.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Consulted with customers to discuss market information.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Juggled multiple projects and tasks to ensure high quality and timely delivery.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
(Licensed) Personal Banker
Wells Fargo Bank
08.2019 - 09.2021
- Deeply conduct analysis to address all my customers fiancial needs and building life long relationships to continuously create success for my customers financially.
- Critical thinking to address and solve my customers financial problems/needs
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Continuously follow up with my clients to ensure their is good communication at all times and to esure all my customers Economic needs are being met throughout the time of our relationship
- Help the company grow by bringing in business to my Partners such as my Mortgage Consultant, Financial Advisor and Business Banker.
- Educate My clients within different Financial topics such as building/repairing credit, short term and long term saving, and referring my clients to the proper resource for deeper financial development.
- Maintained industry knowledge through continuing education, training and monitoring of industry publications.
- Created agenda, materials and communications for team meetings.
Personal Banker
Wells Fargo Bank
07.2017 - 08.2019
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided clients with budget management and financial guidance.
- Built strong rapport with new and existing clients to better serve financial needs and promote customer loyalty.
- Expanded customer relationships by maintaining regular follow-up processes with each customer.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Teller
Wells Fargo Bank
10.2016 - 07.2017
- Maintained accurate teller drawer using triple count technique and repeating the customers request to them when handling all Teller transactions.
- Met or exceeded sales goals by promoting bank products and services in every interaction.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Explained bank services, financial products and applicable fees to customers.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
Education
Some College (No Degree) -
Golden West College
Huntington Beach, CAHigh School Diploma -
Mayfair High School
Bellflower, CA06.2012
Skills
- Team collaboration & leadership
- Integrity & Accountability
- Innovation & problem Solving
- Client relationship building
- Excellent punctuality & workspace time-management
- Skilled with Microsoft Office programs and Windows OS
- Excellent communication skills
- Organizational skills
- 13 years of experience in Customer Service
- 10 years of experience in the Financial Industry
- 6 Years of Experience as a Licensed banker (FINRA)
- 6 years of experience / knowledge in Living Trusts and other entities such as Sole Proprietors, Corporations, LLC's, Non-prof Orgs, and most other types
Certification
- California Life, Variable Life/ Variable Annuities
- SIE
- Series 6
- Series 63
- Series 7
- Series 66
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
(Licensed) Relationship Banker
Wells Fargo Bank
09.2021 - Current
(Licensed) Personal Banker
Wells Fargo Bank
08.2019 - 09.2021
Personal Banker
Wells Fargo Bank
07.2017 - 08.2019
Teller
Wells Fargo Bank
10.2016 - 07.2017
High School Diploma -
Mayfair High School
Some College (No Degree) -
Golden West College
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