Customer Service Microsoft Office
Resume:
Andres Quintero
Pompton Lakes NJ 07042
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Objective: To obtain a corporate position that will benefit from my skills while enabling me to broaden my knowledge and experience of the marketing & sales world.
Education: Rutgers, the State University of New Jersey May 2013
Rutgers Business School
Bachelor of Science, Marketing
Employment:
Wells Fargo Bank, N. A Summit 2008- Present
Business Sales Consultant 2016- Present
Responsible for offering and providing robust point of sale equipment and service to existing or potential clients.
Assists clients in the set up of bank card accounts and processing systems; responds to issues that may require troubleshooting. Offering service to the networks of Visa, MasterCard, American Express and Discover using the most rebuts technology and customer service support.
Result driven and analytical analyzing of reports, forecast, data information of customer interaction in bank demographic.
Helping small business clients 100k to 5mm with business management tool to grow and service their client with the latest technology in the point of sales industry
Collaborate will senior level personal to form strategies to grow the gross P&L.
Wells Fargo Advisors, LLC, Wayne NJ
Financial Advisor, Private Client Group 2014-2016
Registered Representative, working with affluent cliental.
Acquire new clients with targeted presentations.
Manage and increase Book of Business to reach and exceed goals.
Initiate Trades, share ideas, acquire new assets, and grow the business.
Boutique customer service, one stop shop for clients
Wells Fargo Bank, Clifton NJ 2008- 2012
Business Banker / Licensed Personal Banker 2
NLMS Safe employee
Initiate small business loans, credit card processing & referrals
Acquire new business relationships and grow the P&L
Dispute resolutions for credit card fraud
Proactively monitored clients for AML, Elderly Abuse, Foreign transactions, and all NIA and large currency transactions transaction
Valley National Bank, Totowa NJ 2015 – 2016
Investment Executive
Started launch and lead non deposit program initiation at VNB investment services
Proactively mange 25 licensed relationship managers; develop, train and coach on an ongoing basis on prospecting and sales approach for investments.
Administer pipeline review with entire team to increase sales, and look for coaching opportunities.
Provide market updates, product knowledge, and system training with broker dealer Cetera Financial.
Train employees on AML compliance, KYC, Bank Secrecy Act
Evaluate the financial needs of clients and prospects, help identify their investment objectives
JP Morgan Securities, Clifton NJ 2012- 2014
Private Client Advisor
Registered representative
Initiate trades
Retirement planning
Increase the book of business to over 22 million
Went into production in 05/2012 the area I was covering was 50% in the red year to date. Was able increase production to achieve a 47% increase in the area at the end of the year.
Promoted to a Private Client Advisor, after only five months of production.
Acquire new customers thru sales and marketing techniques.
Nordstrom’s, Flat Iron, CO 2004-2008
Floor Manager
Managed 20 Sales Associates including scheduling, hiring, coaching, and various HR duties
Managed 15 million dollar revenue
Managed fraud risk and prevention
Logistics
Additional Skills: Fluent in Spanish, Microsoft Office, Finra Licenses Series 6,63,7,66, and NJ Life Insurance
Fluent in Spanish
Microsoft Office – Word, Excel, Power Point
FINRA Licenses: Series 6,63,7,66, and State of NJ Life Insurance
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