Derek Garcia
Apache Junction
Summary
Experienced with building and sustaining strong client relationships. Utilizing effective communication and problem-solving skills to address client needs and ensure satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Participant Relationship Manager
E*Trade From Morgan Stanley
Gilbert, AZ
05.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Branch Banker
PNC Bank
Mesa, AZ
04.2022 - Current
- Guide customers on handling their personal finances
- Recommend financial services according to the customer’s needs and qualifications
- Open personal checking and savings accounts
- Apply for lines of credits/credit cards
- Build relationships with clients in person and over the phone
Associate Banker
Chase Bank
Mesa, AZ
05.2021 - 04.2022
- Opened new and serviced existing bank relationships.
- Handled deposits and wires up to $1MM.
- Educated customers on website and app capabilities.
- Engaged with clients to create and grow relationships.
- Reviewed account balances, activity, and interest rates.
- Processed stop payments, chargebacks, profile updates, money transfers and other banking services.
Education
High School Diploma - undefined
Desert Ridge High School
Mesa, AZ05.2020
Skills
- Relationship building and management
- Excellent communication
- Sales proficiency
- Client relationships
- Time management
- Customer service
Certification
SIE
Series 63
Series 7
Timeline
Participant Relationship Manager
E*Trade From Morgan Stanley
05.2024 - Current
Branch Banker
PNC Bank
04.2022 - Current
Associate Banker
Chase Bank
05.2021 - 04.2022
High School Diploma - undefined
Desert Ridge High School