Jesus Garcia
Tucson
Summary
"Licensed Banking Professional with expertise in Client Relationship Management and Financial Advisory Services. Proficient in strategic planning, providing personalized solutions, and delivering efficient service. Skills include Financial Planning, Risk Assessment, and Cross-Selling Banking Products."
Overview
13
13
years of professional experience
1
1
Certification
Work History
Relationship Banker
WAFD Bank
11.2024 - Current
- Managed client relationships, ensuring high satisfaction and retention.
- Conducted needs assessments to provide tailored banking solutions.
- Facilitated cross-selling of products, enhancing overall customer engagement.
- Analyzed financial data to guide clients in making informed decisions.
- Led initiatives to enhance digital banking services, driving user adoption rates.
- Analyzed customers' financial information to deliver personalized account guidance.
Life Insurance Agent
New York Life Insurance Co
07.2024 - 06.2025
- Developed tailored life insurance solutions for diverse client needs.
- Analyzed client financial situations to recommend appropriate coverage options.
- Educated clients on policy benefits, terms, and conditions to enhance understanding.
- Cultivated strong relationships with clients to foster trust and retention.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Licensed Banker
JP Morgan Chase
01.2022 - 06.2024
- Increased assets under management to $3.3 million from over 300 clients.
- Enhanced client retention and investment growth through strategic outreach efforts.
- Collaborated with financial partners to establish measurable investment plans.
- Facilitated high-demand client communications for affluent clientele satisfaction.
- Led team huddles for over 10 employees to boost morale and productivity.
- Utilized Salesforce CRM to effectively manage and advise diverse clientele.
Personal Banker
JP Morgan Chase
09.2013 - 01.2022
- Work with Relationship Bankers to help do maintenance on clients accounts.
- Help retain clients
- Facilitated account openings, closures, and maintenance while ensuring compliance with regulations.
Bank Teller
JP Morgan Chase
11.2012 - 09.2013
- Handling monetary transactions
- Providing excellent customer service
Education
Cyber security associates -
Wilmington University
12.2025
Skills
- Communication
- Relationship building and management
- Prospecting
- Customer Service-oriented
- Discovery
- Client retention
- Objection Handling
- Owning task from start to finish
- Customer acquisition
- Risk control management
- Scheduling and labor control
- Employee training team
- Employee hiring team
- Sales expertise
- Financial advising
- Employee motivation
Certification
- BRMP - Business Relationship Management Professional
- Securities Industry Exam
- Series 6
- Series 63
- Life & Health Insurance License
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
WAFD Bank
11.2024 - Current
Life Insurance Agent
New York Life Insurance Co
07.2024 - 06.2025
Licensed Banker
JP Morgan Chase
01.2022 - 06.2024
Personal Banker
JP Morgan Chase
09.2013 - 01.2022
Bank Teller
JP Morgan Chase
11.2012 - 09.2013
Cyber security associates -
Wilmington University