Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Jacob Ramirez

Santa Ana

Summary

I'm a dedicated financial professional with extensive experience in banking, risk management, and customer service; seeking a dynamic role in the financial services industry. With 10 years in retail banking, I am eager to leverage my expertise in compliance, risk mitigation, and relationship building; to contribute to an organization's growth and success.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Relationship Banker

Wells Fargo Bank
05.2022 - Current
  • Lead department in consumer lending, delivering tailored financial solutions to high net worth clients while maintaining a strong focus on compliance and risk mitigation
  • Analyzing clients financial needs to offer appropriate products while ensuring alignment with regulatory requirements and bank policies
  • Fostering long term relationships with clients, enhancing customer satisfaction and contributing to the banks financial growth

Personal Banker

Wells Fargo Bank
01.2018 - 05.2022
  • Provided personalized financial advice to clients regarding financial products and services while meeting and exceeding sales targets
  • Collaborated with financial advisors and other financial professionals to deliver comprehensive banking solutions
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

Customer Service & Sales Representative (CSSR)

Wells Fargo Bank
11.2015 - 01.2018
  • Supported clients with day to day banking needs, including accounts management, deposits, withdrawals, and online banking services
  • Assisted clients in navigating financial challenges, resolving inquiries, and addressing concerns with a high level of professionalism
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.

Education

B.A. - Criminal Justice

Cal State University
01.2020

Skills

  • Strong understanding of financial markets
  • Proficient in financial analysis and reporting
  • Excellent communication & interpersonal skills
  • Familiarity with financial regulations
  • Ability to work both independently and as a part of a team
  • Relationship building and management
  • Fraud prevention
  • Regulatory compliance
  • Loan processing
  • Credit analysis

Certification

  • FINRA Registered: CRD #7479494
  • NMLS Registered: 1591909
  • Securities and Licenses: Series 66, Series 7, SIE, CA Life, CA Var Life & Var Annuity

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Relationship Banker

Wells Fargo Bank
05.2022 - Current

Personal Banker

Wells Fargo Bank
01.2018 - 05.2022

Customer Service & Sales Representative (CSSR)

Wells Fargo Bank
11.2015 - 01.2018

B.A. - Criminal Justice

Cal State University

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