1. ESMERALDA GARCIA
408 Audubon Avenue Apt 23 ■ New York, NY 10033 ■ Phone: (347) 364-5856 ■ Email: esmesot@gmail.com
CAREER FOCUS
Skilled banker specialist with extensive experience in customer service, banking, investment accounts and retail
looking for a career opportunity. Self-efficient and team player able to prioritize multiple tasks, exercising good
judgment and confidentiality at all times.
SPECIAL SKILLS
 Series 6, Series 63, and life licenses. National Mortgage Licensing System registration.
 Notary Public
 Proficient in Microsoft Office Programs (Word, Excel, PowerPoint)
 Bilingual English/Spanish
PROFESSIONAL EXPERIENCE
Wells Fargo Bank New York, NY
Personal Banker II March 2014- Present
 Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities
 The Personal Banker (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize
customer solutions
 This starts with the profiling process and extends to investments, retirement, insurance, and Wells Trade solutions
 PersonalBanker Registered (SAFE) 2s engage their Financial Advisor partners to help deliver the right solutions
for customers to succeed financially
 Special emphasis is placed on providing customers with personal financial reviews and lending service.
 In addition, Personal Banker (SAFE) 2s may reach out into the community by visiting businesses, make outbound
calls to customers,and conduct educational seminars in the community.
 The banker’s key responsibility is to identify and offer packaged product solutions, proactively provide product
solutions and services,and initiate partner referrals that meet the customer’s needs and their financial goals.
 The Personal Banker (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value
customers, ensures retention, and provides excellent service in all customer interactions.
 Consistently ensures compliance with all operational regulations, sales & service processes,policies and
procedures, and completion of compliance requirements.
 In addition provide support and coaching to tellers and other team members when required
 Carefully review and Approve large transactions including but not limited to Wire transfers,withdrawals, etc.
 Always Demonstrate excellence at managing complex customer concerns and transactions
 The Personal Banker serves as a model for the Wells Fargo Customer Experience culture while embracing
diversity and maintaining ethics and integrity.
 Analyzing current customer relationships and proactively contacting customers with recommendations to help
them achieve financial success
JP Morgan Chase Bank New York, NY
Relationship Banker / Small Business Specialist Jun 2011 – March 2014
 Promoted to small business specialist in less than two years as a relationship banker.
 Responsible of acquiring, retaining, deepen and manage relationships with our clients and with an additional focus
on small businesses.
 Responsible for generating growth in balances through the sale, marketing, promotion and referralof products
utilizing a proactive and disciplined approach.
 Outstanding ability to provide great customer experience and helping the Branch meet sales objectives
contributing to the success of the firm.
 Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial
situation; strong listening skills comfortable making outbound calls.
 Managed portfolio of customers and proactively meet with them - face to face and over the phone - to discover
their financial needs and provide product and service recommendations.
 Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the customer's
financial relationship both over the phone as well as in person.
 Understands how to present features,and benefits of products and services to customers with differing needs

2.  Self motivated, assertive, performs well in a competitive sales environment to meet sales goals
 Professional, thorough and organized; able to follow standard operating policies and procedures
 Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers
 Understand how to interpret numbers, trends and data to make effective decision
 Also partner with specialists (such as Loan Officers,Business Bankers,and Financial Advisors), to ensure our
customers get access to experts who can help them with specialized financial needs.
Sprint Preferred Retailer - Mobile City New York, NY
Store Manager Jun 2010 - Jun 2011
 Promoted from sales associate to store manager during 12-year tenure with Sprint, culminating in current
responsibility for managing all aspects of the store, achieving an outstanding customer service and employee
experience.
 Responsible for all operational functions that include hiring, scheduling, training, marketing, loss prevention and
team leadership assist.
 Responsible for opening/closing the store, cell phone/accessories sales,and customer service. Staying up to date
with new promotions and offers to increase sales and customer satisfaction.
 Managing the inventory and ordering new products and accessories from warehouse when inventory drops to a
specified level.
 Provide cell phone repair and troubleshooting services for Sprint customers. In charge of receiving and processing
credit and cash payments.
Escalona Party Imports Queens,NY
Assistant Manager Jan 2010 – Jun 2010
 Assist the manager with basic office duties and inventory management.
 Responsible for preparing and mail season catalogues to clients.
 Assist the manager with accounts receivable and new client’s discounts using QuickBooks.
 Taking merchandise orders from clients, delivering and receiving payments.
 Data entry of new merchandise into Excel, invoice organization and customer service.
 Make daily cash reports and shipping invoices.
EDUCATION
University of Technology of Santiago UTESA, Puerto Plata,DR, 2006 – 2007
Associates in Marketing – 40 credits earned