Wilson Ramos: Relationship Banker Manager on Duty in Rancho Cucamonga, CA
Wilson Ramos
Relationship Banker Manager on Duty
Rancho Cucamonga | United States
Skills
No information
Interests
Reading
Cross fit
And running
Summary
Activity
Projects
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Work experience
JP Morgan Chase
Relationship Banker Manager on Duty | 08/2011 - Current
• Ensured long term relationships with customers by providing outstanding service as well as developing long term financial goals and precise execution of prescribed action plans
• Analyzed the branch profit and loss to develop strategies aimed at expanding relationships that resulted in an annual overall growth of 5.8%
• Attained substantial growth in balances through sales, marketing, promotion and referral of products utilizing a proactive and discipline approach
• Systematic analysis of personal and business portfolios and the proactive engagement of applicable partners to ensure customer needs are met
• Extensive assessment of personal and business financials to determine lending eligibility
• Co-managed the recruitment, supervision, and continuous mentoring of bank professionals
• Conducted monthly and quarterly operation audits
T Mobile
Retail Sales Associate | 07/2010 - 08/2011
• Participated in various incentive programs and contest designed to support achievement of production goals
• Identified prospective customers using leads generating methods and performing an average of 15 cold calls per day
• Recommended and helped customers select appropriate phone plans and services
Education history
CSU San Bernardino
BS | 2006 - 2011
University of La Verne
MBA | 2014 - 2015
Connections
Companies (0)
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