Daniel Soria-Galvarro
1850 SW 122nd Ave Apt 502, Miami, FL 33175 • Cell:- •-
Professional Summary
Driven Customer Service and Sales Professional, committed to providing world class
customer service, uncovering needs, solving problems, and exceeding expectations. Possesing
over 10 years of e xperience in providing exceptional customer service, and a p
roven track
record of producing p
rofit for the firm. Described as Self Motivated, Self-Disciplined,
Dependable, Enthusiastic, T
eam Player, Highly Organized, and possessing exceptional
Technical skills and Soft Skills necessary to be a valuable member of the team. Passionate in
helping the firm soar to new heights, by being a highly driven individual, who works w
ell
with others, and is f ocused on client experience.
Skills
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10+ Years of Experience specifically
in Customer Relations and Sales.
Strong Computer Skills, and Time
Management.
Self Driven, and Self Motivated with
the ability to f ocus and complete tasks
and e xceed expectations
World Class Customer Service,
recognized by many awards,
accolades, and client testimonials
Experience working with High Net
Worth Individuals, Executives,
Entrepreneurs, and Core Customers.
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Top Performer- year over year
Multilingual-English, Spanish, and
Portuguese
Securities Licenses, 6, 63, and 214
Sales-Outbound/Inbound Calling
SalesForce Experience
Sales-Consultative Selling
Team Leader Experience
Sales-Outside Business Acquisition
Networking, Lead Generation
Ability to work with team & Send
Referrals
Work History
Business Card- Customer Support Specialist, 06/2011 to 09/2013
JP MORGANCHASE & CO – Heathrow, Florida
As a Customer Support Specialist, play an integral role of assisting the bank reduce losses and
maintaining positive life long relationships with our clients. My role is to provide excellent
customer service and be a client adviser, assisting clients to bring their accounts current and
finding solutions that would put the client in a better financial standing. I have experience
initiating an average of 150-300 outbound calls a day, and being successful in reaching clients,
establishing rapport, listening to clients needs, tailoring solutions to solve financial problems,
and building a positive relationship with the clients. I have been recognized with numerous
awards for providing outstanding customer experience, and also have been recognized for
excellence in achieving strong financial marks. I have proven experience in having the ability to
deal with difficult situations where I demonstrate skills of e mpathy, professionalism, problem
solving, and strong communication skills on a daily basis to enhance the c ustomer experience.
Licensed Personal Banker (SAFE), 1 0/2013 to 08/2015
Wells Fargo Bank, N.A./ Wells Fargo Advisors, LLC – Altamonte Springs/ Miami, Florida
As a Licensed Personal Banker my top priority is building rapport, engaging our customers,
and be a trusted financial adviser that can offer them financial solutions to help them succeed
financially. In this role, I am fulfilling my personal goal of helping people in my community
succeed financially. Not only is there a duty as a trusted financial adviser to help customers in
the banking location, but also to be able to reach out to the community and a cquire business.
My daily tasks include assisting clients in the branch, but also reaching out to clients on a
consistent basis over the phone. As the W
ells at Work Champion, it's my responsibility to
create and enrich relationships with all the b
usinesses in the community. I have demonstrated
the ability to lead the team, and have been the Wells at Work Champion for my whole duration
at the springs store. Leading in the district in outside acquisition. I have consistently been a
top performer in the district, and e xceeded sales goals. Having high accolades in, Customer
satisfaction, Credit card and Loan volume, and partner referrals in addition to overall strong
sales performance.
Relationship Banker, 0 8/2015 to Current
JP MORGANCHASE & Co/ J.P. MORGAN SECURITIES LLC – Coral Gables, FL
As a Relationship Banker, my role consists of being an integral part of the Chase Private Client
Team. Providing customer service to our high net worth and high balance customers, reaching
out to this clients over the phone on a consistent basis, and deepening their relationships by
acquiring more of their financial portfolio. I am assigned a book of business, and my role is to
reach out to this clients, build trust and rapport, and be able to positively influence our clients
in achieving their financial goals. I have been recognized numerous times for excellent
customer service, and I have been a strong performer. Recently, being recognized for being in
the top 5 relationship bankers in the Miami Central District for year 2017. I am passionate
about building relationships with clients and being able to uncover opportunities and tailor
solutions to help clients succeed financially.
Education
Associate of Arts: Finance
Miami Dade College - Miami, FL
Series 6 securities license: Finra Series 6 Series 63 securities license: Finra Series 63 214 Life and Variable: 214 Life and Variable Annuity agent license -
Awards
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Acknowledged by Jamie Dimon, C.E.O of JPMORGAN CHASE BANK, N.A. for
exceptional customer service.
Top 5 in the Nation for Investment Asset Volume 1.1 Million quarter 3 2015,
Westchester Branch-Wells Fargo Bank, N.A.
Top 5 in Miami Central Relationship Banker in year 2017- JPMORGAN CHASE BANK
Leader of the outside acquisition program in branch (Wells at Work Champion)
Numerous Customer Service Awards, and Client Testimonials.
