Jathaniel Seth Primus

Jathaniel Primus Personal Banker - Wells Fargo Orlando, FL-- Willing to relocate to: Orlando, FL Authorized to work in the US for any employer Work Experience Personal Banker Wells Fargo - Orlando, FL August 2014 to Present Responsibilities include satisfying clients' financial needs by helping them succeed financially. Manage customer portfolio's, service relationships and cross-sell products and services. Insurance products include life insurance, renters, home owner, and auto insurance. Credit products include investment products, lines of credit, personal loans, auto loans, business loans, business lines of credit, business and personal credit cards. Assist clients with savings and budget plans. Provide broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Ability to reach sales goals and incentives consecutively. Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve sales standards. Ability to navigate multiple computer systems, applications, and utilize search tools for day to day operations. Devote much of the day to building long term relationships with our customers, in person and by phone. While most of the job is performed in the branch, as a banker one reaches out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community. Use profiling analysis tools to identify cross sell opportunities and make outbound sales calls to increase product per customer ratio. Provide notary services. Experienced in achieving individual and team goals along with respectable communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies. Have the ability to resolve difficult customer situations effectively while delivering extraordinary customer service and ensuring the highest level of customer satisfaction. In, addition, a Wells at Work and Business Advocate dealing with local businesses presenting consumer needs assessments on business owners, management, and employees to further their overall business relationships. Customer Service Representative Askeia Corp - Vero Beach, FL March 2010 to August 2014 Responsibilities included inbound and outbound calls to clients resolving customer issues obeying all federal laws and company policies and procedures. Conducted sales negotiations with potential clients resulting in partnerships and company committee memberships. Had hands-on experience in maintaining human resource records, ensuring all equipment is in good repair at all times, and ensuring that office supplies were available as needed. Performed keyboard data entry with the verification process and entered personal customer information showing consistent strengths in customer service and interpersonal skills. Secured appointments, conducted interviews, and remained detail orientated at all times. Demonstrated trust with company clients and their secured debit and credit card information. Assisted in opening and closing operations, employee scheduling, conference calls, bank deposits, and overall organization of office. Managed ordering of supplies within budget and produced monthly renewal letters and other membership mailings. Assisted with membership reports for membership committee and board, maintaining orderly membership files, and prospective membership events. Maintained all printed materials, including program and organizational collateral, business packages, and other printed materials. Had a consistent attitude that excellent customer service delivers services or products in a way that allows the customer to access them in the most efficient, fair, and cost effective way. FL, Property Manager AR Choice Management - Vero Beach, FL January 2005 to March 2010 Responsibilities included exceeding the customer's expectations at all times. Provided aid to customers with completing purchases and transactions and made changes or updates to a customer's profile or account information, kept records of transactions and maintained databases of information. Used computer applications extensively while entering necessary customer information during each interaction. Used multiline telephone systems and routed calls directly to the most appropriate representatives and respective departments. Maintained an attitude that the ability to resolve any client's issues had the potential to be very rewarding. Monitored daily progress of multi-family and single-family sub-divisions, scheduled activities of all subcontractors to maximize productivity, and maintained both development completion schedules. Maintained project plan files and daily logbooks approved subcontractor invoices for completed work and inspections. Attended weekly meetings with project managers and office staff reviewing status of all projects. Attended meetings with subcontractors, City/County inspectors, or agency representatives to resolved issues related to projects. Walked projects with inspectors performed daily site inspections to ensure accuracy of on-going work and adherence to plan specifications and schedules. Provided high standards of excellence at all times. Honesty, integrity, and professionalism in community relations were a must. Education Bachelor's in Business Administration University of Phoenix-Online Campus - Phoenix, AZ Skills Sales (10+ years), Bank Teller, Customer Service Certifications/Licenses Notary Public January 2015 to November 2019 Additional Information I am a Wells at Work and Business Advocate dealing with local business, management, and employees.