Ernesto Magallanez Email & Phone Number

Los Angeles, California, United States

Greater Los Angeles Area

- Work with high value clientele to uncover investment and insurance opportunities while simultaneously working to grow banking relationship as a whole.-Provided high level of customer service to ensure future customer satisfaction.-Created partnerships within branches while coaching team members on how to best work with and uncover high value relationships.-Worked along side partners such as Financial advisors, Payroll Reps, Mortgage Loan Officers, Private Bankers… Show more - Work with high value clientele to uncover investment and insurance opportunities while simultaneously working to grow banking relationship as a whole.-Provided high level of customer service to ensure future customer satisfaction.-Created partnerships within branches while coaching team members on how to best work with and uncover high value relationships.-Worked along side partners such as Financial advisors, Payroll Reps, Mortgage Loan Officers, Private Bankers, Merchant Reps to better help clients in all financial needs.-Created a vast book of business and initiated cold calls to potential high value individuals including business clients to open conversations regarding financial needs Show less

West Hollywood

-Meet new small business acquisitions goals in commercial lending.-Enroll business clients in payroll, merchant and insurance services to meet quarterly goals.-Weekly business hubs to track sales and quality standards.

Hollywood

-Nominated for Wells At Work Program Manager.-Met new credit lending goals. -Acquiring strong referrals by uncovering new opportunities within existing and new clientele.

East Hollywood

-Served clients in account maintenance and new account openings. -Maintained and exceeded new account acquisition goals. --Assisted clients with any issues on accounts and product education.

Brea

- Assigned tasks to employees, tracked progress, updated management, and my partners while working with clients.-Part of an escalation team to cover the regions department of 2,500 employees. -Was assigned clients that had escalated issues pertaining to their credit accounts that have exceeded the abilities of the managers.-Accountable to 1M in loans and 200 cross sell products monthly to meet sales goals.