Jaime Bustillos Email and Phone Number

Advises a company on how to create and implement marketing strategies to promote their business. Their main duties include identifying the organization's marketing goals, creating various marketing recommendations

Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendationsMeet needs of high net worth individuals looking to manage at least $250,000+ in assets.Advised customers on bank products, services and financial planning options.Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needsMeet or exceeded sales goals by promoting bank products and services in every interaction.Achieved or exceeded personal sales goals on consistent basis.Adhering to policies, procedures, and regulatory banking requirementsLicensed Relationship BankerLicensing Securities Industry Essential (SIE) exam, FINRA Series 6, 63, and insurance license 215 License

Helped customers open and close accounts, apply for loans and make sound financial decisions.Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.Increased teller efficiency by developing and implementing improved service methodsPerformed cash and check balancing to verify all daily and monthly cash accounts for accuracy.Developed highly effective teams to support branch operations and cultivate customer satisfaction.

Analyzed customer needs and provided best options, upselling products and services.Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.Engaged customers and provided high level of service by carefully explaining details about documents.Health, life, and annuitiesClosing sales filling out online applications in compliance with state and local laws andcooled calling215 Insurance License

Entered member transaction data into online banking software. Processed cash withdrawals.Researched and resolved customer issues on personal savings, checking and lines of credit accounts.Adhered to financial services security and audit procedures.Cash managing skills new build branches ($250,000-$1,000,000) Balanced daily cash deposits and vault inventory with zero error rate.

Educated guests on daily specials and appetizers, entrees, desserts and other menu items.Satisfied customers by topping off drinks and anticipating condiments, napkins and other needs.Greeted customers, answered questions and recommended specials, wine and desserts.Prepared salads, appetizers and set up garnish stations to assist kitchen staff.