Jonatan Gil Email & Phone Number

Seeking a challenging, long- term, career advancement opportunity. Highly motived professional with substantial sales experience in the Financial Services industry. Experienced working in fast-paced environments demanding strong organizational, subject matter expert, technical and interpersonal skills. Positive, energetic team-playerwith exceptional oral and written communication skills. Self- starter with a thorough understanding of financial and accounting concepts . Certified bilingual agent in Spanish.

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  Customer Success Specialist 3 Business Banking Sales

  Wells Fargo

  Dec 2019 - Present - El Monte, California, United States

  Responsible for the evaluation and approval of new account applications for checking and savings accounts, ensuring adherence to regulatory standards is maintained. Key responsibilities include conducting comprehensive assessments of applications to determine eligibility for account opening, conducting thorough due diligence research on businesses using Secretary of State databases and confirming addresses, initiating outbound calls to principal business owners to authenticate and validate… Show more Responsible for the evaluation and approval of new account applications for checking and savings accounts, ensuring adherence to regulatory standards is maintained. Key responsibilities include conducting comprehensive assessments of applications to determine eligibility for account opening, conducting thorough due diligence research on businesses using Secretary of State databases and confirming addresses, initiating outbound calls to principal business owners to authenticate and validate application information, update any necessary details, review product specifications and disclosures, and assist clients in completing DocuSign forms. Additional responsibilities include processing applications, assessing approval status, collaborating with the subsequent team to expedite account opening and ensure a seamless customer experience, addressing inbound customer inquiries regarding application status, and providing guidance on the application process, as well as arranging for debit cards for newly established business accounts when necessary. Show less