Jonathan Leary Email & Phone Number

Cerritos, Ca, Us

Signal Hill, California, United States

- Educate and inspire members to create and navigate through digital environments such as eBranch and the Mobile App to discover convenient and innovative ways of banking- Facilitates the branch’s spreadsheet data tracking of new members to obtain signature membership- Evaluated member information to help navigate through issues, develop enhanced solutions, and maintain relationships with high-quality service

Long Beach, California, United States

Utilized Adobe Premiere Pro and Final Cut Pro to edit films and video, insert dialogue, add music and sound effects and arrange films into sequences.Set up and managed sound equipment by utilizing microphones and recorders while maintaining sound quality reports.

Fremont, Ca

• Customizing banking services and products for high-net individuals and businesses. • Served as a client’s financial adviser in developing a wealth management plan and assist clients in mortgage, small business, and investments through referrals to business partners

-Establishing, retaining, and deepening relationships with banking center customers and potential customers to achieve team sales goals and provide quality customer service.-Resolving complex service issues or referring to appropriate associate to guarantee customer satisfaction and retention.-Providing proactive sales activities of basic products while referring more complex requests (e.g., complex small business accounts or mortgages) to an associate with more in-depth expertise.-Processing transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures.

-Primary responsibilities include, processing transactions accurately and efficiently in accordance with established policies and procedures and engaging our customers. -Connecting customers through referrals to teammates and specialists making the financial lives of our customers better. -Assist Tellers by using in-depth product knowledge to handle more complex transactions and issues.

Bachelor Of Arts - Ba, Digital Arts

Digital Media Arts - Audio Recording

Associate Of Arts - Aa, Business Administration And Management, General

Associate’S Degree, Business Administration And Management, General

Business Administration And Management, General

GE Courses