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Andy Martinez

Financial Services Representative

21 followers

Hackensack, New Jersey, United States

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Timeline
About me
Business relationship manager at Chase
Education
- Berkeley College
  2014 - 2017
  Bachelor of Business Administration - BBA 3.2
Experience
- TD
  Jun 2014 - Aug 2017
  Financial Services Representative
  ake residential mortgage loan applicationsSell and cross-sells insurance products to new and existing CustomersResponsible for meeting or exceeding specific individual sales goalsProvide exceptional customer service by meeting all Customer demandsProvides referral and product training to non-licensed branch employees and others as needed
- Santander Bank, N.A.
  Jun 2017 - Jun 2018
  Relationship Banker
  Acquire, manage, retain meaningful relationships with customersUsing my financial knowledge to offer thoughtful solutions to help address customers financial needsManaging assigned customers and proactively meeting with themPartnering with Specialists (Financial Advisors, Mortgage Bankers and Business Managers) to connect clients to experts who can help them with specialized financial needsProspecting by making outbound phone callsUtilizing the Explore process identify opportunities and uncover needs Show less
- Chase
  Jun 2018 - now
  - Business Banking Relationship Manager
    Feb 2022 - now
  - Private client banker
    Jun 2018 - now
Licenses & Certifications
- Notary Public
  National Notary Association