Andy Martinez

Andy Martinez

Financial Services Representative

Followers of Andy Martinez21 followers
location of Andy MartinezHackensack, 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