Jesse Silva

Experience

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  Sprint

  Jan 2012 - Jun 2014

  Sales Coordinator

  Activating and troubleshooting all wireless devicesMaintaining all wireless sales, technical issues and solutions in databasePerusing potential customers and informing them of our wireless productsMaintained strong knowledge of new wireless products, accessories, pricing plans, promotions and service features for various service providers.Performed human resource functions including recruiting, hiring, performance reviews and terminationsDeveloped sales techniques, procedures and trainingsPrepared sales projections and management reportsResponsible for managing advertising and marketing for products and servicesResponsible for purchasing wireless equipment and accessoriesParticipated in outside sales events or promotionsWorked flexible hours weekends and holidays at various locationsPerformed daily opening and closing procedures maintain store appearance and help create a positive working environmentCultivation and preservation of solid relationship with wireless partners and manufactures. Show less

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  Wells Fargo

  Jul 2014 - May 2019

  • Consistently exceeded monthly and quarterly business development objectives• Top performer in the coastal region (Customer Experience Star Award)• Maximized the depth of the client relationship by partnering with lending, insurance, and merchant service specialists.• Created strategies to strengthen client retention and expand wealth management portfolio.• Managed client accounts and provided personalized financial counseling.• Coached team of tellers to support new customer referrals for the bank.• Executed operational activities such as international and domestic wires, issuing debit cards, application of credit cards, and sales of business banking products including merchant services.• Maintained strict compliance with FDIC standards as well as actively maintained security controls to prioritize proprietary information. • Acquired, retained, and managed relationships with consumer and business clients.• Generated growth in balances through the sale of marketing, promoting, and referring products and services.• Completed and exceeded monthly goals contributing to the branch’s objectives.• Maintained a portfolio of new and existing clients to discover their financial needs and provide the best product and recommendations.• Reached out to clients and proactively met with face to face and a track record of successful cold calls.• Partnered with our specialists by referral to help ensure our clients gained access to experts that can help them with specialized financial needs. Show less Small Business Advocate for work with local small businesses and various other vendors.Resolved a variety of complex client issues and reconstruction of accounts to maintain customer relationships efficiently.Conducted audits within branch to ensure compliance with all risk management policies.Analyzed individual and wholesale clients to enhance customer relationship and meet individual needs.Delivered exceptional customer serviceRecognized consistently with Spotlight Awards from peers and managers to highlight dedication and performance.Developed strategic plan for business clientsActively promoted and sold bank products and services with a focus on building new and maintaining existing business relationships, resulted in an increased customer base.Relentlessly maintained a robust database of prospects through cold calling, networking with business owners, and working closely with internal departments, resulting in achieved set goals.Accurately analyzed customer financial information and recommended products to best serve customer and company's needs.Engaged customers to gain understanding of customer needs and identify cross sell opportunities that increased company's profitability.Sourced and sold credit, deposit, and related solutions to clients and prospectsRanked top in sales region in referrals to sales partner vendors Show less Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer.Worked closely with management to strategize sales techniques to increase branch production and customer service.Maximized on sales behaviors to increase individual consumer, business, and lending goals.Consistently recognized as top performer with balanced production in the district.Developed and retained and deepened long-term relationships with current and potential customers in the community.Trained and supported other sales associates and cross trained tellersEnsured that customer concerns were handled efficiently to maintain positive customer relationsDemonstrated confidence as an experienced loan officerUtilized strong analytical and problem solving skills to derive innovative solutions.Conduct detailed financial reviews to sell appropriate products to fit client needsLead morning huddles to optimize team approach to achieving daily sales goalsProactively contacted existing clients with recommendations to help them achieve financial success.Exceeded quarterly sales goals the last four consecutive quarters.Performed daily audit of tellers and cash vault.Advised small business clients on how to form an LLC or become incorporated.Executed customer transactions, including deposits, withdrawals, money orders and checks.Created strategies to develop and expand sales of services to existing customer. Show less

  • Relationship Banker

    Jun 2017 - May 2019

  • PB1/Business Advocate

    Dec 2016 - Jul 2017

  • Personal Banker

    Jul 2014 - Dec 2016
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  KarmaHub Inc.

  Apr 2019 - Oct 2021

  Service Relationship Manager

  • Ensuring the confidentiality and integrity of KarmaHub's information, data, and IT services. • Assessed the company’s ISMS environment and assisted in developing and creating controls, procedures, processes, and formats, risk treatments applicable to our information security eco-system, and contributed to the company’s ISO 27001 certification as well as being a key person in the audit process.• Business development - Identify client needs and ensuring they are met with relevant services, resulting in positive relationships • Procurement for communication and marketing strategies• Customer success delegate to serve clients in coordination with the IT Dept., ensure that service offerings are tailored precisely according to client’s requirements.• Communication and implementation of service level agreements and ensuring the fulfillment of its requirements. • Ensuring that premium-quality, secure and resilient designs are crafted to ensure enhanced client experience as well as providing the same insight for our internal utility tools. • Managing and maintaining a professional office environment at our Redmond Hub, ensuring that productivity will be maximized. • Managing liaison with internal global markets to ensure maximum growth. Show less

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  Fidelity Investments

  May 2023 - now

  • Planning Consultant

    May 2024 - now

  • Financial Representative

    Oct 2021 - now

  • Relationship Manager

    May 2023 - Jun 2024