Jessica Diego
Aurora
Summary
Dedicated professional skilled in financial services, with strong organizational abilities and critical thinking. Track record of expanding client base and improving operational efficiency to support business growth.
Overview
15
15
years of professional experience
Work History
Financial Relationship Banker
Huntington National Bank
2852 W 95th St Naperville, IL 60564
04.2019 - Current
- Engaged with clients on a daily basis to provide updates and support related to loans, lines of credit, and account status.
- Led daily huddles to align team objectives and address operational challenges.
- Guided new team members through onboarding procedures to promote a smooth transition into the organization.
- Utilized Salesforce to streamline sales operations and improve data accuracy for informed decision-making.
- Initiated and managed daily outbound calls targeting potential clients to expand market reach.
- Facilitated monthly meetings with partners to enhance collaboration and strategic alignment.
- Participated in monthly meetings with district manager to discuss operational updates and initiatives.
- Executed policy guide protocols to maintain organizational standards and mitigate risks.
- Monitored and analyzed banking products and industry trends to deliver expert client advice.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Enhanced cross-selling effectiveness by proactively identifying client needs and recommending tailored financial solutions.
- Cultivated strong customer relationships by providing tailored advice and services.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Met with members to understand goals and recommend solutions to fit specific needs.
Sales Representative
Magnum Insurance Agency Inc.
700 E New York St
10.2017 - 03.2019
- Developed tailored insurance solutions aligning with client needs and industry standards.
- Analyzed policy performance data to refine offerings and maximize profitability for clients.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Cultivated deep understanding of product features to answer questions and overcome objections.
- Streamlined sales process, reducing time from lead to close.
Team Leader Manager
Taco Bell
1204 N Lake St
09.2011 - 03.2017
- Led team in delivering exceptional customer service during peak hours.
- Streamlined inventory management processes, reducing waste and improving efficiency.
- Implemented scheduling systems to optimize labor costs while maintaining service standards.
- Mentored staff on operational procedures, fostering a culture of continuous improvement.
- Ensured compliance with health and safety standards within the restaurant environment.
- Led employee relations through effective communication, coaching, training, and development.
- Stayed calm, collected and logical during stressful moments to identify and implement optimal solutions.
Education
High School Diploma -
East Aurora High School
500 Tomcat Ln Aurora, IL 60505Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Teller support
- Creative thinking
- Financial planning
- Loans
- Business development
- Community relations
- Loan origination
- Resourcefulness
- Organizational skills
- Critical thinking
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Relationship Banker
Huntington National Bank
04.2019 - Current
Sales Representative
Magnum Insurance Agency Inc.
10.2017 - 03.2019
Team Leader Manager
Taco Bell
09.2011 - 03.2017
High School Diploma -
East Aurora High School