Jacob Reyes
Graduate at California State University of Fullerton
- Role
- Retail Relationship Banker at BMO
- Location
- Fullerton, CA, US
- LinkedIn followers
- 500 followers
About Jacob Reyes
I’m a results-driven professional with experience in finance, customer service, and leadership, passionate about delivering exceptional service and driving success. Currently, as a Retail Relationship Banker at BMO, I develop tailored financial solutions, foster client relationships, and exceed sales targets by identifying opportunities and leveraging technology to enhance the customer experience.Previously, as a Shift Manager at McDonald’s, I led teams, optimized operations, and ensured top-tier customer satisfaction in a fast-paced environment. My journey has equipped me with skills in sales, leadership, and process optimization, complemented by a Bachelor’s in Business Administration (Finance).I’m eager to connect with professionals and explore opportunities where I can make a meaningful impact while growing as a leader. Let’s connect!
Experience
Retail Relationship Banker
Sep 2023 — Present · Anaheim Hills, CA, US
Delivered personalized solutions to consumer and commercial clients, fostering relationships to achieve sales and customer service goals.• Collaborated with partners in Mortgage, Financial Advising, and Wealth Services to offer tailored financial strategies to clients.• Consistently exceeded referral and product goals, contributing to branch profitability and productivity.• Utilized digital tools to enhance client experience and streamline financial services.
Education
California State University, Fullerton
Bachelor of Arts - BA, Finance, General
Troy High School
High School Diploma, Honors
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