Job Search Status
Open to workDesired start date: Open to discussion
Open To Work
Jatzia Morales
Saint Louis
Work Preference
Summary
Consulting professional with strong track record in delivering impactful business solutions. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.
Overview
10
10
years of professional experience
Work History
Client Relationship Consultant
US Bank
06.2024 - Current
- I continued my banking career at US Bank with a similar title as I held at Commerce Bank. With quotes to hit we have to make sure to dig deeper with every customer interaction to see if there was any product that the client would be able to benefit from.
Personal Banker
Commerce Bank
11.2023 - 05.2024
- Turned a regular teller interaction into a deeper financial review to make sure we were helping in any financial need that the client might have. Achieved my monthly sales quotas every month.
Executive assistant
Chico’s Construction
01.2023 - 11.2023
- Manage all necessary translating, source and contact potential clients, create and submit invoices, facilitate project updates and notifications. Ensure permits are applied for and acquired, enforce local guidelines.
Special Finance Manager/Product Specialist
Lou Fusz Automotive, O’Fallon, MO
05.2018 - 01.2023
- Obtained approvals for all clients, confirmed all program inventory was up to date, acquired marketing analytics to ensure maximum exposure. Maintained compliance with all local and federal laws and guidelines and processed all paperwork pursuant to company and lender requirements. Greet and engage all potential clients, assist in test drives, demonstrate all relative features, prepare clients for finance turnover and monitor monthly sales goals and quotas.
Trainer/Sales Representative
KG Premier, Bridgeton, MO
02.2016 - 05.2018
- Managed client expectations and assisted clients with billing queries. Reviewed portfolios assisted with upgrades and upsells. Trained on all devices (upcoming, current and discontinued), facilitated and handled interviewing, hiring, and training for all employees.
Education
High School Diploma - General Studies
Pattonville High School
12.2015
Skills
- Multitasker
- Bilingual
- Team player
- Self driven
- Ambitious
- Problem solving
- Organized
- Leadership
- Attention to detail
- Team leadership & development
- Client relationships
LANGUAGES
Fluent in English and Spanish.
Timeline
Client Relationship Consultant
US Bank
06.2024 - Current
Personal Banker
Commerce Bank
11.2023 - 05.2024
Executive assistant
Chico’s Construction
01.2023 - 11.2023
Special Finance Manager/Product Specialist
Lou Fusz Automotive, O’Fallon, MO
05.2018 - 01.2023
Trainer/Sales Representative
KG Premier, Bridgeton, MO
02.2016 - 05.2018
High School Diploma - General Studies
Pattonville High School
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