Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Hector Jordan

Gordonsville

Summary

Motivated Senior Client Advocate and Subject Matter Expert with extensive experience in the banking industry. Academy Proctor and Client Advocate with over three years expertise in managing and mentoring teams of client service reps in fraud protection. Consistently acknowledged for providing exemplary results while working with other supervisors and team managers. Knowledgeable resource who is committed to resolving issues with clients and interdepartmental personnel. Leverage exemplary skills in project management, analytics and fraud pattern detection, with proven results evidenced by receiving the Pinnacle Award for the last two consecutive years, which is given to the top one percent of Financial Center Leaders across the nation.

Overview

32
32
years of professional experience

Work History

Sales Consultant

Flow Mazda
03.2025 - Current
  • Serve as primary point of contact as a Mazda brand ambassador, guiding customers through the vehicle selection, financing, and delivery process
  • Achieve monthly sales goals through expert product knowledge and relationships-driven service
  • Maintain long-term client relationships, follow up on leads, and generate repeat/referral business
  • Utilize CRM tools to manage pipeline and ensure timely communication

Professional Development & Career Planning

Self-Directed
08.2024 - 03.2025
  • Transitioned out of financial services to pursue long-term career goals
  • Completed training in customer relations and sales wile exploring opportunities

Officer, Interim Senior Client Advocate

Bank Of America
03.2024 - 08.2024

• Since assuming the role, improved team performance from not meeting, to meeting and exceeding goals well above 104% month after month

• Consistently exceeded the site’s client care goals by providing world class service with substantial survey scores

• Strengthen team performance and productivity by training and inspiring

team members

• Collaborate with management and staff resulting in improving teams' metrics across the board

• Train and supervise employees to promote overall productivity and consistent service

• Handle escalated customer service concerns to preserve customer satisfaction

• Train team mates to properly and compassionately interact with clients while following policy and procedures

Officer, Fraud CSR & Subject Matter Expert

Bank Of America
06.2020 - 03.2024

• Subject Matter Expert assisting multiple teams by mentoring best practices with complex situations

• Academy Coach and Proctor for new hire and up-skilled agents

• Deliver extraordinary customer service on inbound calls in fast-paced environment

• Lead in continuous team improvement by providing suggestions, and engaging in problem-solving activities to support teamwork

• Recognized for outstanding achievements by management through multiple awards and bonuses

• Often recruited by management to provide training to team in best practices based on being top performer in exceeding metrics and goals

• Perform duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe and ethical working environment

Banking Associate

Bank of America
01.2018 - 06.2020
  • Processed high-volume transactions—including deposits, withdrawals, loan payments, and fund transfers—with 100% accuracy, while ensuring precise ATM loading, replenishment, and reconciliation of discrepancies
  • Delivered outstanding customer service by resolving account issues and educating clients on bank products, resulting in a 15% increase in customer satisfaction scores
  • Performed end-of-day audits and reconciliations, ensuring compliance with bank policies and regulations with zero discrepancies
  • Exceeded cross-selling goals by recommending banking products and services, contributing to a 10% growth in branch revenue

Sales Consultant

CarMax
11.2016 - 12.2017

• Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction

• Pursued existing and potential customers by phone, email and text message to generate leads and close sales

• Achieved high sales percentage with consultative, value-focused customer service and problem-solving skills while increasing sales by 10% annually

• Received recognitions and numerous awards for exceeding sales goals in timely manner while delivering excellent customer service

Master Personal Trainer

LA Fitness
06.2011 - 11.2016

• Designed specific workout and diet systems for individual clients based on performance ability while actively managing over 50 clients per week

• Developed, planned and led personal and group fitness sessions as well as well-known specialty fitness programs

• Educated exercise modifications and contraindicated movements to participating clients with history of injury

• Motivated and inspired clients to improve their overall fitness and health by focusing on mind and body connection

Office Manager & Accounts Payable Manager

Sterling Service, Inc
05.1993 - 06.2011

• In charge of running all aspects of Accounting Department, which included Accounts Payable, Accounts Receivable, and Collections

• Conducted all bookkeeping, which included processing checks, entering vouchers, bank deposits, credit card sales, filing of sales tax, reports and monthly closing

• Oversaw all aspects of Accounts Receivables, which included processing invoices, running journals, aging reports, monthly closing, and collections on overdue accounts

• Performed all aspects dealing with Human Resources, such as processed payroll through ADP, maintained company manual, hired new employees, handled customer complaints, as well as managed employee benefits, health insurance, health savings accounts and retirement plan

• Initially hired as Customer Service Representative; after two years promoted to Service Manager; at fourth year promoted to Office Manager

Education

Personal Fitness Trainer Certification -

AAAI-ISMA
International Sports Medicine Association
11.2012

Associate of Arts - General Studies

East Los Angeles College
Los Angeles
06.1997

Skills

  • Leadership
  • Management
  • Subject Matter Expert
  • Classroom and Exam Proctoring
  • Employee Training and Development
  • Data Analysis and Report Generation
  • Exceptional Multitasking and Time Management
  • Account Analysis Expertise
  • Regulatory Compliance and Risk Management
  • Fraud Detection and Risk Analysis
  • KYC/AML Compliance
  • Quality Control
  • Sales Strategy and Cross-Selling
  • Effective Communication
  • Working Collaboratively
  • Bookkeeping and Financial Record Management
  • Microsoft Office Suite
  • Strong Computer Skills
  • Cash Handling & Reconciliation
  • Customer Service

Languages

5,5

Timeline

Sales Consultant

Flow Mazda
03.2025 - Current

Professional Development & Career Planning

Self-Directed
08.2024 - 03.2025

Officer, Interim Senior Client Advocate

Bank Of America
03.2024 - 08.2024

Officer, Fraud CSR & Subject Matter Expert

Bank Of America
06.2020 - 03.2024

Banking Associate

Bank of America
01.2018 - 06.2020

Sales Consultant

CarMax
11.2016 - 12.2017

Master Personal Trainer

LA Fitness
06.2011 - 11.2016

Office Manager & Accounts Payable Manager

Sterling Service, Inc
05.1993 - 06.2011

Personal Fitness Trainer Certification -

AAAI-ISMA

Associate of Arts - General Studies

East Los Angeles College
Hector Jordan