Open to opportunities

Octavio Hernandez Jr

@octaviohernandezjr

Message

I am a bilingual financial professional transitioning into SaaS sales.

United States

Message

What I'm looking for

I’m seeking a SaaS sales or fintech role where I can drive revenue, build client relationships, apply my financial expertise, and grow within a collaborative, tech-forward team.

I am a results-driven professional with extensive experience in financial services, customer relationships, and sales performance. I have driven revenue growth, enhanced client satisfaction, and streamlined processes, and I am an award-winning sales leader recognized for leveraging technology and managing projects.

At Comerica Bank I achieved 100% of quarterly sales targets and onboarded 25 new customer accounts; at LPL I delivered financial advice to over 200 clients with a 98% first-call resolution rate; at Wells Fargo I was the Number 1 Insurance Sales Representative in the Western Hemisphere and completed over 500 debt consolidations. I’m bilingual in English and Spanish and ready to transition into SaaS sales or financial technology to bring my financial knowledge and interpersonal skills to a tech-driven team.

Experience

Work history, roles, and key accomplishments

Current

Senior Relationship Banker

Current

Comerica Bank

Jun 2023 - Present (2 years 2 months)

Achieved 100% of quarterly sales targets for credit card and loan products, onboarded 25 new customer accounts, and reduced complaints by 30% through proactive follow-ups; maintained 100% regulatory compliance during audits.

Sales Relationship Management Consumer Lending Onboarding Compliance

Associate Service Representative

LPL Financial

Aug 2019 - Jun 2023 (3 years 10 months)

Delivered financial advice to over 200 clients and achieved a 98% first-call resolution rate while processing hundreds of service requests; prepared reports and proposals that supported independent advisors in closing key deals.

Financial Advisory Client Services Call Resolution Service Request Processing Reporting CRM Regulatory Compliance

Personal Banker

Wells Fargo Bank

Feb 2014 - Aug 2019 (5 years 6 months)

Recognized as the #1 Insurance Sales Representative in the Western Hemisphere (2016) and consistently ranked in the top 5% of regional sales performers; supported branch operations to a 93% BCR compliance pass rate and completed over 500 debt consolidations.

Insurance Sales Loan Origination Compliance Client Relationship Management