ADRIANA JAIME
San Antonio,TX
Summary
Experienced and determined banking professional with extensive years of providing outstanding service to customers. Effective and successful at building and attaining business and client relationships. Willingness to take on new tasks, with the positivity to help cultivate continuous learning and growth.
Overview
13
13
years of professional experience
Work History
Relationship Banker III
Broadway National Bank
05.2022 - Current
- Prepared, processed, and completed customer requests for any fulfillment regarding their account(s).
- Update customer personal information in Enact and Aperio.
- Answered customer questions and inquires regarding our services and products.
- Incorporated our partners to better assist with their ever changing financial needs.
- Analyzed customers' profiles to speak to them about the different products that would contribute to their financial growth.
- Initiated daily calls to clients to introduce myself and to uncover any financial needs they may have.
- Initiated daily conversations on the platform and teller side to ensure products were sold to contribute to our monthly goal.
- Spoke to clients about our business products, wealth advisors, mortgages, commercial lending, credit cards, and the advantages of being a private bank client.
- Performed monthly alarm testing for branch, vault, and recyclers.
- Prepare alarm memos for areas that did not appear on report.
- Assisted in the rollout of DynaCore at our Shavano location. Worked closely with I.T. and operations regarding any updates to the application.
- Weekly cash ordering for the branch.
- Preparation of cash to be shipped out.
- Preparation of GL tickets for cash to be shipped in.
- Assist senior banker with safe box, GL ticket review, site checks, and night deposit review.
- Assist senior banker with audit checklist for day, week, month.
- Diligently worked to cultivate strong, growing relationships with both customers and branch partners.
- Well versed on service and product knowledge to better assist clients.
- Worked to maintain high, positive moral amongst the team, and scheduled quarterly outings for team building.
- Assisted management in resolving customer complaints/escalations via in person, email, or over the phone.
- Assisted with questions as a member of the mortgage champion team, here at Shavano.
- Presented in team huddles regarding mortgage need based conversations, operational updates, feedback and suggestions on how to initiate cold calls to clients.
- Facilitated account openings for wealth management, private bank, small business banking, and commercial partners.
- Worked alongside Talent Management as an Elite Banker with several new employees. Introduced them to our teller and platform applications. Coached them on outbound calls and how to make for a more successful response from clients, and how to document all activity in Enact for a more promising experience for the customer.
- Initiate customer calls in a prompt response time regarding loan applications, questions or concerns, or to address any issues before the problem escalated.
Sr Fraud Specialist II
JPMorgan Chase
10.2018 - Current
- Diligently researched all online activity done by customers to prevent fraudulent activity
- Work with multiple Microsoft Office programs
- Handle products such as wires, quick pays with zelle, bill payments, transfers, and payroll.
- Worked alongside manager to review incoming wires and client wire history to better prevent fraudulent activity.
- Oversaw and analyzed ample amounts of data to detect patterns of fraud.
- Presented detailed reports to management for any likely cases of wire fraud, discussed next steps, contacted customer to ask supporting questions.
- Collaborated with operations team and management to discuss current fraud trends in wire activity and online money movement.
- Contacted initiator or wire to ask more in depth questions and built on those answers to decide whether wire was valid or fraudulent.
- Compiled a detailed summary of the investigation of the wire for delivery to management.
- Worked well within team planning and discussions, providing my findings as well as support and guidance to my team.
Teller Supervisor
Firstmark Credit Union
06.2014 - 07.2016
- Oversaw all transactions and audits done by the tellers
- Conducted branch audits
- Coordinated branch meetings and goals
- Managed monthly teller quotas
- Ordered supplies
- Coached on customer service
- Followed up on loan requests
- Assisted branch operations team
- Balanced branch totals.
Receptionist
Navy Army Community Credit Union
09.2011 - 06.2012
- Performed various administrative tasks such as filing, printing, faxing, signing in members, assembling loan papers, preparing account packets, ordering supplies, sending out emails, editing members' information, creating photo IDs, and sorting incoming mail.
Education
High school diploma -
Odem High School
Odem, TXAssociate's - Nursing Science
San Antonio College
San Antonio, TX05-2022
Skills
- Microsoft office (10 years)
- Supervising (5 years)
- Team Management (5 years)
- Clerical (10 years)
- Banking (12 years)
- Secretarial (10 years)
- Customer Service (12 years)
- Typing (12 years)
- Filing (5 years)
- Inventory (6 years)
- Marketing (Less than 1 year)
- Public Speaking (10 years)
- Receptionist (5 years)
- Sales (12 years)
- Training (5 years)
- Call Center
- Fraud Prevention
- Research
- Cold Calling
- Leadership
- Presentation Skills
- Management
- Conflict Management
- Mentoring
- Administrative Experience
- Project Management
- Microsoft Outlook
- Interviewing
- Documentation review (10 years)
- Problem management (5 years)
- Organizational skills (10 years)
- Time & attendance systems (3 years)
- Lexis-Nexis (3 years)
- Enterprise software (3 years)
- Microsoft Excel (8 years)
- Medical terminology (3 years)
- Microsoft SharePoint
- Account audits
- Account closings
- Relationship building and management
- Policy development and implementation
Additional Information
15+ years of childcare experience through internships/volunteer work/daycare/city funded programs i.e. cheerleading and dance
Assessments
Working with MS Word Documents, Highly Proficient, 02/01/20, Knowledge of various Microsoft Word features, functions, and techniques.
Timeline
Relationship Banker III
Broadway National Bank
05.2022 - Current
Sr Fraud Specialist II
JPMorgan Chase
10.2018 - Current
Teller Supervisor
Firstmark Credit Union
06.2014 - 07.2016
Receptionist
Navy Army Community Credit Union
09.2011 - 06.2012
High school diploma -
Odem High School
Associate's - Nursing Science
San Antonio College
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