Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Alejandra Ontiveros

San Antonio

Summary

Dynamic Relationship Banker at JPMorgan Chase with a proven track record in client relationship management and regulatory compliance. Expert in identifying financial needs and delivering tailored solutions, while fostering long-term customer loyalty. Skilled in effective communication and technology utilization, ensuring exceptional service and satisfaction in fast-paced environments.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
San Antonio
10.2016 - Current
  • Maintained customer data confidentiality while inputting information into system.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
  • Conducted comprehensive financial needs assessments to offer tailored banking products and services.
  • Assisted clients with estate planning and wealth management services, ensuring financial security.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Built long-term relationships with customers by providing personalized service and support.
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
  • Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
  • Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.

Bartender

Rusty Nail
San Antonio
03.2021 - 11.2021
  • Prepared cocktails from bar recipes and served wine, draft and bottled beer.
  • Carefully inspected identification of customers to verify age requirements for purchase of alcohol.
  • Provided drink suggestions to customers based on their preferences.
  • Maintained knowledge of bar and menu options to prepare drinks and make food recommendations.
  • Effectively multitasked within fast-paced environment.
  • Measured and mixed house ingredients to prepare both custom and menu drink orders.
  • Managed accurate bar tabs and processed cash and credit card transactions.
  • Upsold customers from shelf to premium brands to help boost sales.
  • Monitored guests' alcohol consumption levels to prevent over-intoxication or underage drinking.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Manager

Peter Piper Pizza
San Antonio
04.2008 - 06.2017
  • Monitored staff performance and addressed issues.
  • Scheduled interviews for potential candidates and conducted reference checks prior to hire.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Managed time effectively to ensure tasks were completed on schedule and deadlines were met.

Education

High School Diploma -

Thomas Jefferson High School
San Antonio
06-2009

Skills

  • Customer service
  • Regulatory compliance
  • Client relationship management
  • Product knowledge
  • Technology utilization
  • Effective communication
  • Fraud detection
  • Time management abilities
  • Cash handling
  • Employee motivation
  • Active listening
  • Relationship building and management

Certification

  • Series 6
  • Series 63
  • Life Insurance

Languages

Spanish
Native/ Bilingual

Timeline

Bartender

Rusty Nail
03.2021 - 11.2021

Relationship Banker

JPMorgan Chase
10.2016 - Current

Manager

Peter Piper Pizza
04.2008 - 06.2017

High School Diploma -

Thomas Jefferson High School

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