Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Alexander Vasquez

Saint Johns

Summary

Professional banker with substantial experience in financial services, relationship management, and customer satisfaction. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Skilled in client consultations, transaction processing, and compliance with financial regulations. Reliable, results-driven, and equipped with solid background in banking operations and customer service.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Associate Banker-ME

JP Morgan Chase
08.2023 - Current
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Met with customers to assess needs, financial status, and eligibility.
  • Collaborated with cross-functional teams to develop and implement AML/KYC policies and procedures, ensuring regulatory compliance.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained detailed records of all investigations conducted, providing valuable data for trend analysis and future case management efforts.
  • Managed complex cases involving identity theft, credit card fraud, and other forms of financial crime, resulting in successful resolution for affected customers.
  • Reduced fraudulent activities through continuous monitoring of financial transactions and customer behaviors.
  • Educated staff members on best practices for identifying and preventing fraudulent activities, fostering a culture of vigilance within the organization.
  • Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
  • Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.

Financial Representative

Fidelity Investments
12.2022 - 08.2023
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Support Financial Advisors with appointments to meet with clients.
  • Generate valuable conversations to identify investment opportunities to meet with Financial Advisor.
  • Mentored junior team members, helping them develop essential skills for successful careers in the investment field.
  • Analyzed financial statements, bank records, and government databases to identify fraud and other instances of financial crimes.

Associate Banker

JP Morgan Chase
04.2018 - 08.2022
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.

Commercial Parts Professional

Advanced Auto Parts
08.2015 - 01.2018
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Handled inbound and outbound calls with commerical clients.
  • Performed parts inventory.

Sales Associate

Babies R Us
09.2014 - 04.2015
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Assembled baby crib and furniture for presentation.

Education

Miami Dade College
Miami, FL

High School Diploma -

Hialeah Miami Lakes Senior High
Miami, FL
05-2013

Skills

  • Bilingual
  • Transaction processing
  • Regulatory compliance
  • Fraud detection
  • Customer onboarding
  • Relationship management
  • Financial analysis
  • Problem resolution
  • AML procedures
  • KYC procedures

Certification

Notary Public State of Florida

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Associate Banker-ME

JP Morgan Chase
08.2023 - Current

Financial Representative

Fidelity Investments
12.2022 - 08.2023

Associate Banker

JP Morgan Chase
04.2018 - 08.2022

Commercial Parts Professional

Advanced Auto Parts
08.2015 - 01.2018

Sales Associate

Babies R Us
09.2014 - 04.2015

Miami Dade College

High School Diploma -

Hialeah Miami Lakes Senior High
Alexander Vasquez