Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
LANGUAGES
JVS Inspiration Award
Timeline
Generic

Gonzalo Aguilar Jr.

Los Angeles

Summary

Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Associate Personal Banker

JP Morgan Chase
03.2025 - Current
  • -Delivered personalized banking solutions to individual clients, focusing on needs-based conversations to match customers with appropriate financial products and services, including checking, savings, credit cards, loans, and investment options.
  • -Built and maintained long-term client relationships by offering exceptional customer service, resolving issues efficiently, and proactively following up on client needs.
  • -Supported branch goals by contributing to business development efforts, cross-selling Chase products, and generating referrals to specialists such as mortgage bankers, business bankers, and financial advisors.
  • -Demonstrated a thorough understanding of J.P. Morgan Chase's financial tools and systems to provide seamless account opening, servicing, and problem resolution.
  • -Participated in ongoing professional development and training to stay current with financial regulations, product knowledge, and relationship-building techniques.

Branch Manager (SAFE)

Wells Fargo Bank
08.2023 - 08.2024
  • -Led branch operations with a strong commitment to customer satisfaction.
  • -Enhanced the customer experience by resolving high-stakes issues swiftly and effectively.
  • -Drove team growth through proactive mentoring and support.
  • -Increased digital tool adoption through strategic promotion initiatives.
  • -Leveraged over 15 years of banking experience to significantly improve branch performance and customer satisfaction.
  • -Formulated and implemented strategic plans that aggressively targeted branch growth and profitability.
  • -Ensured strict adherence to SAFE registration standards.
  • -Empowered team members to elevate customer engagement and service quality.
  • -Championed coaching efforts for diverse customer segments, including affluent individuals, high net worth clients, and small businesses.
  • -Effectively monitored branch performance against key performance indicators, taking decisive corrective actions to consistently meet or exceed objectives.

Associate Branch Manager (SAFE)

Wells Fargo Bank
01.2022 - 07.2023
  • -Coached and developed a high-performing team to implement business strategies, achieve results, and drive growth.
  • -Addressed and mitigated risks to enhance both customer and employee satisfaction, supporting overall business expansion.
  • -Identified opportunities to simplify banking for customers by educating them on available digital options, increasing adoption and convenience.
  • -Evaluated and developed staff to enhance team capabilities.
  • -Increased revenue generation by identifying growth opportunities and launching targeted marketing campaigns.
  • -Championed diversity in the workplace by promoting inclusive hiring practices and fostering cultural sensitivity among team members.

Service Manager

Wells Fargo Bank
01.2016 - 01.2022
  • -Managed team performance, ensuring operational success and regulatory compliance.
  • -Led data-driven strategies, improving operational efficiency and customer metrics.
  • -Resolved customer complaints in a professional and timely manner.
  • -Met with customers to discuss service needs and offer available solutions.
  • -Hired, trained, and supervised a team of service staff members to meet business goals.
  • -Analyzed service reports to identify areas of improvement.
  • -Developed and maintained positive relationships with customers to build rapport and trust.
  • -Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.

Lead Teller

Wells Fargo Bank
03.2012 - 12.2016
  • -Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
  • -Assisted in training new tellers to ensure consistently excellent service across the team.
  • -Supported branch management in conducting audits, and demonstrating attention to detail while verifying transactional records for accuracy.
  • -Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • -Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
  • -Devised teller schedules for seamless operations.
  • -Authorized high-value transactions, ensuring protocol compliance.
  • -Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • -Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.

Teller

Wells Fargo Bank
10.2009 - 03.2012
  • -Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • -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.
  • -Assisted customers with account inquiries, resolving issues promptly and professionally.
  • -Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • -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.
  • -Educated customers on the use of banking websites and mobile apps.

Education

Diploma -

John C. Fremont High School
09.2007

Skills

  • Strategic Planning
  • Compliance Management
  • Conflict Resolution
  • Risk Management
  • Decision Making
  • Team Leadership
  • Branch operations management
  • Customer relationships
  • Attention to detail
  • Coaching and mentoring
  • Cash handling
  • Interviewing and hiring
  • Approachable
  • Revenue Growth
  • Customer Relations
  • Staff Development
  • Financial Management
  • Policy Development
  • Operational Efficiency
  • Customer service
  • Excellent time management skills
  • Excellent work ethic
  • Decision-making
  • Team player
  • Conflict resolution
  • Performance reviews
  • Relationship building
  • Branch operations
  • Customer satisfaction

Accomplishments

    The JVS SoCal Strictly Business Inspiration Award Award honors individuals who have overcome adversity to achieve a sustainable and fulfilling career path.

Certification

  • Teller Training Certificate
  • BankWorks JVS So Cal
  • Aug2009

LANGUAGES

Spanish (Highly proficient)

JVS Inspiration Award

The JVS Inspiration Award was a meaningful recognition I received for my perseverance, growth, and commitment to building a better future through career development. I was nominated by my JVS career coach, who supported me throughout my journey of overcoming personal and professional challenges. At the time, I was actively working to transition into a more stable and rewarding career path. I attended training programs, applied for dozens of jobs, and committed to improving my skills. I remained focused, even when facing setbacks. This award recognized not just my hard work, but also my resilience and the progress I made.

Timeline

Associate Personal Banker

JP Morgan Chase
03.2025 - Current

Branch Manager (SAFE)

Wells Fargo Bank
08.2023 - 08.2024

Associate Branch Manager (SAFE)

Wells Fargo Bank
01.2022 - 07.2023

Service Manager

Wells Fargo Bank
01.2016 - 01.2022

Lead Teller

Wells Fargo Bank
03.2012 - 12.2016

Teller

Wells Fargo Bank
10.2009 - 03.2012

Diploma -

John C. Fremont High School

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Gonzalo Aguilar Jr.