Jacinda Garcia
San Antonio,TX
Summary
Innovative Business Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
12
12
years of professional experience
Work History
Business Relationship Manager I
JPMorgan Chase & Co.
09.2022 - Current
- Acquire, manage and retain a portfolio of business clients with revenues of $1-5 million.
- Provide cash management solutions and business lending opportunities.
- Identify and pursue potential new business clients to acquire new business relations.
- Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote solutions that ensure the profitability of the portfolio.
- Boosted customer satisfaction through timely resolution of issues and proactive communication.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Provide leadership by actively supporting assigned branches and protecting the firm with sound risk management protocols and regulatory adherence.
Small Business Consultant
Bank Of America
03.2020 - 09.2022
- Responsibly manage small business portfolio of approximately 1,000 clients.
- Continuous outreach to result in appointment setting for a holistic review of their business needs.
- Provide access to credit options that can improve business cash flow.
- Discuss in-depth solutions with bank-related products and services.
Relationship Manager
Bank Of America
05.2017 - 03.2020
- Build relationships to gain in-depth knowledge of clients' life priorities and effectively position products and services
- Responsibly grow the business by achieving revenue goals as reflected in respective role scorecards
- Execute expected behaviors and adoption of best practices to drive sustainable growth
- Drive a culture of client care to achieve client satisfaction goals in every financial center and ensure clients benefit from a differentiated experience, are taken care of, and gain my trust
- Exceeded deposit balance growth and revenue goals for 2nd Quarter 2019 at approximately 150+ % to goal.
Relationship Banker
Bank Of America
05.2016 - 05.2017
- Build relationships with every personal encounter at the financial center, as well as guide my clients with recommendations that can contribute to helping their financial lives become more convenient
- Labeled as the mobile ambassador who concentrates on helping clients with access to financial information electronically and explained benefits
- Recognized as a top performer in the nation for 2 Quarters while in role
- Host daily huddles for the team and debrief at the end of the day
- Champion for regulatory and compliance to ensure every associate was prepared for audit.
FINANCIAL CENTER CLIENT SERVICE REPRESENTATIVE
BANK OF AMERICA
07.2015 - 05.2016
- Perform transactions, present offers meanwhile always attempting to build a strong relationship with clients
- File reports when necessary and engaging point of sale by informing customers of convenient ways of banking.
J.P. MORGAN CHASE BANK
01.2012 - 07.2015
- Refer possible opportunity sales, file reports when needed, balance at the end of shift, replenish cash dispensers, balance vault when necessary, audit ATMs and tellers.
Education
BACHELOR OF ARTS - BUSINESS ADMINISTRATION
ASHFORD UNIVERSITY
08.2020
ASSOCIATE OF ARTS - BUSINESS ADMINISTRATION
SOUTH TEXAS COLLEGE
05.2016
Skills
- Relationship Building
- Portfolio Growth
- Consultative Selling
- Teamwork and Collaboration
- Networking
- Strategic selling
Position
Business Relationship Manager I
Vitals
14614 Vance Jackson Rd, Apt 6208 San Antonio Texas, 78249
Honors Societies
- Kappa Beta Delta Honor Society at South Texas College
- Alpha Sigma Lambda Honor society at Ashford University
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Business Relationship Manager I
JPMorgan Chase & Co.
09.2022 - Current
Small Business Consultant
Bank Of America
03.2020 - 09.2022
Relationship Manager
Bank Of America
05.2017 - 03.2020
Relationship Banker
Bank Of America
05.2016 - 05.2017
FINANCIAL CENTER CLIENT SERVICE REPRESENTATIVE
BANK OF AMERICA
07.2015 - 05.2016
J.P. MORGAN CHASE BANK
01.2012 - 07.2015
BACHELOR OF ARTS - BUSINESS ADMINISTRATION
ASHFORD UNIVERSITY
ASSOCIATE OF ARTS - BUSINESS ADMINISTRATION
SOUTH TEXAS COLLEGE