Summary
Overview
Work History
Education
Skills
Timeline
Generic

JACQUELINE SOTO SERNA

Chicago,IL

Summary

Accomplished banking professional specializing in operations, cash management, and client relations. Proven leadership in mentoring staff, ensuring compliance, and delivering exceptional customer service while consistently achieving sales targets.

Overview

6
6
years of professional experience

Work History

Assistant Branch Manager, Operations

Vicinity Credit Union
Chicago, Illinois
02.2026 - Current
  • Oversaw cash management, balanced the vault, and prepared audits to ensure operational integrity.
  • Ensured compliance with bank policies, procedures, and federal banking regulations to maintain operational standards.
  • Mentored branch staff, providing coaching that improved performance and elevated customer satisfaction.
  • Performed independent underwriting assessments to determine loan eligibility and ensure adherence to lending guidelines.Reviewed loan documents for accuracy prior to approval or denial decisions.
  • Created reports on daily deposit activity, teller cash levels, ATM balancing results, loan originations and other key metrics for executive review.
  • Resolved escalated customer complaints in a timely manner while maintaining excellent customer relations.

Relationship Banker

BANK OF AMERICA
Chicago, USA
05.2020 - 02.2026
  • Developed and deepened relationships with clients and institutions by showcasing Bank of America's offerings to help clients achieve their financial goals.
  • Maximized banking center sales and enhanced customer experiences by identifying and addressing client needs through strategic connections.
  • Collaborated with partners to make quality referrals, enabling clients to save, borrow, and invest for their futures.
  • Walk clients through our award winning application positioning the value of digital banking.
  • Opened and staffed the first Chicago advanced center at the new company headquarters.

Education

Some College (No Degree) -

Harold Washington College
Chicago, IL
07-2026

Skills

  • Bilingual (English/Spanish)
  • Notary Public
  • Underwriter
  • Audit Preparation
  • Branch operations
  • Cash Management
  • Sales Strategy
  • Customer Service

Timeline

Assistant Branch Manager, Operations

Vicinity Credit Union
02.2026 - Current

Relationship Banker

BANK OF AMERICA
05.2020 - 02.2026

Some College (No Degree) -

Harold Washington College
JACQUELINE SOTO SERNA