Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jacqueline Suarez Mendoza

San Diego,USA

Summary

Experienced and results-driven banking professional with over 4 years of progressive experience in branch operations, client relationship management, and team leadership. Proven ability to exceed sales and service goals while maintaining compliance and high customer satisfaction. Seeking to leverage leadership, operations oversight, and problem-solving skills to contribute as a Branch Operations Supervisor Associate.

Overview

4
4
years of professional experience

Work History

Branch Relationship Banker II, Officer

California Bank & Trust
San Diego, USA
08.2023 - Current
  • Deliver full-service banking with a focus on personalized client relationship management, sales, and service.
  • Perform responsibilities across teller line, new accounts, consumer/small business loans, Treasury Management enrollments, and complex customer service issues.
  • Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
  • Regularly act in a supervisory role, covering for Branch Service Manager when absent.
  • Mentor and train new employees on bank procedures and policies.
  • Achieved and exceeded deposit, loan, and fee income goals.
  • Completed internal Champions Program ahead of schedule.

Client Service Associate (CSA)

California Bank & Trust
San Diego, USA
04.2022 - 08.2023
  • Accurately processed cash transactions and managed ATM and vault operations as sole custodian, maintaining zero losses.
  • Delivered client-centric solutions and performed account maintenance, new account openings, and problem resolution.
  • Identified cross-sell opportunities and supported clients with tailored banking products and services.

Associate Banker

JPMorgan Chase
San Diego, USA
03.2021 - 03.2022
  • Greeted and assisted clients with transactions and digital banking services, while educating them on self-service options.
  • Supported account openings, updated client information, and ensured operational excellence in cash handling.
  • Maintained professionalism and high customer satisfaction in a fast-paced, team-oriented environment.

Education

High School Diploma -

Crawford High School
San Diego, CA
01-2017

Skills

  • Banking System: Bancs, NAOP, Aviva, Power BI, and Salesforce
  • Microsoft Office: Word, Excel, and Outlook
  • Risk, KYC & AML Compliance
  • Financial Transaction Monitoring
  • Cash Handling & Reconciliation
  • Workflow & Process Optimization
  • Branch Operations Management
  • Team Leadership & Staff Development
  • Conflict Resolution
  • Strategic Decision-Making
  • Exceptional Customer Service
  • Relationship Building
  • Compliance Oversight
  • High Integrity and Professionalism
  • Adaptability in Fast-Paced Environments

Languages

Spanish
Native/ Bilingual
English
Native/ Bilingual

Timeline

Branch Relationship Banker II, Officer

California Bank & Trust
08.2023 - Current

Client Service Associate (CSA)

California Bank & Trust
04.2022 - 08.2023

Associate Banker

JPMorgan Chase
03.2021 - 03.2022

High School Diploma -

Crawford High School

Similar Profiles

CREATE PROFILE