Jacquelyn Demarzo
Senior Client Advisor
Port St Lucie,FL
Summary
Experienced Client Advisor with a decade of expertise in delivering comprehensive financial solutions. Demonstrated success in providing exceptional client service, effectively managing critical deadlines, and leveraging strong banking and financial acumen. Excellent communication and interpersonal skills. Excels in both independent and team settings, ensuring optimal results for clients.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Sr. Client Advisor
Seacoast Bank
11.2021 - Current
- Establish and maintain strong relationships with clients by understanding their financial needs and providing tailored advice and solutions
- Assist the branch in meeting quarterly loan targets by identifying potential borrowers, and guiding clients through the loan application process
- Promote branch products and services to new and existing clients, aiming to increase new dollar deposits and meet sales targets
Relationship Banker
Chase Bank
06.2018 - 12.2020
- Build and strengthen client relationships by providing personalized banking services and addressing financial needs
- Offer comprehensive financial solutions to clients based on their individual needs
- Drive branch success by meeting monthly targets and generating referrals for additional banking products/services
- Step in as the Manager on Duty to oversee daily branch operations, ensuring smooth service and resolving any client or team issues
Lead Teller Operations Specialist
Chase Bank
09.2015 - 06.2018
- Oversee daily activities of the teller line, ensuring efficient and accurate transaction processing, and providing guidance and support to tellers
- Conduct daily cash settlements and reconciliations, identifying and resolving discrepancies to ensure accuracy and compliance
- Maintain branch operations compliance with all internal policies and external regulations, conducting regular audits and ensuring corrective actions are implemented
- Lead by example in delivering exceptional customer service, addressing client inquiries, and resolving issues promptly
Education
Associate of Arts - Business Administration
Indian River State College
Port St. Lucie, FL 05.2010 - 01.2012
Associate of Science - Marketing Management
Indian River State College
Port St. Lucie, FL 05.2010 - 01.2012
Skills
- Effective Organizational Skills
- Strong Communication Skills
- Independent and Collaborative Work
- Detail-oriented and able to handle multiple tasks simultaneously
- Comprehensive Financial Knowledge
- Team Leadership
- Client Relationship Management
Accomplishments
- Collaborated with the Merger and Acquisition Team in the conversion and transfer of bank data of a recently acquired bank.
- Reviewed and documented monthly branch budget and worked with branch team to lower numbers in targeted categories.
Certification
Notary Public
Timeline
Sr. Client Advisor
Seacoast Bank
11.2021 - Current
Relationship Banker
Chase Bank
06.2018 - 12.2020
Lead Teller Operations Specialist
Chase Bank
09.2015 - 06.2018
Associate of Arts - Business Administration
Indian River State College
05.2010 - 01.2012
Associate of Science - Marketing Management
Indian River State College
05.2010 - 01.2012
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