Jairo Paguay
Jackson Heights,NY
Summary
Dedicated associate banker skilled in building strong client relationships and managing diverse banking transactions. Expertise includes regulatory compliance, performance-driven customer service, and facilitating technology education to enhance client convenience. Passionate about learning new skills and career development.
Overview
3
3
years of professional experience
Work History
Associate Banker
JPMORGAN CHASE
Corona, Jackson Heights, East Elmhurst, NY
09.2024 - 06.2026
- Build relationships with clients by actively listening, asking questions, and sharing product knowledge and solutions catered to them when performing checking account openings, certificate of deposit account openings, savings account openings, credit card applications, and auto loans
- Ensure client satisfaction by delivering exceptional support while aiding them with day-to-day transactions which include but are not limited to cash withdrawals, deposits, checks, money orders, domestic/international wire transfers, foreign currency exchange, credit card/loan payments
- Greeted clients, managed lobby traffic, checked clients into waiting queue, and scheduled/canceled meetings to improve overall client experience.
- Educated clients on technology self-service options, including Chase Mobile App, Chase.com, and ATMs, enhancing transaction convenience.
- Handled a range of banking tasks such as filing customer claims, processing name changes, adding beneficiaries, closing accounts, and renewing certificates of deposit.
- Manage cash devices such as cash vault, ATM's, coin vaults, and verifying cash shipments
- Facilitated feedback through direct surveys to clients, contributing to achieving OSAT goal of 90% customer satisfaction.
- Assisted neighboring branches by providing support as an associate banker.
- Perform all aforementioned banking procedures while complying with all policies, regulatory and banking requirements
Bank Teller
SANTANDER BANK
Jackson Heights, NY
04.2023 - 08.2024
- Educate & engage customers in conversations regarding their current & future financial needs
- Educate customers about bank products & services (CDs, CCs, bank app, etc.)
- Identified sales opportunities and cross-sold bank products through quality referrals
- Aimed to meet NPS goals, contributing to maintaining bank satisfaction rate at or above 90%
- Prepared transaction reports, counted and packaged currency
- Validate transactions for system or operational changes to ensure operational integrity & compliance to all required regulations
- Maintain ATM functionality by regularly stocking cash and stationery, performing routine inspections, and troubleshooting issues
- Adhere to safe deposit box procedures & guidelines
- Assumed role of phone operator; assisted customers with inquiries and set up appointments for platform team based on client needs and service type
Education
Bachelor of Arts - Psychology
Hunter College
New York, NY05-2025
High School Diploma -
Benjamin N. Cardozo High School
New York, NY06-2013
Skills
- Banking operations
- Transaction processing
- Regulatory compliance
- Customer relationship management
- Account management
- Sales strategy
- Performance metrics
- Banking software
- Team collaboration
- Conflict resolution
- Customer service expertise
- Eager learner
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Associate Banker
JPMORGAN CHASE
09.2024 - 06.2026
Bank Teller
SANTANDER BANK
04.2023 - 08.2024
Bachelor of Arts - Psychology
Hunter College
High School Diploma -
Benjamin N. Cardozo High School