Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

James R. Wilson

Sacramento,CA

Summary

Project management professional experienced with planning and executing comprehensive project plans. Utilizes strong leadership and organizational skills to guide diverse teams; experienced with managing client relationships and offering comprehensive financial guidance. Highly collaborative, adaptable, and committed to team success and client satisfaction. Track record of implementing efficient processes and achieving project goals.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Relationship Banker, Manager on Duty

JPMorgan Chase Bank
02.2015 - 11.2024
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Assisted customers in achieving financial goals by recommending personalized banking solutions based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Collaborated with branch team members to improve overall performance, achieve sales targets consistently, develop new skills, and deliver excellent customer service to clients.

Central Kitchen Baker

Elephant's Delicatessen
11.2014 - 02.2015
  • Mixed and baked large quantities of product in a fast-paced environment to fulfill eight store requisitions each day under logistical constraints and hard deadlines.
  • Spearheaded quality assurance efforts, identifying and implementing new processes which resulted in improved deliverables for two products.
  • Oversaw quality assurance processes, maintaining high standards of service delivery and customer satisfaction.
  • Trained and supervised new employees on bakery operations and procedures.

Student Assistant

CSU Chico
07.2012 - 06.2013
  • Managed time efficiently during presentations to cover all essential points to to student organizations, faculty, and project sponsors.
  • Managed the program database, conducted comprehensive data analysis to support strategic planning, leading to more informed decision-making.
  • Planned and executed milestone recognition events and produced weekly reports using Excel spreadsheet functions.

Project Manager

Northern California DeMolay Association
11.2009 - 11.2011
  • Planned and executed 20+ events with revenue exceeding $500,000 for a non-profit organization using zero-based budgeting with a 5-person project team.
  • Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
  • Presented regular status reports to executive leadership, providing insights into progress made toward achieving key milestones.

Education

Bachelor's of Science - Project Management

CSU Chico
Chico, CA
05.2014

Skills

  • Project management (PMP Certified)
  • Customer service
  • Teamwork across diverse teams
  • Analytical problem solving
  • Leadership across diverse teams
  • Oral and written communication
  • Budgeting
  • Cash handling

Certification

  • PMP (Project Management Professional), commission #1821855
  • California Notary Public, commission #2159675
  • FINRA SIE, Series 6 & 63

References

  • Christopher Hernandez, Accountant at the City of Lincoln, chrishernandez0559@yahoo.com, (916) 295-0039
  • Tim Wilkins, Senior Associate at International Fund Services, timwilkinsonline@gmail.com, (415) 465-9905

Timeline

Relationship Banker, Manager on Duty

JPMorgan Chase Bank
02.2015 - 11.2024

Central Kitchen Baker

Elephant's Delicatessen
11.2014 - 02.2015

Student Assistant

CSU Chico
07.2012 - 06.2013

Project Manager

Northern California DeMolay Association
11.2009 - 11.2011

Bachelor's of Science - Project Management

CSU Chico
James R. Wilson