Jason Perez
PHILADELPHIA,PA
Summary
'The saddest thing in life, is wasted talent'. You can have gifts and goals but without action nothing happens. I apply this logic by blending my passions for relationship building and financial literacy to foster long-term partnerships, client satisfaction, and achieve financial goals. I'm pursuing a new role to integrate my ethos with new clients, communities and teammates as well as new challenges, complex projects and strategic objectives. I would love the opportunity to work together to answer our call to action and make decisions everyday to decide our path and bring good results so we don't waste our talent!
Overview
2
2
Languages
5
5
years of professional experience
Work History
Relationship Banker
Bank of America
02.2025 - Current
- Assessing clients' financial portfolio to best advise additional products and services to meet their needs and get the most out of their relationship with us.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Collaborated with partners (Credit Solutions Advisor, Financial Services Rep, Business Solutions Advisor) to connect clients to experts who can help with specialized needs.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Organized and led financial literacy programs for community, enhancing bank's reputation and outreach.
Client Service Representative
Boyd's
08.2023 - 01.2025
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Coordinated inventory management, proactively ordering necessary items before depletion to avoid workflow and supply disruptions.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Facilitated cross-departmental communication, organizing meetings to discuss project progress and align objectives.
- Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
Concierge/Shift Leader
Firstservice Residential
10.2021 - 08.2023
- Provided detailed information about amenities, events, and local attractions to guests and residents.
- Developed positive relationships with residents and guests, fostering a welcoming community atmosphere.
- Maintained accurate records of guest and resident requests and service delivery for efficient follow-up.
- Assisted guests and residents with special needs or requests, demonstrating empathy and understanding in every interaction.
- Supported event planning efforts, contributing to the successful execution of memorable occasions.
Education
Bachelor of Arts - Business Communication
Temple University
Philadelphia, PA12.2026
Skills
- Relationship building and management
- Cross-selling products
- Sales expertise
- Financial advising
- Community relations
- Project management
- Persuasive communication style
- Relationship building
- Problem-solving
- Analytical thinking
- Task prioritization
- Team collaboration
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Relationship Banker
Bank of America
02.2025 - Current
Client Service Representative
Boyd's
08.2023 - 01.2025
Concierge/Shift Leader
Firstservice Residential
10.2021 - 08.2023
Bachelor of Arts - Business Communication
Temple University
Acting Experience
'21 Bridges'
'Servant'