JASON RODRIGUEZ
Grove City,OH
Summary
Accomplished and resourceful Leader with over 14 years of experience in the Financial Industry and over 20 years of providing exceptional client service. Experienced in retail banking, management, and client experience. Vast knowledge of business best practices, regulatory standards and optimal control systems. History supporting growth and driving success. Seeking to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
19
19
years of professional experience
Work History
Sr. Business Analyst
JPMorgan Chase
04.2022 - Current
- Partnered with manager to develop additional practice standards to support group with over 600 employees.
- Inspected items and compared against standards to meet regulatory requirements.
- Followed established auditing processes to meet internal and regulatory requirements.
- Partnered with business teams to understand needs and mitigate potential problems.
- Applied subject matter expertise and industry knowledge to provide independent oversight to operational risk management activities.
Sr. Operations Analyst
JPMorgan Chase
07.2018 - 03.2022
- Monitored project performance to identify areas of improvement and make adjustments.
- Provided detailed project status updates to stakeholders and executive management.
- Facilitated portfolio performance review and implemented new strategies.
- Worked with Scrum team to test and certify application features before deploying to production.
- Planned, executed and promoted total of 50+ projects in 2021.
VP Branch Manager
JPMorgan Chase
02.2014 - 06.2018
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Fostered branch that excelled in providing excellent customer service - Maintained above 90% each quarter while at Long Street Branch.
- Improved branch performance level from bottom 10% to top 20% within 1st year as manager.
- Responsible for 3 or 3 passed Branch audits.
Personal Banker
JPMorgan Chase
05.2011 - 02.2014
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Cross-sold bank products and services to meet customer needs and provide options, top 3 in region in mobile banking adoptions.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Sr. Risk Operations Analyst
JPMorgan Chase
02.2009 - 05.2011
- Reviewed contracts and agreements to identify potential risks and ideal mitigation strategies.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Tracked fraud cases and monitored trends to develop strategies for prevention.
- Worked in call center environment that required 100% phone-based customer interaction.
Office Manager
Gwynn Vaughan Agency
11.2004 - 02.2009
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
- Managed office that led whole Columbus market in Titan Insurance policy sales, 3 continuous years.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Manchester, NH08.2023
Certification of Completion - Music Theory w, Bass Guitar
Los Angeles College of Music
Pasadena, CA09.2003
Skills
- Client Experience
- Control Recommendations
- Coaching and Feedback
- Dispute Resolution
- Goals and Performance
- Project Management
- Project Oversight
- Risk Mitigation
- Team Leadership
- Safeguards Assurance
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Sr. Business Analyst
JPMorgan Chase
04.2022 - Current
Sr. Operations Analyst
JPMorgan Chase
07.2018 - 03.2022
VP Branch Manager
JPMorgan Chase
02.2014 - 06.2018
Personal Banker
JPMorgan Chase
05.2011 - 02.2014
Sr. Risk Operations Analyst
JPMorgan Chase
02.2009 - 05.2011
Office Manager
Gwynn Vaughan Agency
11.2004 - 02.2009
Bachelor of Science - Business Administration
Southern New Hampshire University
Certification of Completion - Music Theory w, Bass Guitar
Los Angeles College of Music
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