JASON VASQUEZ
Clifton,USA
Summary
Banking leader with 12+ years of experience across consumer and small business banking, including 3+ years leading branch operations, compliance oversight, lending activities, and risk management initiatives. Proven track record of maintaining strong regulatory and operational controls, successfully navigating audit examinations, and participating in ongoing compliance and operational risk governance reviews. Experienced in business banking, portfolio management, customer due diligence, performance analytics, and cross-functional collaboration. Skilled in leveraging Salesforce CRM, Tableau, and data reporting tools to analyze trends, monitor performance, and support risk-informed decision-making. Bilingual in English and Spanish.
Overview
15
15
years of professional experience
Work History
Branch Manager
PNC FINANCIAL SERVICES GROUP
01.2023 - Current
- Lead daily branch operations for a high-volume banking location, ensuring adherence to enterprise risk management frameworks, regulatory requirements, and internal controls.
- Oversee consumer and small business banking activities including lending, account opening, customer due diligence, fraud prevention, and operational risk management.
- Successfully led the branch through two consecutive satisfactory audit examinations.
- Participate in monthly compliance, operational risk, and market leadership reviews.
- Monitor branch performance metrics, exception reporting, compliance results, and operational controls.
- Utilize Salesforce CRM, Tableau dashboards, and Excel reporting tools to analyze customer, sales, and operational data.
- Manage, coach, and develop a team of banking professionals while promoting compliance and risk awareness.
- Partner with commercial banking, treasury management, merchant services, and financial advisory teams.
- Achieved year-over-year growth in deposits, lending production, and business banking revenue.
Relationship Banker
PNC FINANCIAL SERVICES GROUP
01.2017 - 01.2023
- Specialized in consumer and small business banking solutions, advising clients on lending, cash flow management, treasury services, payment solutions, and deposit strategies.
- Evaluated customer financial profiles and recommended appropriate banking and credit solutions.
- Consistently ranked among top regional performers, generating approximately 85% of production through business banking relationships.
- Collaborated with treasury management officers, commercial bankers, merchant services representatives, and financial advisors.
Branch Banker
PNC FINANCIAL SERVICES GROUP
01.2011 - 01.2017
- Delivered consumer banking, business banking, and lending solutions while maintaining compliance with bank policies and regulatory requirements.
- Achieved top-performing results in consumer sales, business sales, and referred investment revenue.
- Promoted to Relationship Banker due to leadership and performance.
Education
Bachelor of Science - Finance
William Paterson University
01-2019
Skills
- Credit Risk Management
- Consumer & Small Business Lending
- Regulatory Compliance
- Operational Risk Management
- Risk Assessment & Mitigation
- Portfolio Monitoring
- Customer Due Diligence (CDD)
- KYC / AML Compliance
- Internal Controls & Governance
- Audit Readiness & Remediation
- Performance Analytics
- KPI & Operational Metrics Monitoring
- Financial Analysis
- Business Banking Solutions
- Cross-Functional Collaboration
- Team Leadership & Development
- Salesforce CRM
- Tableau Reporting & Dashboard Analysis
- Advanced Microsoft Excel
LANGUAGES
English (Fluent)
Spanish (Native/Bilingual)
Timeline
Branch Manager
PNC FINANCIAL SERVICES GROUP
01.2023 - Current
Relationship Banker
PNC FINANCIAL SERVICES GROUP
01.2017 - 01.2023
Branch Banker
PNC FINANCIAL SERVICES GROUP
01.2011 - 01.2017
Bachelor of Science - Finance
William Paterson University
CORE COMPETENCIES
- Credit Risk Management
- Consumer & Small Business Lending
- Regulatory Compliance
- Operational Risk Management
- Risk Assessment & Mitigation
- Portfolio Monitoring
- Customer Due Diligence (CDD)
- KYC / AML Compliance
- Internal Controls & Governance
- Audit Readiness & Remediation
- Performance Analytics
- Financial Analysis
- Business Banking Solutions
- Team Leadership & Development
- Salesforce CRM
- Tableau Reporting & Dashboard Analysis
- Advanced Microsoft Excel