JENNY AGUIRRE
Los Angeles,CA
Summary
Detail-oriented professional with a Bachelor's degree in Human Resources Management and a strong background in financial services. Seeking a Human Resources Assistant position to apply skills in data analysis, client management, and compliance to support personnel administration, and labor relations activities, and contribute to organizational success. Veteran banking professional dedicated to team and business success. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Analytical and detail-oriented with a demonstrated record of accomplishment in meeting sales and service goals.
Overview
11
11
years of professional experience
Work History
Senior Banker
Bank of America
03.2019 - Current
- Mentored junior bankers, fostering team growth and development
- Developed financial planning strategies through comprehensive analysis of client finances
- Ensured regulatory compliance and minimized risks associated with financial transactions
- Achieved sales targets by introducing and promoting new financial products and services
- Conducted thorough research to address client inquiries and resolve issues effectively.
Relationship Banker
Bank of America
04.2018 - 03.2019
- Provided expert financial guidance, building strong client relationships based on trust
- Managed customer transactions and facilitated new account openings
- Collaborated with marketing teams on promotional initiatives and campaign materials
- Analyzed customer financial data to offer personalized financial solutions.
Teller
Bank of America
08.2015 - 04.2018
- Identified customer needs and recommended appropriate banking products, enhancing cross-selling opportunities
- Managed financial transactions accurately, ensuring compliance and maintaining detailed records
- Delivered exceptional customer service, fostering loyalty and satisfaction.
Loan Associate
PLS Loan Store
05.2013 - 08.2015
- Organized and reviewed loan documentation, ensuring accuracy and compliance with underwriting policies
- Assessed loan portfolios to optimize outcomes and support process improvements.
Education
Bachelor of Science in Human Resources Management -
California State University - Los Angeles
Los Angeles, CA05.2023
Skills
- Data Analysis and Interpretation
- Financial Planning and Analysis
- Client Relationship Management
- Regulatory Compliance
- Team Leadership and Mentoring
- Sales and Marketing Collaboration
- Customer Service Excellence
- Portfolio Management
- Operations understanding
- Developing work schedules
- Team member development
- Risk management policies
City
Los Angeles
State
CA
Zip
90037
Awards
Pinnacle Award for Outstanding Customer Service
References
Available upon request
Languages
Spanish
Native or Bilingual
Timeline
Senior Banker
Bank of America
03.2019 - Current
Relationship Banker
Bank of America
04.2018 - 03.2019
Teller
Bank of America
08.2015 - 04.2018
Loan Associate
PLS Loan Store
05.2013 - 08.2015
Bachelor of Science in Human Resources Management -
California State University - Los Angeles