JESSICA GONZALEZ
Financial Relationship Banker
Fairview Park,OH
Summary
Financial Relationship Banker (NMLS) with experience in financial advising, customer retention, and cross-selling. Over 10 years in client-facing roles and four years supporting Morgan Stanley's hiring operations. MBA candidate specializing in Leadership & Change.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Relationship Banker (NMLS)
Huntington National Bank
11.2024 - Current
- Built long-term client relationships through financial guidance.
- Recommended customized financial solutions.
- Resolved customer concerns to improve retention.
Customer Experience Banker
Huntington National Bank
09.2023 - 11.2024
- Cross-sold banking and credit products.
- Maintained accurate documentation and compliance.
- Supported teller line operations.
Recruitment Coordinator Lead (Morgan Stanley Project)
Alexander Mann Solutions
06.2019 - 06.2023
- Coordinated interviews and hiring workflows.
- Managed high-volume candidate pipelines.
- Led the Morgan Stanley Campus Internship Hiring launch.
- Conducted outreach for hard-to-fill roles.
Education
MBA - Leadership & Change
Tiffin University
05.2027
BBA - Management
Cleveland State University
05.2019
A.A.B - Hospitality & Tourism Management
Lorain County Community College
05.2016
Skills
- Client Relationship Management
- Financial Wellness Conversations
- Cross-Selling
- Cash Handling
- Customer Retention
- Compliance
- Needs Analysis
- Collaboration
Certification
- NMLS
- Notary Public
Affiliations
Volleyball coaching: Langston MS, Clearview HS, Southwest JO, Spirit JO, St. Ignatius.
ADDITIONAL EXPERIENCE
- Bartender / Customer Service Roles | 2013–2019
- Southern Tier Brewing
- B Spot
- Delivered excellent service and managed transactions.
- Student Intern Processor | Feb 2017 – Dec 2017
- Cleveland Indians (now Guardians)
- Supported inventory and merchandising distribution.
- Assisted marketing and operational projects.
Timeline
Financial Relationship Banker (NMLS)
Huntington National Bank
11.2024 - Current
Customer Experience Banker
Huntington National Bank
09.2023 - 11.2024
Recruitment Coordinator Lead (Morgan Stanley Project)
Alexander Mann Solutions
06.2019 - 06.2023
MBA - Leadership & Change
Tiffin University
BBA - Management
Cleveland State University
A.A.B - Hospitality & Tourism Management
Lorain County Community College