Jessica Quinata
Summary
Skilled at helping customers and businesses meet financial goals by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Officer, Relationship Banker - SB
JPMorgan Chase Bank N.A
07.2023 - Current
- Manage a book of clients and small business financial portfolios in person and on the phone, providing recommendations to help clients and businesses achieve financial goals.
- Interview and screen applications for new accounts, investment prospects and credit applications.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Deliver exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Relationship Banking Specialist I
Bank of Southern California
10.2022 - 07.2023
- Supervises, develops and trains employees on sales techniques and operational standards.
- Develops and implements relationship strategies for cross-selling bank products by providing loan, deposit, cash management and other bank products to new and existing business clients.
- Participates in Community Reinvestment Act (CRA) activities to promote the organization's brand in the local community.
- Deepens business relationships through account analysis by recommending cost saving business solutions for existing clients.
- Acts as a liaison with other departments to ensure that the customer experiences the highest level of service and support.
Client Relationship Specialist
Charles Schwab & Co., Inc.
12.2021 - 08.2022
- Assisted with special marketing projects by coordinating distribution of marketing mailers, contacting customers to explain new marketing campaigns.
- Performed document review on account applications and maintenance forms for accuracy to ensure implementation of audit corrections to eliminate repeat findings.
- Conducted client intake interviews to acquire detailed information about client business needs.
- Developed client proposals addressing product and service needs and solutions.
Teller
Wells Fargo
09.2019 - 12.2021
- Engaging with customers in conversation starters about digital services to proactively assist financial needs.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Collaborated effectively with other departments as needed to resolve outstanding issues or complete complex tasks for customers.
Personal Loan Specialist
OneMain Financial
05.2018 - 09.2019
- Knowledgeable about prepayments, payoffs, adjustable rate loans, credit reporting and lien perfection.
- Assisted clients with financial planning, offering guidance on debt management and budgeting strategies.
- Coordinated closely with underwriters to ensure accurate documentation and expedited processing times for each application.
Guest Services Manager
Hostelling International
11.2012 - 03.2018
- Accountable for the hiring, onboarding and training process of new employees
- Assist in preparing annual fiscal budgets for staffing and operations
- Accountable for evaluating employee performance reviews and documenting personnel actions to human resources.
Main Banker
Fantasy Springs Resort and Casino
01.2012 - 08.2012
- Responsible for reconciling and balancing revenue of casino table games, bars, restaurants and resort net income
- Ensuring that entire revenue in the casino vault and cash cage is balanced and out of balance dollar thresholds are kept to a minimum
- Compliant and knowledgeable with gaming regulations and Tribal Internal Controls Title 31 regulations.
Sales and Service Specialist & Cash Manager
Bank of America
09.2008 - 11.2011
- Ordering and managing money for the banking center to ensure that the cash flow is executed properly with customer demand, along with processing and dispensing cash to tellers and ATMs
- Deepening the relationships with customers and potential customers to achieve sales goals, in addition to ensuring that customers are aware of all the benefits of the financial institution
- Supervising and coaching associates on sales techniques, proper behaviors, service expectations and audit compliance.
Education
MBA - Business Administration
Brandman University
Irvine, CA06.2023
BBA - Business Administration
Brandman University
Irvine, CA12.2020
Skills
- Budgeting and Financial Management
- Report Writing
- Case Management
- Strategic Planning
Volunteer Experience
- World Merit: Merit 360- London, UK, 01/01/17 - 09/01/17: Merit360 is a 10-month program concerning the 17 United Nations Sustainable Development Goals (SDGs), in which like-minded people from all over the world come up with plans to be implemented in countries all over the world and present the project proposals to The United Nations at The House of Parliament in London, England.
- StampForward- Andhra Pradesh, India, 01/01/17 - 01/01/20: StampForward is a social enterprise that offers workshops to secondary school students in rural India. These workshops are inspired and built to equip students with professional skills and experiences that inspire students to see the benefits of continuing quality education. StampForward provides these children with certificates that will be transferable to the student's CV once completing these specific workshops.
- County of Riverside Housing Authority - Development Division- Indio, CA, March 2021: Worked closely with Senior Development Specialists for the Housing Authority on annual budgets, project proposals and marketing efforts for new housing initiatives in the Coachella Valley.
Certification
Financial Industry Regulatory Authority FINRA Series 6 - 2023
Financial Industry Regulatory Authority FINRA Series 63 - 2023
NMLS ID: 2514747 - 2023
CA Life Insurance License: OM4266 - 2023
Timeline
Officer, Relationship Banker - SB
JPMorgan Chase Bank N.A
07.2023 - Current
Relationship Banking Specialist I
Bank of Southern California
10.2022 - 07.2023
Client Relationship Specialist
Charles Schwab & Co., Inc.
12.2021 - 08.2022
Teller
Wells Fargo
09.2019 - 12.2021
Personal Loan Specialist
OneMain Financial
05.2018 - 09.2019
Guest Services Manager
Hostelling International
11.2012 - 03.2018
Main Banker
Fantasy Springs Resort and Casino
01.2012 - 08.2012
Sales and Service Specialist & Cash Manager
Bank of America
09.2008 - 11.2011
MBA - Business Administration
Brandman University
BBA - Business Administration
Brandman University
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