Jessica J Jaramillo
Danbury,CT
Summary
Dedicated banking professional with over four years of experience in financial services, specializing in high-touch client support and relationship-building. Proven track record in delivering exceptional service to affluent clients, managing loan applications, and supporting deposit and product needs. Skilled communicator with a proactive approach to deepening client relationships and achieving client satisfaction in alignment with company goals.
Overview
4
4
years of professional experience
Work History
Associate Banker Floater
JP Morgan Chase
Danbury, Connecticut
09.2021 - Current
- Supported multiple branches, flexibly adapting to each location’s needs and ensuring seamless service delivery for a diverse client base.
- Assisted clients with a range of banking needs, including opening new accounts, guiding them through credit card options, and providing clear, detailed information on financial products.
- Performed dual roles as both banker and teller, handling cash transactions, processing deposits and withdrawals, and addressing client inquiries with precision and efficiency.
- Developed strong relationships with clients through personalized service, supporting relationship managers by deepening client engagement and providing tailored solutions.
- Educated clients on digital banking tools, including mobile banking, mobile deposit, and online services, enhancing convenience and accessibility.
- Consistently achieved OSATS scores of 9 and 10 across branches, reflecting a high standard of client satisfaction and reliable support for each branch’s goals.
Universal Banker
M & T Bank, Formerly Partners Trust
Bethel, Connecticut
09.2020 - 09.2021
- Processed home equity loans, personal loans, and credit card applications, providing clients with step-by-step guidance and clear communication throughout the approval process.
- Opened new accounts, delivering personalized advice on account options, fees, and benefits to help clients make informed financial decisions.
- Ensured compliance with regulatory standards in all account openings and loan processes, upholding client confidentiality and accuracy.
- Guided clients through loan rates, terms, and repayment options, ensuring they understood and were satisfied with their choices.
Education
Bachelor of Science - Finance
University of Arizona Global Campus
Chandler, AZ06-2025
Associate of Science - Liberal Arts And Sciences
Norwalk Community College
Norwalk, CT05-2021
Skills
- Client Service Excellence
- Relationship Building & Support
- Deposit & Loan Product Knowledge
- Problem Solving & Decision Making
- Written and Verbal Communication
- Financial System Proficiency
- Team Collaboration
Timeline
Associate Banker Floater
JP Morgan Chase
09.2021 - Current
Universal Banker
M & T Bank, Formerly Partners Trust
09.2020 - 09.2021
Bachelor of Science - Finance
University of Arizona Global Campus
Associate of Science - Liberal Arts And Sciences
Norwalk Community College