Jocelyn Arvizu
Tyler,TX
Summary
Experienced Relationship Banker with a strong track record across Bank of America, JPMorgan Chase, and Woodforest National Bank. Skilled in relationship building, consultative sales, customer service, and financial needs analysis. Proven ability to build trust, drive results, and deliver personalized financial solutions.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Bank of America
Tyler, TX
09.2025 - Current
- Build and deepen customer relationships through tailored financial guidance.
- Recommend banking solutions such as checking, savings, credit cards, investment solutions and loans based on customer needs.
- Support branch sales goals through proactive outreach and lead generation.
- Cultivated strong relationships with consumer and small business clients to understand financial needs and offer tailored banking solutions.
Associate Banker
JPMorgan Chase & Co.
Longview, TX
11.2023 - 09.2025
- Assisted clients with account openings, transactions, and inquiries to enhance customer experience.
Analyzed client financial needs and recommended tailored banking solutions to improve satisfaction. - Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Conducted regular account reviews to identify opportunities for cross-selling additional services.
Retail Banker
Woodforest National Bank
Longview, TX
02.2022 - 11.2023
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
- Constantly met or exceeded individual performance goals, contributing significantly to overall branch
- Developed strong relationships with clients, creating lasting connections that contributed to business growth.
Education
Associate in Arts (A.A.) -
Glendale College
Glendale, CASkills
- Relationship Building
- Sales Performance
- Customer Service Excellence
- Financial Needs Analysis
- Cross-Selling
- Team Collaboration
- Communication
References
- David Conway, AVP Branch Manager, Woodforest National Bank, (903) 926-2732, d.conway@woodforestnationalbank.com
- Leslie Gonzalez, Academy Manager - Financial Center Training, Chase, (210) 834-9536, leslie.gonzalez@bofa.com
- Casey Huntsinger, Business Relationship Manager, Chase, (253) 468-9836, casey.huntsinger@chase.com
Timeline
Relationship Banker
Bank of America
09.2025 - Current
Associate Banker
JPMorgan Chase & Co.
11.2023 - 09.2025
Retail Banker
Woodforest National Bank
02.2022 - 11.2023
Associate in Arts (A.A.) -
Glendale College