Jonathan Evans
Morongo Valley,CA
Summary
Dynamic and results-driven banking professional with over 15 years of experience in delivering exceptional customer service and driving sales growth within the financial sector. Proven ability to thrive in diverse environments while leveraging strong communication skills and deep industry knowledge to build lasting client relationships. Adept at designing and managing engaging after-school educational programs that inspire students and foster positive interactions in a safe, supportive atmosphere. Committed to utilizing exceptional planning and organizational skills to meet the diverse needs of clients and students.
Overview
1
1
Certification
11
11
years of professional experience
Work History
After-School Program Leader
Think Together, Inc
Morongo Valley, CA
01.2026 - Current
- Coordinated daily activities and programs to enhance student engagement and learning outcomes.
- Developed and implemented age-appropriate curriculum aligned with educational standards.
- Mentored and trained staff, fostering a collaborative team environment focused on student success.
- Oversaw implementation of safety protocols, ensuring a secure environment for all participants.
Senior Banking Representative
Mechanics Bank
Palm Desert, CA
09.2019 - 01.2026
- Achieved high levels of customer satisfaction through precise execution of teller and new account transactions. Enhanced operational efficiency by facilitating the approval of client and internal transactions through dual control support. Developed strong client relationships, consistently delivering exceptional service and uncovering opportunities for additional products and services.
- Achieved significant improvements in client satisfaction through effective account management practices. Increased business opportunities by establishing strategic partnerships and alliances. Delivered impactful business development outcomes by implementing innovative sales strategies.
- Executed targeted outreach strategies to secure an average of 15 new business banking accounts monthly, with a specific focus on LLC corporations and non-profit organizations.
- Generate new business opportunities to drive branch profitability and sales goals.
- Conduct extensive community outreach, including 100+ monthly cold calls and 20 years of annual community service with local schools.
- Proactively canvass local businesses such as accounting firms, grocery stores, and tax services to expand consumer account portfolios.
- Banking Operations & Compliance
- Expertise in opening and servicing diverse account types: Checking, Savings, CDs, IRAs, Trusts, and Estates.
- Proficient in account titling, required documentation, and strict compliance procedures.
- Skilled in processing teller transactions with an excellent balancing record.
- Experienced in data gathering and reporting for currency transactions, overdrafts, returned items, and callbacks.
- Client Service & Sales
- Dedicated to assisting clients in selecting appropriate financial services and accounts.
- Proven track record in cross-selling bank products to both new and existing clients.
- Committed to providing excellent service and resolving customer inquiries efficiently.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Assisted clients with account management, ensuring accurate transactions and compliance with policies.
Customer Service Representative
Pacific Premier Bank
Palm Desert, CA
09.2016 - 09.2019
- Processed cash transactions and answered phone inquiries efficiently. Assisted with filing deposit slips and managing necessary paperwork. Managed ATM deposits and balanced cash registers at day's end.
- Resolved customer inquiries efficiently through multi-channel communication, enhancing overall satisfaction.
- Assisted in training new team members on customer service protocols and software systems.
- Analyzed customer feedback to identify trends, implementing solutions for continuous improvement.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Main Banker
Agua Caliente Spa Casino
Rancho Mirage, CA
05.2015 - 09.2016
- Assisted cashiers with cash exchanges. Verified and prepared funds for all floor cashiers and food and beverage banks. Exchanged chips for cash and cash for chips. Paid out poker, slot, or other jackpot winners when required. Prepared deposits accurately. Performed slot hopper fills. Assisted in preparing W-2G forms for certain winnings. Maintained accountability of marker bank. Delivered excellent customer service.
- Assessed customer service processes to drive improvements in client satisfaction.
- Managed cash flow operations to ensure accurate and efficient transactions.
Education
Underwriting - Mortgage Loan Originator
Campus Mortgage: Remote School
Online SchoolComputer Networking - Online course
NGT Academy
Arizona City, AZ05-2024
High school diploma - Computer Programming
Simeon Career Academy High School
Chicago, IL05-2001
Skills
- Fast and accurate typing
- Client support
- Account transaction management
- Sales expertise
- Cash handling expertise
- Managerial Experience
- Positive reinforcement
- Arts and crafts
- Age-appropriate activities
- Outdoor education
- Activity coordination
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- NMLS Number with Banking Industry.
- CCNA February 2024 to February 2027
Languages
English
Links
www.linkedin.com/in/jonathan-evans-b78607a0
Additional Information
Authorized to work in the US for any employer
Timeline
After-School Program Leader
Think Together, Inc
01.2026 - Current
Senior Banking Representative
Mechanics Bank
09.2019 - 01.2026
Customer Service Representative
Pacific Premier Bank
09.2016 - 09.2019
Main Banker
Agua Caliente Spa Casino
05.2015 - 09.2016
Underwriting - Mortgage Loan Originator
Campus Mortgage: Remote School
Computer Networking - Online course
NGT Academy
High school diploma - Computer Programming
Simeon Career Academy High School