Jose Navarro
Menlo Park,CA
Summary
Qualified Military Police Officer with 2 years of committed experience maintaining secure environments while leading diligent security details to minimize crime. Proven leader with exceptional attention to detail and demonstrated success closely monitoring infractions, security threats and suspicious activities. Goal-oriented and meticulous professional with active Secret security clearance. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
JPMorgan Chase
03.2022 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Verified customer identity and reviewed documentation for accuracy.
- Collected customer information and completed new account forms.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Monitored accuracy of customer information in system.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Adapted products and services to suit customers' changing financial circumstances.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Implemented strategies to increase customer retention, enabling investment growth.
- Worked with clients to address and respond to client and partnership management issues.
- Engaged team members in customer satisfaction initiatives to uplift service ratings.
- Presented new and additional products and services to existing customers.
- Responded to customer inquiries regarding new accounts and account services.
Military Police Officer
Army National Gaurd
04.2021 - Current
- Manned base entry points to provide 24/7 force protection, reviewing identifications, searching vehicles, and verifying deliveries prior to entrance to secure areas.
- Secured restricted areas and enforced limited access for civilians and military members in order to provide force protection and property security.
- Developed and maintained cooperative relationships with local, state and federal law enforcement agencies to support communication.
- Utilized surveillance equipment to monitor security of personnel and property.
- Maintained 100% accountability of assigned equipment.
- Searched vehicles, buildings and homes for evidence of stolen property.
- Conducted searches of individuals, vehicles and premises.
- Recorded facts to prepare reports documenting incidents and activities.
- Thoroughly analyzed criminal information and processed crime scenes.
- Assisted in special investigations and crime prevention programs.
- Obtained information from arrested subjects to conduct debriefings.
- Provided testimony in court proceedings.
- Patrolled base facilities and housing areas to deter crime, monitor activities, and provide force protection.
- Provided emergency response security, eliminating hazards, and potential dangers.
- Monitored gate activities, controlled traffic and responded to emergencies on base.
- Provided emergency response security, eliminating hazards, and potential dangers
- Utilized surveillance equipment to monitor security of personnel and property
Client Relationship Consultant
US Bank NA
01.2018 - 03.2022
- Strengthened customer relationships by listening to customer concerns and giving priority to service requirements.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Responded to customer requests for products, services, and company information.
- Directed incoming calls to internal personnel and departments, routing to best-qualified department.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Balanced teller drawers and ATM cash.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Logged call information and solutions provided into internal database.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Assistant Service Manager
Pep Boys
11.2016 - 01.2018
- Met with customers to discuss service needs and offer available solutions.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
- Trained and guided team members to maintain high productivity and performance metrics.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Managed inventory control, cash control, and store opening and closing procedures.
- Maintained safe working environment by enforcing adherence to safety and security protocols.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Delivered excellent customer service by addressing and resolving customer inquiries and complaints.
- Trained team members in successful strategies to meet operational and sales targets.
- Mentored team members to enhance professional development and accountability in workplace.
- Created employee schedules to align coverage with forecasted demands.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Trained new employees on proper protocols and customer service standards.
Shift Manager
Togo's Eatery
06.2014 - 11.2016
- Trained and mentored new employees to maximize team performance.
- Kept employees operating productively and working on task to meet business and customer needs.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Worked closely with team members to schedule breaks and shifts to meet state regulations.
- Consistently exhibited calm demeanor during periods of high volume or unusual events to keep store operating smoothly and set positive example for shift team.
- Exercised composure under pressure and in escalated customer service scenarios.
- Adhered to company standards and compliance requirements for operations and cleanliness of areas.
Education
No Degree - Cyber Operations - Defense And Forensics Emphasis
University of Arizona
Tucson, AZ06.2026
No Degree - Spanish Language And Literature
Sonoma State University
Rohnert Park, CAHigh School Diploma -
Archbishop Mitty High School
San Jose, CA05.2014
Skills
- Problem Resolution
- Sales Expertise
- Accurate Recordkeeping
- Site Visits
- Interrogation Techniques
- Law Enforcement Information Databases
- Emergency Preparedness
- Confidential Records Management
- Suspect Interviewing
- Motor Vehicle Operation
- Accident Investigations
- Crime Scene Management
- Suspect Apprehension
- Evidence Processing
- Safety and Risk Assessments
- Weapons; M4, M17
- Investigative Reports
- Lethal Weaponry Training
- Firearms Safety and Handling
Languages
Spanish
Native or Bilingual
Portuguese
Elementary
Certification
- Series 6 License
- Series 63 License
- California Life Insurance License
- Operational Level Response to HazMat/WMD Incidents Training
- Standardized Awareness Training (AWR-160-SAT)
- FEMA IS-100 Training
- FEMA IS-200 Training
- FEMA IS-700 Training
- FEMA IS-800 Training
Timeline
Licensed Relationship Banker
JPMorgan Chase
03.2022 - Current
Military Police Officer
Army National Gaurd
04.2021 - Current
Client Relationship Consultant
US Bank NA
01.2018 - 03.2022
Assistant Service Manager
Pep Boys
11.2016 - 01.2018
Shift Manager
Togo's Eatery
06.2014 - 11.2016
No Degree - Cyber Operations - Defense And Forensics Emphasis
University of Arizona
No Degree - Spanish Language And Literature
Sonoma State University
High School Diploma -
Archbishop Mitty High School