Jose Aaron Aguilera
Chicago,IL
Summary
Licensed Banker with a strong foundation in financial wellness coaching, and relationship‑driven client service. Known for building trust quickly through clear education, empathy, and deep product knowledge. Generated $1.5M in invested assets by collaborating with financial advisors and guiding clients through confident, goal‑aligned decisions. Adept at balancing compliance, planning‑focused conversations, and banking performance in a hybrid role. Seeking to transition into Financial Consultant or Wealth Management Associate. where relationship building, discovery, and long‑term planning are core to success.
Overview
14
14
years of professional experience
Work History
Licensed Personal Banker
Fifth Third Bank
Chicago, IL
08.2022 - Current
- Cultivated strong client relationships through personalized banking solutions and financial guidance.
- Analyzed customer financial needs to recommend suitable products and services for optimal satisfaction.
- Executed transactions accurately, ensuring compliance with regulatory standards and internal policies.
- Collaborated with cross-functional teams to streamline processes, enhancing service delivery efficiency.
- Assisted in achieving branch targets through active participation in promotional campaigns and events.
Server/Head Bartender
Buffalo Wild Wings
Chicago, IL
04.2016 - 02.2020
- Delivered exceptional customer service in fast-paced environment.
- Trained new staff on operational procedures and service standards.
- Upsold menu items, contributing to overall sales growth and guest experience.
- Monitored inventory levels, assisting in stock management and ordering processes.
Kitchen Manager
Pret A Manger
Chicago, IL
06.2012 - 03.2016
- Oversaw daily kitchen operations, ensuring compliance with food safety and hygiene standards.
- Trained and mentored kitchen staff, enhancing team performance and operational efficiency.
- Managed inventory levels, reducing waste through effective stock control practices.
- Implemented cost-saving initiatives while maintaining quality and service standards.
- Coordinated scheduling for kitchen staff, optimizing labor resources during peak hours.
Education
Associate of Science - Accounting
Harold Washington College
Chicago, IL12-2018
Skills
- Goal oriented
- Relationship building and management
- Business development
- Loan origination
- Sales expertise
- Teamwork and collaboration
- Adaptability and flexibility
Languages
Spanish
Native or Bilingual
Timeline
Licensed Personal Banker
Fifth Third Bank
08.2022 - Current
Server/Head Bartender
Buffalo Wild Wings
04.2016 - 02.2020
Kitchen Manager
Pret A Manger
06.2012 - 03.2016
Associate of Science - Accounting
Harold Washington College