Jossie Gonzalez
Las Vegas,NV
Summary
Dynamic and result-oriented Relationship Manager with over 13 years of experience in financial services. Proven track record in building and maintaining relationships with high-net-worth clients, delivering tailored financial solutions and driving revenue growth. Adept at cross-selling products and services while ensuring exceptional client satisfaction. Trust, integrity, and confidentiality as core values.
Overview
14
14
years of professional experience
Work History
VICE PRESIDENT, RELATIONSHIP MANAGER
JP Morgan Chase & Co
Palo Alto, CA
06.2023 - Current
- Played a key role in the successful migration of clients and accounts from First Republic Bank to JPMorgan Chase, ensuring smooth transitions and minimizing disruption to client relationships
- Proactively building and maintaining relationships with high-net-worth individuals (HNWIs) and key stakeholders, expanding the client base through targeted networking and referral initiatives
- Partnering with internal teams, including investment advisors, portfolio managers, and wealth planners, to develop customized financial solutions that align with client goals and objectives
- Providing exceptional, personalized service to ensure client satisfaction and loyalty, leading to long-term relationships and continued business opportunities
- Spearhead events and initiatives to grow the business, client meetings, and community outreach, aimed at acquiring new clients and strengthening existing relationships
- Provide clear guidance and mentorship to support staff, fostering a collaborative and productive team environment to ensure timely and effective delivery of services
- Lead and manage a team of client support professionals, delegating tasks and ensuring the efficient execution of administrative, operational, and client service responsibilities
PREFERRED BANKER
First Republic Bank
Menlo Park, CA
09.2021 - 06.2023
- Providing consistent communication, reassurance, and tailored solutions to address client concerns and preserve trust during bank acquisition
- Conduct client risk assessments and ensure compliance with banking regulations, including OFAC and AML
- Assist with operational account management, from onboarding, setup and through program implementation and technical execution
SR. PREFERRED BANKER ASSOCIATE
First Republic Bank
Menlo Park, CA
09.2017 - 08.2021
- Lead end-to-end operational accounts management, from onboarding and setup, through program implementation and technical execution
- Proven track record of delivering exceptional results for clients
- Working with High-Net-Worth clients along with Venture Capital, Private Equity, Hedge Funds, and Family Offices
TECH AND LIFE SCIENCES, VC CLIENT SERVICE REP
Comerica Bank
Palo Alto, CA
03.2016 - 09.2017
- Maintaining portfolios for existing customers and new prospects
- Creating and filing client records
- Providing customers with loan information, going over fee breakdowns, and reviewing banking procedures and policies
- Opening new accounts for customers to secure loans, letters of credit, corporate credit cards, deposit control agreements
RETAIL PERSONAL BANKER ADMIN SUPPORT
Comerica Bank
Palo Alto, CA
12.2014 - 03.2016
- Assisting and coaching new banking center team members with procedures for teller and platform systems
- Collaborated with various banking departments to help exceed revenue goals while also ensuring banking centers had passing audit reviews over 85%
RETAIL PERSONAL BANKER
Comerica Bank
Palo Alto, CA
10.2013 - 12.2014
- Assist banking centers with opening new personal, business, and trust accounts for customers as well as submitting loans for equity lines of credit
- Preparing business documents, following operational policies, and preparing weekly reports for upper management
CUSTOMER SERVICE REPRESENTATIVE
Comerica Bank
Palo Alto, CA
03.2011 - 10.2013
- Q1: Ranked #2 CSR in our California Market for quality referrals to account managers and business partners within branch
- Developed and maintained positive relationships with clients, colleagues and supervisors
- Assisted supervisor with audits and daily vault balances, exceeding $150k
- Processed over 200 customer transactions daily with accuracy and efficiency
Education
Social Work/ Child Development - Course
San Jose State University
01.2010
Skills
- Bilingual (English/Spanish)
- Proficiency with Microsoft Suite
- CRM technologies
- Strong Communication & Interpersonal Skills
- Risk Assessment & Mitigation Strategies
- Problem Solving & Critical Thinking
- AML Compliance & Regulatory Knowledge
- Client relationship retention
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native language
Spanish
Proficient (C2)
C2
Interests
Working out
Hiking
Quality time with family and friends
Taveling
Learning new skills
Cooking
Home decor
Work Preference
Work Type
Full TimeLocation Preference
HybridOn-SiteImportant To Me
Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchTimeline
VICE PRESIDENT, RELATIONSHIP MANAGER
JP Morgan Chase & Co
06.2023 - Current
PREFERRED BANKER
First Republic Bank
09.2021 - 06.2023
SR. PREFERRED BANKER ASSOCIATE
First Republic Bank
09.2017 - 08.2021
TECH AND LIFE SCIENCES, VC CLIENT SERVICE REP
Comerica Bank
03.2016 - 09.2017
RETAIL PERSONAL BANKER ADMIN SUPPORT
Comerica Bank
12.2014 - 03.2016
RETAIL PERSONAL BANKER
Comerica Bank
10.2013 - 12.2014
CUSTOMER SERVICE REPRESENTATIVE
Comerica Bank
03.2011 - 10.2013
Social Work/ Child Development - Course
San Jose State University