Summary
Overview
Work History
Education
Skills
Work Availability
Languages
Interests
Work Preference
Timeline
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Jossie Gonzalez

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 Time

Work Location

HybridOn-Site

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k match

Timeline

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

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Jossie Gonzalez