Kimberly K. Vazquez
Riverside,CA
Summary
Seeking a position in a respected organization to promote ongoing learning and advancement of skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase Bank NA
Corona, CA
11.2021 - Current
- Developed strong customer connections to improve client satisfaction and loyalty.
- Assisted clients in identifying needs to suggest appropriate financial products and services.
- Supported account management and transaction processing through expert advice.
- Guided junior bankers on compliance standards and best practices.
- Collaborated with wealth management advisors to assist clients with investment strategies and retirement planning.
Personal Banker
JP Morgan Chase Bank NA
Anaheim, CA
10.2016 - 11.2021
- Accountable for prospecting and acquiring new customers as well as retaining and deepening existing relationships.
- Partnered with the branch team and specialist to assist customers with specialized financial needs.
- Maintained a portfolio of new and existing clients to provide the best product recommendations.
- Responsible for meeting the sales and service of growing business customers.
Teller
JP Morgan Chase
Tustin, CA
02.2016 - 11.2016
- Processed daily client transactions such as: deposits, withdrawals, money transfers, loan payments, and selling cashiers checks.
- Accurately maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance.
Server
Crave Restaurant
Santa Ana, CA
04.2014 - 10.2016
- Provided excellent wait service to ensure satisfaction.
- Making menu recommendations, answering questions and sharing additional information with restaurant patrons.
Skills
- Cultivated a culture of active listening to enhance team collaboration
- Led initiatives that fostered leadership development among peers
- Orchestrated problem-solving sessions to address complex challenges
- Promoted a high standard of professionalism and work ethics across teams
- Acquired life insurance, SIE, and Series 63 licenses to enhance service offerings
LANGUAGES
English (Fluent)
Spanish (Fluent)
Certification
SIE
SERIES 63
Life Insurance
Timeline
Relationship Banker
JP Morgan Chase Bank NA
11.2021 - Current
Personal Banker
JP Morgan Chase Bank NA
10.2016 - 11.2021
Teller
JP Morgan Chase
02.2016 - 11.2016
Server
Crave Restaurant
04.2014 - 10.2016