Lissette Rios
San Jose,CA
Summary
Dynamic Multi-Site Branch Manager with extensive experience in branch operations and private client banking. marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills.
Overview
12
12
years of professional experience
Work History
Branch Manager
JPMorgan Chase
Sunnyvale, CA
05.2018 - Current
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
- Conducted financial due diligence on potential investments and acquisitions.
- Multi-Site Branch management experience
Private Client Banker
JPMorgan Chase
Sunnyvale, CA
12.2014 - 05.2018
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
Relationship Banker
JPMorgan Chase
Sunnyvale, CA
12.2012 - 12.2014
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with team members to improve overall performance and achieve branch goals consistently.
Education
Associate of Arts - Industrial And Organizational Psychology
De Anza College
Cupertino, CASkills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Coaching and Mentoring
- Great time management skills
Accomplishments
Outstanding Performer of 2023
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
JPMorgan Chase
05.2018 - Current
Private Client Banker
JPMorgan Chase
12.2014 - 05.2018
Relationship Banker
JPMorgan Chase
12.2012 - 12.2014
Associate of Arts - Industrial And Organizational Psychology
De Anza College