Marco Velasquez
Mount Prospect,IL
Summary
Detail oriented individual with a solid background in financial services. Recognized for exceptional problem solving
abilities and resourcefulness, committed to optimizing client relationships and achieving operational excellence. Dedicated banking professional with strong skills in customer service and team collaboration. Known for delivering
exceptional financial solutions and enhancing client experiences while maintaining compliance and operational excellence.
Overview
2
2
Languages
1
1
Certification
7
7
years of professional experience
Work History
Senior Premier Banker
Wells Fargo
Evanston, IL
01.2026 - Current
- Built and managed portfolio of high-value relationships through proactive financial guidance, exceptional client service, and strategic relationship development to enhance client satisfaction and loyalty.
- Identified opportunities to deepen client relationships by leveraging Wells Fargo’s comprehensive suite of banking, credit, investment, and wealth-management products and services to optimize client engagement.
- Partner closely with mortgage, business banking, investment, and wealth-management specialists to deliver comprehensive financial solutions and maximize client outcomes.
- Drove growth through client acquisition, referrals, relationship expansion, and consultative sales strategies while ensuring strong risk-management and compliance standards.
Private Client Banker
JPMorgan Chase
Palatine, IL
10.2022 - 01.2026
- Increased awareness and enrollment in Chase Private Client program through targeted client communication.
- Drove awareness and enrollment in Chase Private Client program through effective client communication.
- Worked closely with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to facilitate
- expert connections.
- Improved client experience by implementing digital self-service banking solutions for easier access.
- Maintained compliance with all bank policies and regulations to minimize risk exposure.
Relationship Banker
BMO Harris Bank
Wood Dale, IL
01.2022 - 10.2022
- Established positive banking experiences for existing and prospective BMO customers through effective relationship building, enhancing customer loyalty.
- Actively listened to identify customer needs, delivering tailored financial solutions that addressed specific goals.
- Collaborated with branch staff and cross-functional teams to align business goals, resulting in improved customer satisfaction.
Personal Banker
First American Bank
Rolling Meadows, IL
02.2021 - 01.2022
- Engaged existing and prospective clients through needs-based assessments, identifying financial opportunities in banking, lending, and investments to enhance client satisfaction.
- banking, lending, and investments.
- Resolved complex issues and educated clients on digital banking tools, ensuring a seamless customer experience and increasing client confidence in services.
- Maintained operational excellence by managing documentation, executing internal audits, and ensuring compliance with policies.
- Generated appointments, participated in community outreach, and mentored colleagues, contributing to branch growth and fostering a collaborative team environment.
Universal Banker
PNC Bank
Mount Prospect, IL
10.2019 - 01.2021
- Consistently received perfect scores on customer feedback surveys by providing top-tier service.
- Managed account responsibilities, opening new accounts and resolving client issues to enhance customer satisfaction.
- Cultivated customer relationships by assessing financial needs and providing tailored solutions.
- Engaged in outbound sales activities to expand the customer base effectively.
- Executed outbound sales initiatives to effectively grow customer base and increase engagement.
Education
High School Diploma -
John Hersey High School
Arlington Heights, IL06-2014
Skills
Client relationship management
Sales negotiation strategies
Resourcefulnessess
Team collaboration
Analytical skills
Problem solving
Team collaborationboration
Time Management
Sales Negotiationtion strategies
Resourcefulness
Client management
Networking skills
Certification
Series 63
Series 6
Securities Industry Essentials
State of Illinois Notary
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Premier Banker
Wells Fargo
01.2026 - Current
Private Client Banker
JPMorgan Chase
10.2022 - 01.2026
Relationship Banker
BMO Harris Bank
01.2022 - 10.2022
Personal Banker
First American Bank
02.2021 - 01.2022
Universal Banker
PNC Bank
10.2019 - 01.2021
High School Diploma -
John Hersey High School