OMAR MONSIVAIS
Dallas,TX
Summary
Strategic community and market leader with 16 years of progressive leadership at JPMorgan Chase. Design and execute integrated economic opportunity strategies advancing financial health, workforce mobility, small business growth, and homeownership access. Lead a 24-partner external portfolio across South and Southern Dallas, aligning Corporate Responsibility priorities with business objectives and generating measurable referral pipelines across Consumer Banking, Business Banking, Home Lending, and Wealth Management.
Overview
16
16
years of professional experience
Work History
Community Manager
JPMorgan Chase & Co.
01.2022 - Current
- Architect and execute market-level economic opportunity strategy aligned to Corporate Responsibility priorities.
- Steward a 24-organization partnership portfolio advancing workforce mobility, entrepreneurship, financial health, and homeownership access.
- Lead cross-line-of-business integration across Consumer Banking, Business Banking, Home Lending, and Wealth Management.
- Generate qualified referral pipelines supporting deposit growth, small business acquisition, mortgage readiness, and wealth advisory engagement.
- Represent the firm in high-visibility civic forums and media engagements.
Private Client Branch Manager | Branch Manager | Relationship Banker | Escalation Supervisor (Interim)
JPMorgan Chase & Co.
01.2010 - 01.2022
- Directed multi-million-dollar branch operations with full accountability for revenue performance and regulatory compliance.
- Built and developed high-performing teams driving client acquisition, lending expansion, and portfolio growth.
- Strengthened operational controls and ensured adherence to enterprise risk and governance frameworks.
Education
Associate Degree - Business Administration
Southern New Hampshire University
Online Based06-2026
Bachelor’s Degree - Business Admin W/ A Concentration in Public Admin
Southern New Hampshire University
Online Based04-2027
Skills
- Economic Opportunity Strategy
- Cross-Firm Integration
- Workforce Development
- Financial Health & Asset Building
- Small Business Ecosystem Engagement
- Homeownership Access Strategy
- Stakeholder & Government Relations
- Risk-Aware Program Execution
- Executive Communication
Websites
Affiliations
- Board Member – Dallas Women’s Christian Job Corp
- Board Member – Parkland Community Action Board – Bluitt Flowers
Timeline
Community Manager
JPMorgan Chase & Co.
01.2022 - Current
Private Client Branch Manager | Branch Manager | Relationship Banker | Escalation Supervisor (Interim)
JPMorgan Chase & Co.
01.2010 - 01.2022
Associate Degree - Business Administration
Southern New Hampshire University
Bachelor’s Degree - Business Admin W/ A Concentration in Public Admin
Southern New Hampshire University