Rolando J. Chamale Gonzalez
Lancaster,CA
Summary
Client focused financial and banking professional, offering 11 years of verifiable experience. Expert at efficiently evaluating clients’ assets whilst educating them on different financial and investment products to develop comprehensive financial plans that facilitate the attainment of their financial goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPM Chase
Lancaster, California
10.2024 - Current
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Relationship Banker
Wells Fargo Bank
North Hollywood, California
09.2023 - 10.2024
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
- Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
- Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
- Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Senior Business Banker Specialist
Wells Fargo Bank
Reseda, California
02.2018 - 09.2023
- Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-5MM) within assigned portfolios
- Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
- Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
Business Banker Specialist
Wells Fargo Bank
Canoga Park, California
08.2015 - 02.2018
- Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
- Engage in prospect activities and employ contact strategies focused on generating new small business relationships
- Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
Personal Banker
Wells Fargo Bank
Van Nuys, California
03.2013 - 08.2015
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Develop understanding of bank products and services to connect to customers' needs
Education
Los Angeles Pierce College
Woodland Hills, California06.2025
Skills
- Financial advising
- Portfolio management
- Persuasive communication style
- Cash flow management
- Relationship building and management
- Financial planning
Certification
- CA Insurance Agent Life & Variable Annuities
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
Timeline
Relationship Banker
JPM Chase
10.2024 - Current
Relationship Banker
Wells Fargo Bank
09.2023 - 10.2024
Senior Business Banker Specialist
Wells Fargo Bank
02.2018 - 09.2023
Business Banker Specialist
Wells Fargo Bank
08.2015 - 02.2018
Personal Banker
Wells Fargo Bank
03.2013 - 08.2015
- CA Insurance Agent Life & Variable Annuities
- FINRA SIE
- FINRA Series 6
- FINRA Series 63
Los Angeles Pierce College
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