Sofia Trejo
San Diego,CA
Summary
Versatile banking professional with a strong background in branch operations, customer service, and transaction accuracy. Recognized for reliable leadership, staff supervision, and attention to detail. Ready to support daily operations and strengthen compliance standards.
Overview
6
6
years of professional experience
Work History
Branch Operations Lead
JPMorgan Chase
San Diego, California
11.2025 - Current
- Leading a team to ensure operational processes and procedures are followed efficiently and effectively.
- Led daily branch operations, balancing customer service, staffing, and workflow priorities.
- Reviewed branch reports and cash controls to maintain accurate operational records.
- Partnered with branch leadership to improve process consistency and team communication.
- Trained employees on service procedures, compliance steps, and branch system usage.
- Performed routine audits of branch operations to identify areas for improvement.
Associate Banker
JPMorgan Chase
San Diego, California
05.2021 - 10.2025
- Processed routine transactions using Chase banking systems and branch procedures.
- Resolved account issues by explaining policies and guiding customers through next steps.
- Identified customer needs and recommended suitable checking, savings, and credit solutions.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
- Completed daily cash balancing and operated ATMs.
Education
Business
University of Arizona
Tucson, AZSkills
- Training and development
- Reliable
- Effective communication
- Compliance auditing
- Attention to detail
- Staff supervision
- Bilingual in Spanish
Timeline
Branch Operations Lead
JPMorgan Chase
11.2025 - Current
Associate Banker
JPMorgan Chase
05.2021 - 10.2025
Business
University of Arizona