Summary
Overview
Work History
Education
Skills
Timeline
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Solange Pazmino

Summary

Tenacious Client Service Executive with 5 years of successful leadership and management experience. Committed to bettering the client service experience with timely assistance and helpful feedback. Confident and reliable with exceptional interpersonal communication and multitasking abilities. Passionate about creating organizational success.

Overview

9
9
years of professional experience

Work History

Client Service Officer -AVP

Citibank
05.2022 - Current
  • Deliver wealth management services to clients with guidance from the Banker teams
  • Manage and execute business and individual banking, credit, and investment products
  • Ensure transactions are completed within audit and compliance standards as well as timely
  • Take ownership of client investigations and collaborate with operational and middle office teams to ensure effective resolution
  • Coordinate account maintenance for products and reporting
  • Enforce banking policies and procedures to ensure operational integrity
  • Arrange and participate in client visits and perform service quality check-in calls to clients.

Lead Associate Ops /Assistant Manager

JP Morgan & Chase
07.2021 - 05.2022
  • Supported Branch Manager with operations, including loss control, compliance and audit standards
  • Directing operations in retail or market setting.
  • Evaluated team member performance regularly, providing constructive feedback for continuous improvement.
  • Handling payments and billing logistics.
  • Responding to customer queries.
  • Enhanced client satisfaction with effective communication, regular progress updates, and prompt resolution of concerns.

Associate Banker

JP Morgan & Chase
02.2019 - 07.2021
  • I provided customer outreach to gauge success and offer tools to meet banking and investment goals.
  • Play a critical role in branches by delivering exceptional customer experiences, helping customers with everyday transactions, and forming long-lasting, meaningful relationships with our clients.
  • Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
  • Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.

Teller

JPMoragn & Chase
01.2016 - 02.2019
  • Presented products and services while educating clients on utilizing available access channels
  • Ensured transactions were accurate and complied with policies, procedures and regulatory requirements.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.

Education

Bachelor of Science - Accounting

Lehman College of The City University of New York
The Bronx, NY
05.2025

Associate of science (as) - Accounting

Hostos Community College of The City University of New York
The Bronx, NY
05.2019

Skills

  • Microsoft Word
  • PowerPoint
  • Excel
  • Time management skills
  • Clear communication skills
  • Teamwork and Collaboration
  • Problem-Solving
  • Attention to Detail
  • Problem-solving abilities
  • Multitasking Abilities
  • Reliability
  • Self Motivation

Timeline

Client Service Officer -AVP

Citibank
05.2022 - Current

Lead Associate Ops /Assistant Manager

JP Morgan & Chase
07.2021 - 05.2022

Associate Banker

JP Morgan & Chase
02.2019 - 07.2021

Teller

JPMoragn & Chase
01.2016 - 02.2019

Bachelor of Science - Accounting

Lehman College of The City University of New York

Associate of science (as) - Accounting

Hostos Community College of The City University of New York

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Solange Pazmino