Summary
Overview
Work History
Education
Skills
Timeline
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Evelyn Jarquin

Lancaster,CA

Summary

Innovative and detail-oriented Relationship Banker successful at improving operations, impacting business growth and enhancing profits. Customer-centered banking professional with a diverse financial service career in institutional business development and management.

Overview

20
20
years of professional experience

Work History

Branch Assistant Manager

US Bank
Lancaster, California
07.2017 - Current

Demonstrated knowledge of branch financial products, including loans and lines of credit. Built rapport with account holders by reaching out with product recommendations and account updates. Reviewed credit applications for risk factors and credit worthiness. Supervised team of 9 branch employees and made recommendations regarding performance evaluations. Coach and develop branch staff by offering constructive feedback and training opportunities. Developed and managed employee schedules, balancing individual requests and requirements with business needs. Responded to customers concerns, working with manager to raise customer satisfaction ratings.

Relationship Banker/SBS/MOD

Chase Bank
Palmdale, California
07.2006 - 07.2017

Lead role in delivering an outstanding experience to Chase customers. Acquire, manage, retain meaningful
relationships with customers, using financial knowledge to offer thoughtful solutions to help address their
financial needs. Contribute to the success of the branch by: Managing assigned customers and proactively
meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and
tailor product and service recommendations. Making lives of customers easier by sharing and setting up
self-service options to access their accounts 24 hours a day/7 days a week. Partnering with Specialists
(Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts
who can help them with specialized financial needs. Adhering to policies, procedures and regulatory banking
requirements

Senior Teller

California National Bank
Long Beach, California
08.2004 - 07.2006
Under dual control, assist with opening and closing branch daily. Proves the branch and reconciles all negotiable daily. Set teller schedules to ensure the teller stations are adequately staffed. Monitored cash levels at teller stations, CTRs and ATMs. Maintained an adequate level of cash on hand and placed cash orders. Along with the manager, verified cash orders and kept the cash level within the prescribed cash limit for the branch. Maintained sole control procedures on the vault, CTRs and ATMs. Oversaw the maintenance of equipment under the realm of my responsibility. On a daily basis, ensured all teller transactions, ATM and CTR machines were balanced and reconciled. Provided overrides and verified large check deposit and withdrawals. Prepared daily and monthly reports as needed. Display leadership and good judgment at all times.

Education

Associate of Arts - Business Administration

Long Beach City College

Skills

  • FINRA Series 6, 63, Life, Accidental and Health
  • Manager on Duty
  • NMLS Registration
  • Small Business Specialist
  • Licensed Notary
  • Ability to build rapport with clients
  • Speak and write in fluent Spanish
  • Strong work ethic

Timeline

Branch Assistant Manager

US Bank
07.2017 - Current

Relationship Banker/SBS/MOD

Chase Bank
07.2006 - 07.2017

Senior Teller

California National Bank
08.2004 - 07.2006

Associate of Arts - Business Administration

Long Beach City College
Evelyn Jarquin