Tania Villa Orozco
Madera,CA
Summary
Private Client Banker with a proven track record at JPMorgan Chase, excelling in new account acquisition and client satisfaction. Fluent in Spanish, I leverage strong management skills and financial expertise to deliver tailored solutions, fostering trust and loyalty among high-net-worth clients while proactively mitigating risks and capitalizing on opportunities.
Overview
9
9
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
05.2024 - Current
- Licensed Banker (Series 6 & 63)
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Proactively identified potential issues within client portfolios, taking timely action to mitigate risks or capitalize on opportunities.
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
Relationship Banker
JPMorgan Chase
05.2023 - 05.2024
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
Personal Banker / SBS
Chase Bank
08.2020 - 05.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Branch Operations Lead
Chase Bank
04.2019 - 08.2020
- Fostered a culture of continuous improvement by encouraging employee suggestions/input on how to enhance branch operations and customer experience.
- Managed daily branch operations, ensuring compliance with bank policies, procedures, and regulatory requirements.
- Collaborated closely with management to identify areas for process improvement within the branch operations.
- Oversaw teller staff scheduling to maintain appropriate coverage during business hours..
- Mentored new hires, facilitating their onboarding process and fostering a positive team environment.
- Reduced errors and discrepancies, ensuring all transactions were accurately recorded and reported.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- ATM custodian , Vault Custodian
- Counted, verified and handled bank deposits and armored car transactions
Teller
Chase Bank
12.2017 - 04.2019
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Educated customers on use of banking website and mobile apps.
- Supported a safe working environment by adhering to safety protocols during all aspects of ATM maintenance and servicing tasks.
Front End Manager
Vallarta Supermarket
06.2016 - 09.2018
- Maintained excellent store appearance by enforcing cleanliness standards and delegating tasks to team members effectively..
- Promoted from cashier to front end manager within 1 year, demonstrating rapid growth in leadership abilities and operational knowledge.
- Reduced wait times for customers by optimizing staff scheduling and improving employee productivity.
Skills
- Spanish Speaker (Fluent)
- SIE
- SERIES 6
- SERIES 63
- Notary Public
- Management
- Cash handling
Timeline
Private Client Banker
JPMorgan Chase
05.2024 - Current
Relationship Banker
JPMorgan Chase
05.2023 - 05.2024
Personal Banker / SBS
Chase Bank
08.2020 - 05.2023
Branch Operations Lead
Chase Bank
04.2019 - 08.2020
Teller
Chase Bank
12.2017 - 04.2019
Front End Manager
Vallarta Supermarket
06.2016 - 09.2018