Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Veronica Torres

Fontana,CA

Summary

Dynamic banking professional with proven success at JP Morgan Chase in client acquisition and relationship building. Recognized for enhancing operational efficiency and delivering exceptional customer service. Expertise in financial services complemented by a commitment to continuous improvement, driving business growth through strategic networking and personalized solutions.

Experienced with private client banking, emphasizing relationship management, financial planning, and investment strategies. Utilizes deep understanding of client needs to offer tailored financial solutions. Track record of fostering trust and achieving client satisfaction through effective communication and service.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Private Client Banker

JP Morgan Chase
11.2013 - Current
  • Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
  • Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Participated in ongoing professional development to continuously enhance skills and market expertise.

Relationship Banker

JP Morgan Chase
02.2011 - 11.2013
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.

Assistant Store Manager

Chico's FAS
06.2008 - 02.2011
  • Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
  • Rotated merchandise and displays to feature new products and promotions.

Education

No Degree - Business Administration

California State Polytechnic University, Pomona
Pomona, CA

High School Diploma -

Pomona Catholic Girls High School
Pomona, CA
05-1987

Skills

  • Client acquisition
  • Relationship building
  • Continuous improvement
  • Financial services
  • Sales expertise
  • Banking

Accomplishments

    National Achiever for the following years : 2012, 2015, 2019 and 2024

Certification

Series 6

Series 63

Life Insurance

Notary Public

Languages

Spanish
Native or Bilingual

Timeline

Private Client Banker

JP Morgan Chase
11.2013 - Current

Relationship Banker

JP Morgan Chase
02.2011 - 11.2013

Assistant Store Manager

Chico's FAS
06.2008 - 02.2011

No Degree - Business Administration

California State Polytechnic University, Pomona

High School Diploma -

Pomona Catholic Girls High School

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Veronica Torres