Walter Jaco
Granada Hills,CA
Summary
Results-driven Merchant Consultant known for unparalleled productivity and efficiency in completing tasks. Possesses deep understanding of market analysis, customer relationship management, and strategic planning. Excels at communication, problem-solving, and adaptability, ensuring success in navigating complex business environments and fostering strong client relationships.
Overview
1
1
Language
3
3
years of post-secondary education
21
21
years of professional experience
Work History
Merchant Consultant
Bank of America
Valencia, California
07.2023 - 09.2025
- Analyzed client needs to recommend tailored merchant services, enhancing client satisfaction.
- Conducted market research to identify emerging trends in payment processing solutions, informing strategic recommendations.
- Collaborated with cross-functional teams to enhance customer support strategies.
- Collaborated with financial centers for client outreach, securing new business opportunities for the bank.
Small Business Consultant
Bank of America
Reseda, California
06.2018 - 06.2022
- Strategically made client outreach from a book of business assigned to me to bring new business to the bank.
- Helped bank clients grow their business by recommending credit options based on what their business needs currently are.
- Types of credit options included business credit cards, lines of credit, sba lending and commercial real estate refinancing and purchasing.
Personal Banker
Bank of America
Reseda, California
09.2013 - 05.2017
- Provided personalized financial advice to enhance client banking experience.
- Assisted clients with account openings and financial product inquiries.
- Made referrals to based on clients needs for home purchase, small business, and investment needs.
- Educated customers on digital banking tools and services available.
Sales and Service Specialist
Bank of America
Reseda, California
09.2008 - 05.2012
- Provided exceptional customer service and support to bank clients.
- Assisted customers with account inquiries and transaction processing.
- Educated clients on banking products and services available.
Bank Teller
Bank of America
Reseda, California
11.2004 - 12.2007
- Processed customer transactions efficiently and accurately at a leading financial institution.
- Assisted customers with account inquiries and provided information on banking services.
- Maintained cash drawer, ensuring accuracy and compliance with bank policies.
Education
Associate of Science - General Studies
Los Angeles Pierce College
Winnetka, CA 06.2000 - 07.2003
Skills
- Merchant services
- Payment solutions
- Market analysis
- Client engagement
Languages
Spanish
Professional
Timeline
Merchant Consultant
Bank of America
07.2023 - 09.2025
Small Business Consultant
Bank of America
06.2018 - 06.2022
Personal Banker
Bank of America
09.2013 - 05.2017
Sales and Service Specialist
Bank of America
09.2008 - 05.2012
Bank Teller
Bank of America
11.2004 - 12.2007
Associate of Science - General Studies
Los Angeles Pierce College
06.2000 - 07.2003