Summary
Overview
Work History
Education
Skills
Languages
Timeline
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William Jaramillo

William Jaramillo

Frisco

Summary

Dynamic and motivated sales manager with over 15 years of experience in financial services. Skilled in building teams and new relationships to develop new business and cultivate existing business beyond to home lending, business banking and investment partnerships.

Overview

17
17
years of professional experience

Work History

VP, Branch Manager

J.P. Morgan Chase
08.2022 - Current
  • Actively coach and develop branch bankers to meet and exceed client expectations
  • Manage employee relations and HR concerns for multiple teams
  • Oversee the implementation, development, and regular maintenance of operational controls and risk management
  • Work closely with Chase partners to ensure every client is engaged to promote a client-centered environment
  • Enhance customer service engagement to understand and meet financial needs
  • Consistently achieve a risk-free environment by successfully reviewing each operational control on a daily/ weekly basis and passing quarterly/yearly audits
  • Network with community businesses and nonprofits to increase visibility and ultimately provide business services.

Home Lending Specialist

J.P. Morgan Chase
01.2021 - 08.2022
  • Delivered strong results in home lending products and exceptional customer service through the sales process
  • Served as the customer's point of contact throughout the life of the loan, adhering to all regulatory requirements while marketing and promoting the financial products offered by Chase
  • Responsible for serving as the Home Lending Specialist at multiple branches by coaching and mentoring the branch team
  • Provided training to various branch teams on products and services
  • Maintained 100% on individual customer service scores year to date.

VP, Branch Manager

J.P. Morgan Chase
03.2018 - 12.2020
  • Coached and developed team to effectively execute branch strategy of attaining full customer portfolio
  • Worked closely with lending and investment partners to promote a client-centered environment
  • Lead and modeled supportive culture to generate revenue growth and team member development
  • Networked with community businesses and nonprofits to increase visibility and ultimately provide financial services.

Branch Manager

Wells Fargo Bank
03.2014 - 03.2018
  • Recruited, hired, trained, and coached team members
  • Effectively mentored team members to deliver business strategy by exceeding performance expectations each month
  • Adhered and reinforced internal and regulatory policies to successfully pass operational audit throughout each year
  • Observed, modeled, and coached team members to ensure revenue strategy is exceeded with each client
  • Partnered closely with mortgage and financial advisors to implement sales strategies on a daily basis
  • Developed team members to support career growth paths.

Assistant Manager

Wells Fargo Bank
09.2013 - 03.2014
  • Managed sales of bank products, business acquisitions, operations, and customer service
  • Actively partnered with mortgage and financial advisors to exceed clients’ financial expectations
  • Ensured branch operations remained within compliance
  • Demonstrated excellent business-decision skills to protect our clients and institution
  • Partnered with the branch manager to coach each team member
  • Modeled skills and behaviors to surpass company goals around sales and customer experience to 102%.

Personal Banker/ Business Banker

Wells Fargo Bank
11.2007 - 09.2013
  • Managed customer portfolios, serviced relationships, and cross-sold products/services to consumer and business clients
  • Provided financial advice, which included lending, retirement, investment referrals, and credit recommendations to consumer and business relationships
  • Individually surpassed the customer experience goal by 101%.

Education

B.S. Criminal Justice -

California Coast University
03.2025

Skills

  • Home Lending
  • Customer Service
  • Strategic Planning
  • Regulatory Compliance
  • Business Banking
  • Client Retention
  • Financial Services
  • Revenue Growth Generation
  • Mentoring

Languages

Spanish
Native or Bilingual

Timeline

VP, Branch Manager

J.P. Morgan Chase
08.2022 - Current

Home Lending Specialist

J.P. Morgan Chase
01.2021 - 08.2022

VP, Branch Manager

J.P. Morgan Chase
03.2018 - 12.2020

Branch Manager

Wells Fargo Bank
03.2014 - 03.2018

Assistant Manager

Wells Fargo Bank
09.2013 - 03.2014

Personal Banker/ Business Banker

Wells Fargo Bank
11.2007 - 09.2013

B.S. Criminal Justice -

California Coast University

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William Jaramillo