Edlin Vejar
NEWPORT BEACH
Summary
Professional Summary
Administrative Assistant with 4+ years of experience in the banking and financial services industry providing high-level executive and team support. Skilled in calendar management, travel coordination, meeting logistics, expense reporting, and onboarding new hires. Known for handling confidential information with discretion, managing multiple priorities in fast-paced environments, and ensuring smooth daily operations. Proficient in Microsoft Office Suite, Google Workspace, and expense systems such as Concur.
Overview
10
10
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
Newport Coast
02.2026 - Current
- Met sales and referral goals through proactive outreach and product recommendations.
- Cultivated client relationships through identifying needs and recommending tailored banking solutions.
- Facilitated account openings, maintenance, loans, and digital banking services to enhance customer experience.
- Addressed customer concerns promptly, ensuring exceptional service and support.
- Processed transactions accurately and ensured compliance with banking policies and procedures.
Business Banking Senior Administrative Assistant
JPMorgan Chase Bank N.A
Irvine
11.2021 - 06.2025
- Managed complex calendars, coordinated meetings, and arranged domestic and international travel for senior executives, optimizing schedules to enhance executive availability.
- Coordinated executive meetings, team events, and client-facing engagements, ensuring seamless logistics and effective communication to support strategic initiatives.
- Acted as a liaison between executives, clients, and internal stakeholders while managing expense reports, invoices, and administrative operations.
- Prepared reports, presentations, meeting materials, and correspondence while handling confidential information with discretion.
- Supported onboarding of new hires by coordinating orientation schedules, workspace setup, system access, and training resources.
Consumer Bank Lead Operations Associate
JPMorgan Chase Bank N.A
Irvine
04.2018 - 10.2021
- Completed financial transactions accurately and efficiently while adhering to regulatory compliance.
- Executed branch business priorities through clear communication and coordinated team efforts.
- Collaborated with Branch Manager to cultivate positive branch culture, improving customer experience.
- Trained and mentored new associates on customer service best practices and operational procedures, ensuring consistent service delivery.
- Analyzed customer feedback to identify areas for service improvement and implemented solutions.
Consumer Bank Associate Banker
JPMorgan Chase Bank N.A
Costa Mesa
08.2016 - 03.2018
- Enhanced client experience by welcoming and thanking over 80 clients daily.
- Specialized in Chase offerings to assist customers with banking needs, utilizing Chase mobile app and Chase.com.
- Partnered with a team of 15 to foster a holistic positive customer experience.
- Trained new employees on customer service best practices and banking products.
- Reviewed customer feedback to improve service delivery and resolve concerns.
Education
Bachelor of Arts -
California State University
FullertonSkills
- Client relationship management
- Customer engagement
- Team collaboration
- Effective communication
- Time management
- Task prioritization
- Office administration
Timeline
Client Relationship Consultant
U.S. Bank
02.2026 - Current
Business Banking Senior Administrative Assistant
JPMorgan Chase Bank N.A
11.2021 - 06.2025
Consumer Bank Lead Operations Associate
JPMorgan Chase Bank N.A
04.2018 - 10.2021
Consumer Bank Associate Banker
JPMorgan Chase Bank N.A
08.2016 - 03.2018
Bachelor of Arts -
California State University