Summary
Overview
Work History
Education
Skills
Timeline
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JANET VARGAS

Los Angeles

Summary

Results-driven professional with extensive experience overseeing operational integrity, performing quality control, and managing complex client servicing needs. Skilled in leading audits, managing high-stakes transactions, and maintaining client data integrity. Strong communicator and team leader focused on fostering development and maintaining operational excellence. Proven track record of managing services, exceeding client satisfaction standards, ensuring compliance with regulations, and leading teams to achieve departmental and organizational goals while minimizing risk to the bank.

Overview

20
20
years of professional experience

Work History

PRIVATE BANKING OPERATIONS MANAGER

JP Morgan Chase
07.2023 - 07.2024
  • Assisted in the implementation of the transition and merger plan, ensuring it was completed within guidelines and minimal errors.
  • Managed cross-functional teams to streamline business processes.
  • Provided ongoing support and guidance to the team ensuring smooth operations.
  • Continued to train the team in changes and making adjustments as needed to stay on track.
  • Helped with implementing new processes, to help improve efficiency and still providing outstanding customer service.
  • Coached the team on new regulations and ensuring the bank stayed compliant to laws and regulations.

Private Bank Client Services Operations Manager

First Republic Bank
02.2021 - 07.2023
  • Collaborated closely with personal bankers, wealth management, relationship managers and other private banking teams to ensure seamless customer service.
  • Lead and execute multiple annual audits and reviews to maintain compliance with operational standards and regulations. Ensure the continuous updates of policies and procedures based on regulations.
  • Manage ACH & Wire transactions, ensuring accurate and timely execution of temporary and permanent limit approvals within assigned authority limits. Reviewed overdrafts, stop payments, chargebacks, POS/Reg E disputes, adjustments, cash balancing processing, courier services, KYC, CTR and AML requirements.
  • Handle client escalations, providing swift resolution and assisting team members in managing complex client research and service needs. Minimize risk and coached the team to comply with changing regulations by staying informed.
  • Oversee operational integrity, including management of weekly, monthly and quarterly certifications. Implement operational procedures in alignment with internal policies and directives, ensuring seamless and efficient financial center operations.
  • Conducted interviews for internal and external candidates to ensure alignment with company hiring standards.
  • Streamlined client’s service requests by effectively prioritizing and managing incoming client requests across multiple channels, including emails, phone calls, faxes, and in-person interactions.
  • Collaborated with senior management, director and to establish and implement business plans that align with the bank’s short and long-term objectives. Identify obstacles and improve operational processes, refining procedures and best practices to enhance customer service and operational efficiency.
  • Conduct performance evaluations, offer constructive feedback, and host meetings to support the professional development of the team members. Provided consistent coaching and positive feedback to staff on performance, recognizing accomplishments and addressing areas of improvement.

Senior Customer Service Manager

Wells Fargo Bank
02.2004 - 12.2020
  • Increased team member retention by reducing turnover. Introducing new engagement activities, focused on leveraging team strengths, empowering participation in company events, and fostering a positive, growth-oriented work environment.
  • Built strong professional relationships by successfully coaching, developing, and promoting over twenty employees within a year. Partnered with district management to develop high-potential team members, reducing job vacancies and alleviating staffing shortages across the district.
  • Acted as a regional service manager, overseeing transaction approvals, coaching new service managers, and leveraging leadership experience their decision-making and problem solving skills.
  • Ensure financial center compliance with banking laws, regulations, policies, and procedures, mitigating risk exposure and operating within the bank’s risk appetite. Proactively identify, assess, manage, monitor, and report risks to achieve optimal operational results.
  • Consistently achieved a score of 95% in yearly audits. Assisted neighboring branches in improving processes to reduce risks. Guided service managers on organizing documentation and streamlining workflows to enhance operational efficiency.
  • Monitor, coach, and hold team accountable for meeting sales targets, performance goals, and operational compliance. Drive continuous improvement in team performance, ensuring high standards and Drive delivery.
  • Lead and organized monthly meetings for tellers, lead tellers and service managers. Creating agendas, sharing updates on risk management, and reinforcing key messages to ensure consistent communication across teams.

Education

Associate of Business Administration -

Santa Ana College
Santa Ana, CA

Diploma - undefined

Santa Ana High School
Santa Ana, CA

Skills

  • Fluent in English and Spanish
  • Proficient in Word, Excel, and PowerPoint
  • Prioritization in fast-paced settings
  • Team collaboration and leadership
  • Problem-solving
  • Operations management
  • Customer service
  • Team leadership

Timeline

PRIVATE BANKING OPERATIONS MANAGER

JP Morgan Chase
07.2023 - 07.2024

Private Bank Client Services Operations Manager

First Republic Bank
02.2021 - 07.2023

Senior Customer Service Manager

Wells Fargo Bank
02.2004 - 12.2020

Diploma - undefined

Santa Ana High School

Associate of Business Administration -

Santa Ana College

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JANET VARGAS