Jazmin Navarro
Nipomo
Summary
Results-driven Business Banking Professional with 10 years of experience in consumer and commercial banking. Expertise in managing high-value commercial banking portfolios, ranging from $5 million to $2 billion. Proven track record of cultivating strong client relationships, driving new business opportunities, and delivering tailored financial solutions across multiple sectors. Adept at leveraging digital tools and collaborating with cross-functional teams to enhance client satisfaction and mitigate risks. Skilled in sales, business development, financial analysis, and compliance.
Overview
10
10
years of professional experience
Work History
Global Commercial Banking Officer Sales Support Associate
Bank of America
03.2020 - Current
- Manage a portfolio of commercial banking clients with annual revenues ranging from $5 million to $2 billion, providing comprehensive financial solutions
- Collaborate with Relationship Managers to identify and pursue new business opportunities, consistently surpassing sales targets
- Partner with treasury, merchant, and investment teams to design customized solutions, enhancing client relationships and mitigating risk
- Utilize digital tools and banking partners to optimize client operations and improve fraud management
- Conduct both in-person and virtual client meetings to strengthen relationships and drive growth
Small Business Banker / Small Business Champion
Wells Fargo
08.2016 - 03.2020
- Led small business banking initiatives, offering financial solutions to help clients grow and manage their businesses
- Acted as the Audit and Compliance team lead, ensuring adherence to regulatory standards and best practices in risk management
- Built long-term client relationships by understanding business needs and tailoring financial solutions for growth
- Consistently exceeded sales goals, contributing to the growth of the bank’s small business portfolio
Relationship Banker
Bank of America
02.2015 - 08.2016
- Delivered personalized banking services to individual clients, helping them achieve their financial goals
- Promoted a variety of financial products, including credit cards, loans, and investment solutions
- Managed client portfolios and identified cross-selling opportunities to drive revenue growth
Education
Political Science Major -
Allan Hancock College
01.2014
Skills
- Salesforce
- Tableau
- Microsoft Excel
- PowerPoint
- Client Relationship Management
- Business Development
- Sales
- Financial Analysis
- Risk Mitigation
- Audit & Compliance
Projectsandachievements
- Successfully collaborated with Relationship Managers to win large RFPs (Requests for Proposals), reclaiming previously lost clients with a personalized approach and tailored solutions.
- Led the region in closed pipeline for both deposits and lending, demonstrating exceptional sales skills and a keen understanding of client needs.
- Recognized for three consecutive quarters as a top performer for both digital engagement and market leadership.
- Closed a cross-line-of-business deal that expanded client relationships by introducing referrals to investment partners and private banking services.
Timeline
Global Commercial Banking Officer Sales Support Associate
Bank of America
03.2020 - Current
Small Business Banker / Small Business Champion
Wells Fargo
08.2016 - 03.2020
Relationship Banker
Bank of America
02.2015 - 08.2016
Political Science Major -
Allan Hancock College
Similar Profiles
Daniel NavaDaniel Nava
Lead Operations Representative at Bank of AmericaLead Operations Representative at Bank of America
Jessica CataldoJessica Cataldo
Senior Delivery Lead at Bank of AmericaSenior Delivery Lead at Bank of America
Robert MarcoRobert Marco
Lead Operations Representative at Bank of AmericaLead Operations Representative at Bank of America