Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jennifer Campbell

Winchester

Summary

Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.

Overview

7
7
years of professional experience

Work History

Relationship Banker

Bank of America
Winchester
08.2018 - 11.2025
  • Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
  • Assisted clients with estate planning and wealth management services, ensuring financial security.

Education

Some College (No Degree) -

Southwestern College
Chula Vista, CA

Skills

  • Account closings
  • Relationship building and management
  • Policy development and implementation
  • Account audits
  • Recordkeeping requirements
  • Community relations
  • Financial services

Languages

Spanish
Professional

Timeline

Relationship Banker

Bank of America
08.2018 - 11.2025

Some College (No Degree) -

Southwestern College

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Jennifer Campbell