Summary
Overview
Work History
Education
Timeline
Generic

Jessica Vasquez

Santa Clarita

Summary

Outgoing communicator with proven ability to handle detail-oriented work in a professional manner. Accomplished administrative professional who is fluent in Spanish, versatile, reliable, and efficient with supporting managers and executives in fast-paced environments. Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently. Consistently positive and friendly teammate committed to reaching business goals. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills.

Overview

15
15
years of professional experience

Work History

Business Solution Advisor (BSA)

Bank of America
Valencia
12.2018 - Current
  • Work with Small Businesses with annual revenues up to $5 million and up and serve as the primary point of contact within the financial center.
  • Build and retain business relationships.
  • Acquire and deepen existing relationships through face to face meetings.
  • Review business priorities and refer to Business Banker for complex lending needs and support.
  • Address any life priorities and refer to Mortgage or Financial Advisor.
  • Proactively work on outreach and SCOR report.
  • Conduct weekly connects with business partners.
  • Support the branch manger in conducting weekly Morning Briefs
  • Keep branch associates updated on business promotions
  • Support RB line for any warm transfers and introductions

Relationship Manager

Bank of America
Santa Clarita
01.2016 - 12.2018
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.

Sales Service Specialist

Bank of America
Santa Clarita
01.2015 - 01.2016
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Teller Associate

Bank of America
Santa Clarita
02.2011 - 01.2015
  • Balanced daily cash deposits and vault inventory.
  • Prepared official checks for customer and internal bank needs.
  • Identified and reported suspicious behavior to security personnel as appropriate.

Education

Some College (No Degree) -

College of The Canyons
Valencia, CA

Timeline

Business Solution Advisor (BSA)

Bank of America
12.2018 - Current

Relationship Manager

Bank of America
01.2016 - 12.2018

Sales Service Specialist

Bank of America
01.2015 - 01.2016

Teller Associate

Bank of America
02.2011 - 01.2015

Some College (No Degree) -

College of The Canyons
Jessica Vasquez