Jasmine Perez
Centreville
Summary
Detail-oriented team player with extensive experience in banking operations, cash controls and regulatory compliance within a retail banking enviroment. Known for fostering collaboration, enhancing operational efficiency, and building long-term customer relationships through effective communication and support.
Overview
10
10
years of professional experience
Work History
JP Morgan Chase
Associate Banker
09.2023 - Current
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Ensured strict compliance with banking regulations, security procedures, operations and fraud prevention policies.
- Build long-term customer relationships by delivering professional, personalized service.
- Identified customer financial goals and referred banking products through the team of experts known as OneChase.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Member Service Representative II-III
Northwest Federal Credit Union
03.2022 - 09.2023
- Delivered exceptional member service by addressing inquiries and resolving issues promptly.
- Assisted members with account management, loan applications, and financial product offerings.
- Educated members on digital banking tools, enhancing user engagement and satisfaction.
- Processed transactions efficiently while maintaining compliance with credit union policies and regulations.
- Asses client- specific goals and develop a plate of financial products and services tailored to specific goals of each client.
- Trained new staff on operational procedures, fostering a knowledgeable and efficient team environment.
- Perform daily branch functions like cash balancing, check verification an maintaining logbooks.
- Assist with loan applications such as mortgage, credit cards, auto loans and follow up with documentation.
Teller- Lead Teller
Wells Fargo
09.2015 - 03.2022
- Supervised daily operations, ensuring compliance with banking regulations and policies.
- Trained and mentored new tellers, enhancing team performance and service quality.
- Improved cash handling procedures to minimize discrepancies and enhance accuracy.
- Collaborated with management to streamline processes, increasing efficiency in customer transactions.
- Assist in the leading the team risk, operations and customer service of the teller staff of 8. This included observational coaching, accountability and recognition to help with team member development.
- Work with management team along with my peers to help improve customer service. Area of focus was included direct customer feedback, utilizing outcomes from surveys and our complaints process.
- Assisted Service Manager with duties when they were out of office by managing schedules and ensuring to have enough staff.
Education
High School Diploma -
Mountain View High Scool
Centreville, VANo Degree - Dental Assitant
ACE
Chantilly, VASkills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Multitasking Abilities
- Dependable and responsible
- Reliable, punctual and adaptable
Timeline
JP Morgan Chase
Associate Banker
09.2023 - Current
Member Service Representative II-III
Northwest Federal Credit Union
03.2022 - 09.2023
Teller- Lead Teller
Wells Fargo
09.2015 - 03.2022
High School Diploma -
Mountain View High Scool
No Degree - Dental Assitant
ACE