Jazmin Solano
Carpentersville
Summary
Professional with proven experience in banking and customer relationship management. Skilled in financial advising, cross-selling banking products, and enhancing customer satisfaction. Strong focus on team collaboration and achieving results, adapting to changing needs seamlessly. Possess excellent communication, problem-solving, and organizational skills, ensuring reliability and consistency in delivering high-quality service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO Harris Bank
03.2025 - Current
- Assisted clients with account inquiries and transactions to enhance customer satisfaction.
- Processed customer loan applications, ensuring compliance with financial regulations.
- Educated clients on available banking products and services to promote informed decisions.
- Supported branch operations by maintaining accurate records and documentation for audits.
- Managed cash handling tasks, including deposits and withdrawals, accurately and efficiently.
- Identified opportunities for cross-selling products, leading to increased revenue for the bank.
- Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
- Retained existing clients and attracted new ones through personalized financial product recommendations.
- Developed strong relationships with clients by offering tailored solutions to their financial goals.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
Tutor
Dundee Crown Highschool
11.2023 - 05.2025
- Developed personalized lesson plans tailored to individual student needs.
- Implemented effective study techniques to enhance students' learning experiences.
- Mentored and guided peers to foster collaborative educational environments.
- Evaluated student progress through assessments, adjusting strategies accordingly.
- Supported students with helpful study habits and exam strategies.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Promoted critical thinking skills through engaging activities and consistent reinforcement of complex concepts.
- Supported students in preparing for college entrance exams, leading to improved outcomes and acceptance into desired programs.
Associate Banker
BMO Harris Bank
07.2024 - 03.2025
- Assisted customers with account inquiries and transaction processing.
- Maintained accurate records of customer interactions and transactions.
- Executed daily cash handling procedures in compliance with policies.
- Supported team in achieving operational efficiency through effective communication.
- Adapted quickly to new banking software and systems for improved service delivery.
- Balanced teller drawers and ATM cash.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Opened, closed, and updated accounts for customers.
- Improved referral rates from satisfied clients by building strong relationships based on trust transparency.
- Cross-sold credit cards, loans and other bank products.
Shift Leader
Wingstop
03.2020 - 07.2024
- Supervised daily operations, ensuring adherence to quality standards and safety protocols.
- Trained and mentored new team members, enhancing skills and improving service efficiency.
- Managed inventory levels, optimizing stock replenishment to reduce waste and improve cost control.
- Implemented process improvements, resulting in increased operational efficiency and reduced service times.
- Monitored performance metrics, identifying areas for improvement and developing action plans accordingly.
- Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
- Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
- Provided ongoing training for new hires, fostering a positive team atmosphere that encouraged growth and development.
- Managed inventory and ordered supplies to keep location well stocked with necessary supplies.
- Developed strong communication skills among staff members by encouraging open dialogue during shift meetings or one-on-one discussions.
- Conducted regular team meetings to discuss targets and strategies, keeping everyone aligned with goals.
Education
High School Diploma -
Dundee Crown Highschool
Carpentersville05-2023
Skills
- Branch operations
- Cash handling expertise
- Credit analysis
- Banking software proficiency
- Problem-solving aptitude
- Client needs assessment
- Customer complaint resolution
- Professionalism
- Goal setting
- Know your customer
- Financial goal planning
- Sales skills
- Team building
- Relationship building
- Decision-making
- Verbal and written communication
- Active listening
- Team collaboration
- Critical thinking
- Problem-solving abilities
- Attention to detail
- Time management
- Honest and dependable
- Problem-solving
- Teamwork and collaboration
- Customer service
- Teller background
- Account audits
- Money handling
- Cross-selling
Accomplishments
I was given a Seal of Biliteracy for Spanish
Certification
I am certified in Lending
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Retail Relationship Banker
BMO Harris Bank
03.2025 - Current
Associate Banker
BMO Harris Bank
07.2024 - 03.2025
Tutor
Dundee Crown Highschool
11.2023 - 05.2025
Shift Leader
Wingstop
03.2020 - 07.2024
High School Diploma -
Dundee Crown Highschool
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