Jorge Vasquez
Tempe
Summary
I don’t just manage accounts; I dive into the DNA of a business to find out what makes it tick. With over 5 years of experience across strategic planning and value selling, my specialty is identifying the hidden opportunities that business owners often miss. I’m a firm believer that every operation can be leaner, every communication clearer, and every resource more impactful. Outside of the office, I’m a competitive runner and soccer player. These aren't just hobbies—they are where I honed my adapt and pivot mindset. Whether I’m leading a play on the field or analyzing a business model, I focus on the long game. If a strategy doesn't land, I don't just move on; I study the data, adjust my stride, and go again. When I’m not optimizing workflows or hitting the pavement, you’ll find me with a camera in hand, a sketchbook open, or at a piano. This creative unplugging is what keeps my perspective fresh and my professional solutions unconventional.
Overview
6
6
years of professional experience
Work History
Business Solutions Manager
JPMorgan Chase
11.2023 - Current
- Deliver a consultative, high-quality client experience by proactively providing comprehensive business banking solutions aligned with each client’s financial structure, operational needs, and strategic objectives.
- Manage a portfolio of approximately 250 high-value Business Banking and Not-for-Profit clients, cultivating long-term relationships to ensure a seamless, end-to-end client experience across all touchpoints.
- Plan and conduct regularly scheduled, agenda-driven client meetings via phone and video conferencing to assess business goals, analyze product utilization, identify growth opportunities, and deepen client engagement.
- Apply structured planning and execution strategies to coordinate integrated client solutions—spanning credit, cash management, card, payment, and treasury services—that support both immediate needs and long-term business objectives.
- Leverage digital engagement tools, including screen-sharing technology, to educate clients, enhance adoption of online banking platforms, and improve operational efficiency.
- Assess clients’ short- and long-term capital requirements and cash-flow cycles to identify, structure, and manage credit opportunities up to $250,000 while adhering to risk, compliance, and profitability standards.
- Utilize strong knowledge of banking products, industry trends, and internal systems to identify opportunities, mitigate risks, and deliver executable solutions that meet client and firm objectives.
- Lead and coordinate cross-functional internal partners and service teams within a matrixed organization to deliver cohesive client solutions, resolve issues, and escalate complex matters as appropriate.
- Establish clear priorities, manage multiple initiatives concurrently, and monitor execution to ensure timely delivery of client strategies and resolution of service needs through creative, analytical problem-solving.
- Balance risk and opportunity through disciplined decision-making and strategic planning to protect client assets, enhance portfolio performance, and support sustainable growth.
- Demonstrate a strong commitment to continuous professional development while fostering a collaborative, team-oriented environment that promotes shared accountability and collective success.
- Streamlined reporting processes using advanced analytics tools, ensuring data accuracy and timely decision-making support.
- Enhanced communication between departments to improve collaboration and streamline workflow.
- Led cross-functional teams to implement process enhancements, improving operational efficiency across multiple departments.
- Developed and executed strategic initiatives, driving alignment with organizational goals and enhancing service delivery.
Assistant Manager
T-Mobile
12.2019 - 11.2023
- Provided professional customer service and technical support for mobile devices, tablets, and wireless products, ensuring a consistently high standard of service and customer satisfaction.
- Supported customers with device activation, configuration, and secure data migration from legacy devices, ensuring seamless transitions and minimal disruption.
- Delivered clear, structured demonstrations of device features and applications—including communication, productivity, and media tools—to maximize customer adoption and effective usage.
- Educated customers on device capabilities, security features, and best practices to enhance productivity, performance, and overall user experience.
- Recommended appropriate accessories, service plans, and value-added solutions to complement customer needs and enhance device functionality.
- Maintained comprehensive knowledge of sales programs, promotions, return policies, and security protocols to ensure compliance and accurate customer guidance.
- Monitored industry and sales trends to remain current on emerging technologies, new product releases, and competitive offerings.
- Participated in manufacturer-led training sessions to maintain expertise on newly launched products, services, and system updates.
- Supported sales initiatives through the development of promotional materials, including flyers and brochures, to increase product awareness and engagement.
- Engaged customers through professional consultations to identify needs, respond to inquiries, and guide informed purchasing decisions.
- Maintained accurate sales records and transactional documentation to support store operations and management reporting.
Education
Master of Science - Supply Chain Management
University of Denver
Denver, CO05.2027
Bachelor of Arts - Business Administration and Management
Arizona State University
Tempe, AZ12.2022
High School Diploma - undefined
Westwood High School
Mesa, AZ05.2018
Skills
- Client relationship management and portfolio oversight
- Consultative, needs-based selling and solution development
- Business banking products, services, and account structures
- Credit analysis, lending fundamentals, and risk assessment
- Cash flow analysis and financial statement interpretation
- Cash management, treasury, card, and payment solutions
- Revenue growth, cross-selling, and client retention strategies
- Regulatory compliance (KYC, AML, BSA) and fraud prevention
- Risk mitigation and adherence to internal policies and controls
- Digital banking platforms, CRM systems, and client data management
- Virtual client engagement (Zoom, phone, screen sharing)
- Client presentations and financial education
- Cross-functional collaboration in matrixed environments
- Issue resolution, escalation management, and service coordination
- Time management, prioritization, and multi-client workload management
- Professional communication, negotiation, and relationship building
- End-to-end program execution
- Product lifecycle leadership
- Proposal planning and strategy
- Integrated program planning
- WBS budget and schedules
- Cost, schedule, performance control
- Cross-functional team leadership
- Matrix organization coordination
- Resource planning and allocation
- Risk and opportunity management
- Technical requirement alignment
- Hardware/software delivery oversight
- Stakeholder communication and reporting
- Issue escalation and resolution
- Multi-program prioritization
- Creative problem solving
- Continuous professional development
- Collaborative team leadership
Timeline
Business Solutions Manager
JPMorgan Chase
11.2023 - Current
Assistant Manager
T-Mobile
12.2019 - 11.2023
Bachelor of Arts - Business Administration and Management
Arizona State University
High School Diploma - undefined
Westwood High School
Master of Science - Supply Chain Management
University of Denver