# Jessica Jordao > Retail Relationship Banker | Client Relationship Management | Sales & Operational Support | Banking Operations Location: San Francisco Bay Area, United States Profile: https://flows.cv/jessicajordao Client-focused banking professional with progressive experience in branch operations, relationship management, and sales support within BMO. Promoted from Associate Banker to Retail Relationship Banker based on performance, reliability, and ability to build strong client relationships in high-volume environments. In my current role, I partner with clients to understand their financial needs, translate those needs into structured banking solutions, and collaborate with internal teams to ensure accurate, timely, and professional execution. I regularly prepare client-facing documentation, manage multiple service requests with quick turnaround times, and uphold strict operational, compliance, and risk standards. I have a strong foundation in banking operations, process efficiency, and customer relationship management, combined with a background in administrative support and cross-functional coordination. I am recognized for being highly organized, adaptable, and able to support team productivity by turning complex or urgent requests into clear, actionable outcomes. Consistently exceeding performance expectations (600% of goal in March and 300% in April), I bring a results-driven mindset while maintaining a client-first approach. Trilingual in English, Spanish, and Portuguese, I am passionate about delivering polished, high-quality support that strengthens both client experience and internal collaboration. ## Work Experience ### Retail Relationship Banker @ BMO U.S. Jan 2026 – Present | San Francisco Bay Area ▪Manage and grow client relationships by identifying financial needs and aligning appropriate banking solutions ▪Translate client requests into clear, actionable steps by partnering with internal teams to ensure timely and accurate execution ▪Prepare client-facing documentation and support materials with professionalism and attention to detail ▪Handle multiple client service requests with same-day turnaround while maintaining strict compliance and risk standards ▪Support branch sales goals through relationship-based advisory, achieving 600% of goal in March and 300% in April ▪Recognized with multiple “Perfect 10” client satisfaction surveys for communication, service quality, and client care ▪Contribute to overall branch efficiency by supporting operational flow and team productivity ### Associate Banker @ BMO U.S. Jan 2024 – Jan 2026 | Oakland, CA ▪Executed high-volume transactions with accuracy while maintaining operational controls and compliance standards ▪Supported bankers and the leadership team with client servicing, documentation, and workflow coordination ▪Served as a primary point of contact for client issues, resolving concerns with professionalism and efficiency ▪Recognized with several “Perfect 10” client satisfaction surveys for service excellence and communication ▪Played a key role in maintaining the branch organization and supporting overall team performance in a fast-paced environment ▪Built foundational knowledge of banking operations, risk management, and client relationship support ### Senior Office Specialist @ Valley Water Jan 2020 – Jan 2023 | California, United States ▪ Responsible for accurately communicating relevant regulations, program incentives, and program expectations to the public on Water Conservation programs: Water Wise Outdoor Survey and Waster Waste Program ▪ Communicating the accurate water-waste regulations specific to the location in which it occurred, as different municipalities in Santa Clara County have different water-waste rules/ordinances and reporting processes ▪ Communicating customer expectations on program elements, how to prepare for the survey, and how the survey can be used to help the customer participate in other demand management measures such as the Landscape Rebate Program ▪ High accurate level of investigation, research and documentation of updated water-waste rules, and process improvement ▪ Clarifying expectations and act as a liaison or consultant to encourage reasonable measures to improve a property's irrigation water-use efficiency ▪ Reporting participation rates by month and water retailer for both programs ▪ Leading dispatcher for validating and dispatching water waste cases in proprietary software program, as well as for monitoring the Water Wise Hotline ▪ Acquired Qualified Water Efficient Landscape (QWEL) Certification by California Water Efficiency Partnership and Water Sense ### Customer Service Coordinator @ Richmond Art Center Jan 2017 – Jan 2019 | East Bay, California ▪ Increasing clients' enrollment and retention by providing exceptional support while serving as a company ambassador and upselling memberships and registrations ▪ Placing company as a more inclusive and welcoming institution by providing trilingual support and translation while building strong relationships with customers (B2C) and other departments ▪ Providing timely and clear communication via phone, email, and in-person while daily maintaining records, registrations, payments, refunds, and reports on CRM software ▪ Contributing to team efforts by accomplishing related results as needed such as offering support during events and workshops ▪ Offering administrative support to directors as needed ### Sales & Admin Coordinator @ MIX SINALL ACRÍLICO E SERIGRAFIA LTDA Jan 2016 – Jan 2017 | São Paulo Area, Brazil ▪ Increasing company’s business by keeping a solid book of clients while efficiently offering administrative support for all steps in the sales pipeline ▪ Building long-term and trustworthy relationships with external and internal stakeholders such as clients, vendors and other internal departments ▪ Offering constant client's support (B2C & B2B) while using CRM software to efficiently solve problems with payments, refunds, shipments, and products ▪ Collaborating with different tasks as need in order to achieve results needed including facilitating presentations and training ▪ Handling and keeping confidential information of owners and employees ### Administrative and Marketing Assistant @ Royal Knit INC - Lima, Peru Jan 2014 – Jan 2016 ▪ Developing a successful Business Plan for company expansion followed by organization and implementation of Action Plan Initiating and developing solid relationships with new vendors and partners ▪ Creating beautiful e-material to increase brand awareness and boost international and local sales ▪ Translating website (Spanish-English) and improving website's content and transparency ▪ Participating on highly professional workshops by World Fair Trade Organization (WFTO) to implement strategies to remain a socially and environmentally conscious company ▪ Using creative skills to design and organize company's participation of renowned international fair Artisan Resource, NYC ### Customer Service and Sales Assistant @ Ten Thousand Villages US Jan 2013 – Jan 2015 | Boston, MA ▪ Offering outstanding and exceptional customer support (B2C) at all times by communicating and proving solutions ethically, friendly and efficiently ▪ Increasing sales by sharing unique aspects of the products while meeting daily sales goals ▪ Successfully working both in group and individually for various projects as needed ### Manager @ Principia College Jan 2011 – Jan 2014 | Elsah, IL ▪ Successfully training, supervising and motivating staff in a fast-paced environment while delivering results efficiently and effectively ▪ Offering outstanding and ethical customer support (B2C) at all times while implementing solutions ▪ Participating in weekly manager’s meeting to give and receive feedback for improvement ### Administrative Assistant at Human Resources Office @ Principia College Jan 2011 – Jan 2012 | Elsah, IL ▪ This position requires a multitasking, organized person with great communication skills ▪ Responsible for dealing with confidential information regarding faculty and student body ### Administrative Assistant at Campus Academic Career and Advising (ACA) @ Principia College Jan 2011 – Jan 2012 | Elsah, IL ▪ Responsible for different internal projects and for assisting students in their career goals ### Ceramics Tech @ Mudflat Ceramic Studio Jan 2012 – Jan 2012 | Boston, MA ▪ Responsible for projects that involved creativity and community service ▪ Developing personal art pieces which lead to an interest in sculpture making ## Education ### Bachelor's degree in Business Administration and Management, General Principia College ## Contact & Social - LinkedIn: https://linkedin.com/in/jessicajordao - Portfolio: https://jessicajordao.wixsite.com/jj-designs --- Source: https://flows.cv/jessicajordao JSON Resume: https://flows.cv/jessicajordao/resume.json Last updated: 2026-04-13