Jessica Vaughan,  CFRE

Jessica Vaughan, CFRE

Personal Banker

Followers of Jessica Vaughan,  CFRE1000 followers
location of Jessica Vaughan,  CFREManteca, California, United States

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  • Timeline

  • About me

    CEO

  • Education

    • CSU Stanislaus

      1998 - 2003
      Bachelor of Arts (B.A.) Organizational Communication, General
    • California State University-Stanislaus

      1998 - 2003
      Bachelor of Arts Organizational Communications
  • Experience

    • Wells Fargo Bank

      Jun 2003 - May 2012
      Personal Banker

      Worked on both the service and sales side of the branch, ensured that all products and services offered to my clients helped them meet and exceed their current financial expectations. Process transactions knowledgeably and efficiently while meeting or exceeding all goals set forth. Worked daily in the sales environment making cold calls, visiting business’s, and working with the teller team to ensure the branch is meeting all sales goals set forth. Worked in offsite locations to secure new accounts and clients for Wells Fargo Bank. Represented the bank at various charity and community events both as a volunteer and as a financial consultant as need be. Overrided transactions ensuring no losses to the bank or client. Maintained bank records to ensure that all aspects of current compliance and regulations are being met. Show less

    • World Savings Bank

      Jun 2004 - May 2012

      A liaison between customer and the in branch loan officer to ensure that mortgage loans are closed in a timely manner. Processed basic teller transactions, sell and open other products and services, and maintained the account and help solve common banking issue. Branch sales support including but not limited to offering incentives for sales and excellent customer shops. Tracked all sales goals and help to keep everyone on pace to reach said goals by the end of the quarter, and planned district events and meetings.Sales Supervisor 1: Ensured that the branch would continue to run smoothly in the absence of the Branch Manager and Assistant Managers. Overrided transactions while minimizing loss to the company, prepared payroll weekly to ensure that everyone was paid on time, set up daily lunch and break schedules to ensure that all California State Laws were being followed. Planned customer appreciation events such as barbeques, ice cream socials, and customer appreciation Fridays. Wachovia Bank (Purchased by Wells Fargo Bank) Show less

      • Customer Sales and Service Representative

        Jun 2003 - May 2012
      • Teller

        Jun 2004 - Oct 2007
    • Wachovia Bank

      Oct 2004 - Apr 2010
      Customer Sales and Service Representative

      Assisted in all aspects of the branch in both sales and service to ensure a smooth flow between both sides. Ongoing multi-tasking which involved a careful balance of both sales and excellent customer service. Pulled a cash drawer and ensured that all transactions run smoothly and efficiently. Balanced daily minimizing loss to both the company and the customer. Acted as a supervisor as needed to override transactions using clear thinking and good judgment to protect everyone involved, maintained clear and concise records of all negotiable items in the branch including cashier’s checks, money orders, travelers checks and gift cards. Ensured that the branch is on the correct path to pass mandatory compliance completed yearly by independent auditors. Show less

    • Second Harvest Food Bank of San Joaquin and Stanislaus C

      May 2012 - now
      Director of Development/ Executive Assistant
    • Second Harvest Food Bank of San Joaquin and Stanislaus Counties

      May 2012 - now
      Community Development Coordinator

      Event Planning, coordinating, and execution of our three large fundraisers Empty Bowls Benefit, Hit the Streets for Hunger 5k and 1 mile fun run, and the Chili Pot Cook-Off. Assisting with additional fundraisers that are done on behalf of Second Harvest Food Bank including the Central Valley Association of Realtors Golf Tournament and the Wheels of Woodbridge Car Show. Scheduling holiday food and fund raisers throughout the months of October- December.Marketing Coordinator working hand in hand with our outside marketing firms for our monthly marketing pieces and Planned Giving. Writing the content with assistance of the CEO for our two newsletters that are provided to all of our donors. Donor database maintenance to ensure that all donors are thanked in a timely manner. Cultivation of new donors and corporate sponsors through events and fundraisers. Scheduling volunteers groups as well as individuals to assist the food bank with day to day activities. Planning volunteer appreciation events to maintain our current volunteer involvement levels. Media relations in assistance to the CEO sending out press releases, occasionally handling media interviews and setting up press events at the food bank. Show less

    • Second Harvest of the Greater Valley

      May 2012 - now
      • Chief Executive Officer

        Feb 2024 - now
      • Director of Development and Communications for Second Harvest of the Greater Valley

        May 2012 - now
    • LoveLuluBella Photography

      Jan 2020 - now
      Photographer
  • Licenses & Certifications

    • Dare to Lead Trained

      Dare to Lead™ Trained
      Mar 2022
    • Certified Fund Raising Executive (CFRE)

      CFRE International
      Oct 2021
    • DEI (Diversity, Equity, and Inclusion) Certificate

      University of the Pacific - Westgate Center for Leadership
      Jun 2023
      View certificate certificate