Adrienne Brown
Des Moines,IA
Summary
Experienced Associate Banker with a strong background in banking, accounting, and insurance. Skilled in utilizing Microsoft Excel, Tableau, and conducting financial analysis. Demonstrates expertise in delivering exceptional client service, optimizing processes, and assessing risks, resulting in significant improvements in client retention and operational efficiency. Proven ability to leverage technology to drive results and elevate customer experiences.
Overview
10
10
years of professional experience
Work History
Associate Banker
JPMorgan Chase Bank
05.2023 - Current
- Responsible for managing the calendar and scheduling of meetings, ensuring efficient time management and seamless communication between team members and clients.
- Enhanced client interactions through detailed product demonstrations and identification of service expansion opportunities, resulting in a 30% increase in client retention and 20% growth in service adoption
- Conduct everyday transactions and assist with account maintenance servicing requests
- Assist in opening personal accounts, tailoring options based on client needs
- Prioritize follow-ups and utilize outbound/inbound calls to inform clients of available digital options
- Handle cash transactions for deposits, withdrawals, and payments for credit accounts, auto loans, and mortgage payments.
- Responsible for training new hires, providing guidance on banking procedures, policies, and customer service standards to ensure smooth onboarding and effective team integration.
Accounting Clerk
Nyemaster Goode P.C.
08.2022 - 03.2023
- Acted as point of contact for attorneys and/or secretaries regarding billing questions, write-off and account reconciliation requests
- Utilized Excel while preparing and distributing weekly and daily cash reports to shareholders and finance committee
- Processed and deposited over 200 check requests and cash transactions monthly for both Accounts Payable and Receivable, ensuring timely and accurate financial record-keeping and improving cash flow efficiency by 15%.
- Processed property tax payments in conjunction with the firm's property closings, ensuring timely and accurate payment to the relevant authorities.
- Maintained accounting records utilizing in-house and client systems.
Associate Underwriter
Nationwide Mutual Insurance Company
11.2019 - 08.2022
- Evaluated financial risks with advanced analytics in Tableau and Excel, resulting in a 15% improvement in risk mitigation strategies and a $500k annual savings for the company
- Reviewed insurance policies, ensuring alignment with company guidelines, compliance, and risk tolerance
- Conducted workload assessments and devised new operational processes that led to a 40% increase in productivity
- Utilized advanced Microsoft Excel skills to analyze and manipulate large datasets for risk assessment.
Night Auditor
Hilton Hotel
09.2020 - 11.2022
- Acted as manager on duty while overseeing daily operations
- Assisted guests with arrival and departure registration and resolved guest complaints
- Handled balancing inventory for rooms and Market Place Shop
- Reconciled credit card and cash transactions and maintained housekeeping inventory.
Insurance Services Analyst
Nationwide Mutual Insurance Company
02.2015 - 11.2019
- Led team productivity, training, and development; achieved advanced quality competencies in 2018
- Recognized for exceptional de-escalation skills by Office of Customer Advocacy in 2017
- Maintained zero escalations in 2018, demonstrating strong conflict resolution abilities
- Processed money transfers and billing requests efficiently, ensuring customer satisfaction.
Education
Associates Degree in Arts -
Southwestern Community College
Creston, IA05.2015
Skills
- Financial Analysis
- Inventory Control
- Risk Assessment
- Microsoft Excel
- Tableau
- Teller experience
- Analytical Thinking
- Operations Management
- Time management skills
- Cash handling and management
- Records Maintenance
- Customer Relations
Timeline
Associate Banker
JPMorgan Chase Bank
05.2023 - Current
Accounting Clerk
Nyemaster Goode P.C.
08.2022 - 03.2023
Night Auditor
Hilton Hotel
09.2020 - 11.2022
Associate Underwriter
Nationwide Mutual Insurance Company
11.2019 - 08.2022
Insurance Services Analyst
Nationwide Mutual Insurance Company
02.2015 - 11.2019
Associates Degree in Arts -
Southwestern Community College
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