A Gabriela Mantilla
Astoria
Summary
Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Private Client Banker
JP Morgan Chase
Astoria
06.2024 - Current
- Implemented effective client retention strategies, reducing churn and fostering long-term loyalty.
- Advised customers on bank products, services and financial planning options.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Identified financial needs of customers and presented appropriate product and service options.
Manager on Duty
JPMorgan Chase
Elmhurst
04.2022 - Current
- Coordinated with other department supervisors to ensure smooth workflow and project alignment.
- Delegated work to staff, setting priorities
- Implemented quality control measures, significantly reducing error rates.
Relationship Banker
JP Morgan Chase
Elmhurst
04.2022 - 06.2024
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Suggested tactics to improve banking functions and products.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
Associate Banker
JPMorgan Chase
Elmhurst
09.2016 - 04.2022
- Prepared official checks for customer and internal bank needs.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Received and counted daily inventories of cash, drafts and checks.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Sales Associate
Macy's
Queens
07.2014 - 05.2016
- Helped customers find specific products, answered questions, and offered product advice.
- Placed special orders or called other stores to find desired items.
- Worked with fellow sales team members to achieve group targets.
- Engaged customers in friendly, professional dialogue to determine needs.
Education
High School Diploma -
Fashion Industries
New York, NY08-2013
Skills
- Client retention
- Relationship building
- Investment opportunity identification
- Excellent communication
- Certified Anti-money laundering specialist
- Problem-solving aptitude
Certification
- Series 6
- Series 63
- Life and Health
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Private Client Banker
JP Morgan Chase
06.2024 - Current
Manager on Duty
JPMorgan Chase
04.2022 - Current
Relationship Banker
JP Morgan Chase
04.2022 - 06.2024
Associate Banker
JPMorgan Chase
09.2016 - 04.2022
Sales Associate
Macy's
07.2014 - 05.2016
High School Diploma -
Fashion Industries