Alexis Garcia
Chicago,IL
Summary
Outsanding background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
Chicago, IL
07.2021 - Current
- Manage a portfolio of high-net-worth clients, providing comprehensive financial advice and personalized banking solutions.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Collaborate with Financial Advisors, Loan Officers, and other banking experts to ensure seamless service delivery.
- Consistently exceed sales goals and achieve top-tier client satisfaction scores by delivering value driven solutions.
Relationship Banker
JPMorgan Chase
Chicago, IL
07.2015 - 07.2021
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Teller
JP Morgan Chase
Chicago
03.2012 - 07.2015
- Process transactions for customers
- Build rapport and establish relationships with clients
- Refer opportunities to bankers
- Monitor ATM balances and add cash when needed, pull cash and check deposits from ATMs twice a week
- Record monthly reconcilement for special items such as travelers checks and gift checks.
Education
High School Diploma -
Holy Trinity High School
Chicago, IL06.2010
Skills
- Cash Management
- Compliance knowledge
- Credit analysis
- Relationship Management
- Client acquisition
- Adaptability and Flexibility
References
- Melissa Lopez, Branch Manager, (773) 814-5476
- Omar Ibarra, Private Client Advisor, (847) 489-1997
- Briseida Estrada, Assistant Branch Manager, (312) 613-4039
Certification
- Series 6 License - North American Securities Administrators Association through FINRA.
- Series 63 License - North American Securities Administrators Association through FINRA.
- Insurance Licenses, Life, Health, and Annuities - IL Department of Insurance.
Timeline
Private Client Banker
JPMorgan Chase
07.2021 - Current
Relationship Banker
JPMorgan Chase
07.2015 - 07.2021
Teller
JP Morgan Chase
03.2012 - 07.2015
High School Diploma -
Holy Trinity High School