Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Amanda Ellison

Chicago,IL

Summary

Dynamic Client Service Associate with a proven track record at J.P. Morgan Private Bank, excelling in customer relationship management and problem-solving. Skilled in onboarding high net worth clients, fostering trust, and enhancing satisfaction. Adept at multitasking and compliance adherence, delivering tailored investment solutions that drive client success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Client Service Associate

J.P. Morgan Private Bank
Chicago, Illinois
06.2014 - 11.2016
  • Collaborated with financial advisors to present tailored investment recommendations.
  • Responded promptly to inquiries from clients regarding their accounts or any other relevant matters.
  • Managed onboarding process for new high net worth clients with attention to detail.
  • Developed strong relationships with clients to enhance trust and satisfaction levels.
  • Collaborated with colleagues across multiple departments to provide comprehensive support for high net worth customers.
  • Provided technical assistance when needed during customer service calls or emails..
  • Processed money transfers using secure digital platforms and systems.
  • Trained new staff on operational procedures and customer service standards.
  • Resolved issues related to transactions while adhering to company policies.

Broker Service Representative

JPMorgan Chase
Chicago, Illinois
10.2013 - 06.2014
  • Assisted customers with inquiries and resolved issues efficiently.
  • Trained new employees on customer service protocols and best practices.
  • Provided excellent customer service to resolve customer complaints in a timely manner.
  • Assisted clients with account inquiries and financial product information.
  • Collaborated with team members to resolve client issues effectively.
  • Assisted clients in understanding complex financial concepts and instruments.

Financial Advisor

JPMorgan Chase
Chicago, Illinois
01.2012 - 10.2013
  • Advised clients on investment strategies and financial planning.
  • Analyzed client portfolios to identify growth opportunities.
  • Facilitated client meetings to discuss financial goals and progress.
  • Conducted market research to stay updated on financial trends.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Promoted business to increase customer base and grow revenue.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.

Relationship Banker

JP Morgan Chase
Chicago, Illinois
05.2010 - 01.2012
  • Assisted clients with account openings, transactions, and service inquiries promptly.
  • Educated clients on financial products and services tailored to their needs.
  • Collaborated with team members to resolve customer issues efficiently and effectively.
  • Established strong client relationships through effective communication and trust-building strategies.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Built long-term relationships with customers by providing personalized service and support.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Advised customers on bank products, services and financial planning options.
  • Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
  • Developed promotional strategies to attract new customers to the bank's products and services.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.

Banking Supervisor

TCF National Bank
Tinley Park, Illinois
07.2008 - 05.2010
  • Trained staff on cash handling and transaction processing procedures.
  • Assisted in resolving customer inquiries with professionalism.
  • Coordinated scheduling and staffing to ensure optimal branch coverage.
  • Conducted regular audits of branch activities to uphold accuracy and security standards.
  • Monitored daily operations, including deposits, withdrawals, and loan processing.
  • Supervised reconciliation of daily cash balances at business day's end.
  • Provided guidance to junior staff on operational tasks such as account openings.
  • Managed a team of banking staff to enhance overall customer service.

Education

Bachelor of Arts - Philosophy

University of Illinois At Chicago
Chicago, IL
12-2009

Skills

  • Customer relationship management
  • Attention to detail
  • Empathy and patience
  • Problem solving
  • Call center experience
  • Multitasking Capability
  • Professionalism and etiquette
  • Compliance adherence

Certification

  • Previously registered broker with Series 6, 7, 63 & 66.
  • Previously held Life & Health Insurance License

References

References available upon request.

Timeline

Client Service Associate

J.P. Morgan Private Bank
06.2014 - 11.2016

Broker Service Representative

JPMorgan Chase
10.2013 - 06.2014

Financial Advisor

JPMorgan Chase
01.2012 - 10.2013

Relationship Banker

JP Morgan Chase
05.2010 - 01.2012

Banking Supervisor

TCF National Bank
07.2008 - 05.2010

Bachelor of Arts - Philosophy

University of Illinois At Chicago

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