Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Ana McGeeney

Surprise,AZ

Summary

Dedicated and knowledgeable with over 5 years of experience working in the banking industry with a passion for building meaningful relationships and providing an excellent client experience. Hard-working team player focusing on pursuing education to further develop my skills so I can improve my ability to help clients reach their goals.

Overview

6
6
years of professional experience

Work History

Relationship Banker

Chase Bank
08.2024 - Current
  • Built and maintained strong client relationships by providing tailored financial solutions and friendly, attentive service
  • Educated clients on banking products, digital convenience services, and investment opportunities to help them achieve short/long-term goals
  • Uncovered financial needs and tailored solutions for them, involving One Chase partners to assist in wealth management, home lending, and business banking when needed
  • Obtained small business specialist title allowing me to assist business clients in branch with not only opening accounts, but helping manage cash flows and products and services to help their business grow
  • Managed assigned clients and proactively called them to build trust with clients that allows me to give advice on their most important financial decisions, giving them the opportunity to make their goals possible
  • Assisted clients in opening complex accounts such as trusts and estates and educating clients on options they may not be aware of to help their money grow or achieve their goals

Associate Banker

Chase Bank
09.2019 - 08.2024
  • Provided excellent customer service to every client through personalized interactions which led to 100% customer satisfaction based on surveys
  • Recognized for my ability to educate customers on online banking self-services and features such as Credit Journey, Wealth Plan, and Autosave
  • Uncovered client goals by asking open-ended questions, actively listening to clients, and building on what clients say to build a trusting relationship
  • Promoted products and services to clients that would best fit their needs by having a personal interest in the client's financial goals and tying in what matters to them most
  • Actively working with walk-in clients to tailor advice and solutions by helping clients in person/digitally with checking accounts, savings accounts, CDs, credit cards and finding other opportunities to help
  • Identified opportunities to refer to a branch partner in financial health, business, and home lending by listening attentively to the client and anticipating needs
  • Focus on clients by being their advocate when fraud/hardships occur, anticipating needs during conversations, and holding myself to the highest standard
  • Utilize Client Central and branch manager involvement during Plan for the Day, prepare for meetings, look for opportunities to help with all financial needs, add notes, log calls, send referrals, manage My Opportunities in Client Central for client follow-up

Server

Sante of Surprise
05.2019 - 09.2019
  • Demonstrated strong communication skills and ability to multitask in a fast-paced environment
  • Knowledgeable about daily specials and menu items to make recommendations for patients and customers
  • Accurately completed customer requests and accommodated special diets and restrictions
  • Frequently communicated with kitchen staff to stay up to date on supply availability

Education

High School Diploma -

Shadow Ridge High School

Associate of Arts - undefined

Estrella Mountain Community College
Avondale, AZ
05.2022

Skills

  • Dedicated
  • Customer Service
  • Problem Solving
  • Relationship Building
  • Attention to Detail
  • Communication
  • Team Player
  • Bilingual

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker

Chase Bank
08.2024 - Current

Associate Banker

Chase Bank
09.2019 - 08.2024

Server

Sante of Surprise
05.2019 - 09.2019

Associate of Arts - undefined

Estrella Mountain Community College

High School Diploma -

Shadow Ridge High School

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Ana McGeeney