Ana Gabriela Mantilla
Astoria,NY
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
10
10
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
06.2024 - Current
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
Relationship Banker
JP Morgan Chase
04.2022 - Current
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
Associate Banker
JP Morgan Chase
09.2016 - 04.2022
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Completed daily cash balancing, including the ATM.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts
Social Media Manager
Latin Party
01.2019 - 03.2020
- Updated web pages and social media profiles with engaging and current content.
- Directed social media and digital marketing strategy and initiatives to promote brand building, guest retention, engagement, reputation and revenue-focused activities.
- Collaborated with social media influencers such as top musicians, athletes, companies and press to drive brand optimization.
Sales Associate
Macy's
07.2014 - 05.2016
- Retained product, service and company policy knowledge to serve as resource for both coworkers and customers.
- Kept apprised of emerging trends and provided informative customer service to assist in product selection.
- Collaborated with fellow sales team members to achieve group targets.
- Surpassed daily sales goals by 20% by cross-selling and promoting additional products.
- Communicated with customers about offerings, including policies, restrictions and refund policies.
Education
Bachelor Of Mathematics - Mathematics
Southern New Hampshire University
Hooksett, NHHigh School Diploma -
High School of Fashion Industries
Manhattan, NY12.2013
Skills
- Customer Service Focused
- Spanish Language Proficiency
- Strong sense of banking ethics
- Exceptional
- Strong work ethic
- Online marketing and advertising
- Project management
- Advanced MS Office Skills
Timeline
Private Client Banker
JPMorgan Chase
06.2024 - Current
Relationship Banker
JP Morgan Chase
04.2022 - Current
Social Media Manager
Latin Party
01.2019 - 03.2020
Associate Banker
JP Morgan Chase
09.2016 - 04.2022
Sales Associate
Macy's
07.2014 - 05.2016
High School Diploma -
High School of Fashion Industries
Bachelor Of Mathematics - Mathematics
Southern New Hampshire University
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