Ana J. Guzman
Hamden,CT
Summary
Motivated Manager on Duty passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills. Skilled Private Client Banker with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
10.2016 - Current
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.
- Participated in ongoing professional development to continuously enhance skills and market expertise.
- Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
- Assisted in organizing community outreach events, raising brand awareness among prospective clientele.
- Optimized operational procedures by working closely with support staff to ensure accurate record-keeping and efficient client service delivery.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Enhanced customer satisfaction through consistent monitoring of service quality and staff performance.
- Improved team productivity by implementing efficient scheduling and task delegation processes.
- Reduced employee turnover by fostering a positive work environment and offering professional development opportunities.
- Increased sales revenue by identifying growth opportunities and implementing effective marketing strategies.
- Strengthened relationships with key clients through regular communication and proactive problem solving.
- Ensured compliance with company policies, industry regulations, and safety standards by conducting regular audits and providing necessary training to employees.
- Mentored junior team members for career development, offering ongoing guidance on goal setting, skill-building, and performance improvement strategies.
- Trained employees in essential job functions.
- Handled employee-related issues to improve performance, professional conduct, and attendance reliability.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
Office Manager
D&A Electric
01.2018 - 06.2018
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Office Assistant
Static Electric
09.2015 - 05.2016
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Streamlined communication between departments for better collaboration and increased productivity.
- Expedited document processing with accurate data entry and timely filing.
- Increased customer satisfaction by providing professional and courteous front desk support.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Achieved high levels of accuracy in data entry tasks while adhering to strict deadlines.
- Handled payroll duties accurately ensuring all employees received their paychecks on time.
- Maintained and updated office records, both digital and physical.
Office Assistant
Lerco Electric
08.2014 - 09.2015
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Streamlined communication between departments for better collaboration and increased productivity.
- Expedited document processing with accurate data entry and timely filing.
- Reduced operational costs through effective inventory management and negotiation with vendors.
- Supported executive staff with well-prepared reports, presentations, and meeting materials.
- Strengthened office organization by implementing new filing systems and digital record-keeping practices.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Supported business growth with efficient onboarding processes for new hires that included orientation, training materials, and equipment setup.
Education
No Degree - Finance
University of Arizona Global Campus
180 S Arizona Ave Suite 30112.2025
Skills
- Compliance Knowledge
- Cash Management
- Retirement Planning
- Relationship Management
- Client Acquisition
- Conflict Resolution
- Sales Expertise
- Business Development
- Creative Thinking
- Loss Prevention
- Money Handling
- Teller Support
- Banking
Certification
- Notary Public
- SIE
- Series 6
- Series 63
- CT Life Insurance
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Office Manager
D&A Electric
01.2018 - 06.2018
Private Client Banker
JPMorgan Chase
10.2016 - Current
Office Assistant
Static Electric
09.2015 - 05.2016
Office Assistant
Lerco Electric
08.2014 - 09.2015
No Degree - Finance
University of Arizona Global Campus