Summary
Overview
Work History
Education
Skills
Certification
Timeline
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ANDREIA JACKSON

Summary

Organized and motivated professional with expertise in conducting assessments, formulating recommendations, and delivering findings effectively. Demonstrates strong relationship-building and time management skills, ensuring efficient project execution. Detail-oriented with a proven ability to quickly grasp new concepts and apply them effectively.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Banker

J.P.Morgan Chase
Denton, TX
01.2023 - Current
  • Advised customers on bank products and financial planning options to enhance decision-making.
  • Analyzed financial statements, delivering tailored banking solutions based on client needs.
  • Resolved customer inquiries and complaints, achieving high satisfaction ratings.
  • Conducted risk assessments for high-value transactions, reducing potential fraud exposure.
  • Ensured compliance with regulations throughout account opening and management processes.
  • Trained new employees on policies and compliance standards to maintain operational integrity.

Client Banking Services

Charles Schwab
Westlake, TX
03.2022 - 12.2022
  • Facilitated customer decision-making by delivering valuable product and service information.
  • Anticipated customer needs to boost productivity and service quality.
  • Collaborated with internal teams to assess complex issues and implement effective solutions.
  • Ensured compliance with financial services regulations, policies, and procedures.
  • Analyzed data from multiple sources to detect suspicious trends indicating potential fraud.
  • Maintained up-to-date knowledge of financial regulations to support fraud prevention and detection.

1st Grade Teacher

International Leadership of Texas
Fort Worth, TX
08.2017 - 06.2020
  • Analyzed test data to identify intervention and enrichment opportunities for instruction enhancement.
  • Developed individualized learning plans for students to promote academic success.
  • Maintained accurate records of student progress throughout school year.
  • Communicated regularly with parents and guardians to discuss student progress and concerns.
  • Resolved issues efficiently through strong problem-solving skills.
  • Collaborated in team environments to enhance workplace productivity.

Education

Master of Business Administration -

Southern New Hampshire University
true
12.2026

Bachelor of Science -

University of North Texas
12.2015

Skills

  • Data analysis and reporting
  • Risk management and compliance
  • Technology integration
  • Team leadership
  • Effective communication
  • Quality assurance
  • Problem solving
  • Critical thinking
  • Attention to detail
  • Organizational skills
  • Operational risk management
  • Time management
  • Regulatory compliance
  • Adaptability and flexibility

Certification

  • Securities Industry Essentials (SIE) Exam – FINRA
  • Series 6 - Investment Company and Variable Contracts Products Representative License – FINRA
  • Series 63 - Uniform Securities Agent State Law License – NASAA
  • Life Insurance License – Texas

Timeline

Relationship Banker

J.P.Morgan Chase
01.2023 - Current

Client Banking Services

Charles Schwab
03.2022 - 12.2022

1st Grade Teacher

International Leadership of Texas
08.2017 - 06.2020

Master of Business Administration -

Southern New Hampshire University

Bachelor of Science -

University of North Texas

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ANDREIA JACKSON