Andrew Phillips
South Burlington,VT
Summary
Results-oriented banking professional experienced in handling client needs. Skilled at maximizing client satisfaction and bank profits by utilizing value added solutions through, in-depth product knowledge and hands-on customer service abilities. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Chase Private Client Banker
JP Morgan Chase Bank NA
Williston , VT
2023.04 - Current
- Collaborated with internal departments to ensure timely delivery of banking services.
- Developed strategies to increase customer satisfaction and loyalty through excellent service delivery.
- Assisted clients with various banking products and services such as loans, investments, and credit cards.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Achieved or exceeded personal sales goals on consistent basis.
- Coordinated with internal departments to streamline operational processes and improve customer service.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Served as a liaison between customers, lenders, underwriters, attorneys, appraisers. throughout the life cycle of a loan.
- Developed and maintained relationships with small business owners to understand their financial needs.
Member Experience Specialist II
Vermont Federal Credit Union
South Burlington , VT
2022.04 - 2023.04
- Relationship management
- Business account opening
- Consumer loan origination
- Consumer loan processing
- Specialty accounts
- ATM servicing
Education
High School Diploma -
Bellows Free Academy Union High School
06.2018
Some College (No Degree) - Prelaw Studies
Community College of Vermont
Skills
- Relationship Management
- Client Acquisition
- Wealth Management
- Business Development
- Banking
- Financial Planning
Certification
- FINRA Series 6 License
- FINRA Series 63 License
- Life & Health Licenses
Timeline
Chase Private Client Banker
JP Morgan Chase Bank NA
2023.04 - Current
Member Experience Specialist II
Vermont Federal Credit Union
2022.04 - 2023.04
High School Diploma -
Bellows Free Academy Union High School
Some College (No Degree) - Prelaw Studies
Community College of Vermont
- FINRA Series 6 License
- FINRA Series 63 License
- Life & Health Licenses
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