Angel Garcia Carlos
Denver,CO
Summary
Results-driven banking professional with extensive experience specializing in client service, relationship management, and operational support. Skilled at enhancing client satisfaction and achieving bank goals through effective communication, comprehensive product knowledge, and proactive client engagement. Experienced at identifying client needs, providing tailored solutions, and ensuring timely follow-ups to foster strong client relationships. Motivated with a strong work ethic, adaptability, and exceptional interpersonal skills. Proficient at working independently and quickly mastering new skills, committed to promoting operational excellence and client advocacy.
Overview
2
2
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Westminster, CO
03.2023 - Current
- Ensured compliance with banking regulations, procedures and policies in daily operations. Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Consistently sent referral's to private bankers and relationship bankers based on client interests in specific offers, facilitating follow-up calls.
- Educated clients on banking products and engaged them with tailored offers, ensuring timely follow-ups to enhance satisfaction and product engagement.
- Assisted in stepping into various roles during absences and peak times, ensuring seamless client service and maintaining focus on client needs.
Personal Banker
Firstbank Of Colorado
Westminster, CO
06.2022 - 01.2023
- Conducted account openings and closings, ensured compliance with banking regulations, and provided comprehensive client service by addressing and resolving client inquiries promptly.
- Responded swiftly to client emails, phone calls and requests for information, while also assisting with online and mobile banking services and technical support.
- Cross-sold a variety of banking products such as credit cards, loans and investment options, contributing to sales goals.
- Greeted clients upon entering the bank, developed strong relationships by delivering personalized financial advice, and participated in team meetings and training sessions to stay updated on banking products and best practices.
Education
Associate of Arts - Psychology
Front Range Community College
Westminster, CO05-2022
High School Diploma -
Northglenn High School
Northglenn, CO05-2018
Skills
- New Account Setup
- Client Solutions Advisory
- Account Servicing
- Customer Service
- Consumer Banking
- Bilingual
- Branch Operations
- Banking Regulations
- Client Management
- Product Knowledge
- Customer Relationship Management
- Client Advocacy
- Operational Excellence
- Issue Management
- Referral Management
- Communication Skills
Volunteering
Financial Classes at JPMorgan Chase - Westminster, CO - 08-2023 - 06/2024
- Collaborated with my team and community manager to educate clients on financial responsibility.
- Organized presentations including setting up chairs and handing out informational booklets.
- Informed clients about various products, services, and resources available at the branch.
Junior Achievement at Northglenn High School - Northglenn, CO - 10/2022 - 01/2023
- Presented to senior classes about creating professional LinkedIn profiles and resumes.
- Facilitated connections between students and potential employers and their client's, offering networking strategies and guidance on building meaningful professional relationships.
- Delivered a presentation on cultivating an entrepreneurial mindset and enhancing related skills.
Parade of Lights - Erie, CO - 12/2022
- Supported community efforts by setting up barricades for the parade.
- Ensured safety and security for pedestrians during the event.
Children's hospital personalized cards - Thornton, CO - 08/2022 - 12/2022
- Crafted personalized, handmade cards to brighten the days of children in the hospital.
- Provided creative and emotional support to young patients through thoughtful and custom-designed cards.
Timeline
Associate Banker
JPMorgan Chase
03.2023 - Current
Personal Banker
Firstbank Of Colorado
06.2022 - 01.2023
Associate of Arts - Psychology
Front Range Community College
High School Diploma -
Northglenn High School