Anna Akimova
New York,NY
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
JPMorgan Chase
06.2023 - Current
- Educated customers on various lending options available, empowering them to make informed decisions about their finances.
- Strengthened referral partnerships with business lines across the bank to maximize cross-selling potential.
- Enhanced customer satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Exceeded personal sales goals consistently, contributing significantly towards the branch's overall success.
Administrative Assistant
Douglas Elliman
06.2021 - 06.2023
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Market Analyst Intern
JH Darbie
12.2019 - 05.2021
- Applied statistical techniques such as regression analysis to identify trends and correlations within large datasets, providing a solid foundation for decision-making processes.
- Worked closely with team members to identify potential risks and opportunities within the market landscape, allowing for proactive strategic adjustments.
- Maintained up-to-date knowledge of industry news and developments by attending conferences and subscribing to relevant publications, enhancing overall analytical capabilities within the internship role.
Education
Master of Science - Counseling
St. Bonaventure
Albany, NY02.2020
Bachelor of Science - Psychology
CUNY York
Queens, NY01.2018
Associate of Science - Health & Nutrition
Queensborough Community College
Queens, NY02.2016
Skills
- Client Relationship Building
- Cash Flow Management
- Credit analysis
- Loan Origination
- Financial Planning
- Customer Service-Oriented
Certification
Series 6, Series 63, Life Insurance License, Notary License, and Real Estate License
Languages
Russian
Native or Bilingual
Timeline
Licensed Relationship Banker
JPMorgan Chase
06.2023 - Current
Administrative Assistant
Douglas Elliman
06.2021 - 06.2023
Market Analyst Intern
JH Darbie
12.2019 - 05.2021
Master of Science - Counseling
St. Bonaventure
Bachelor of Science - Psychology
CUNY York
Associate of Science - Health & Nutrition
Queensborough Community College