Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ariana Nieto

Williamson,NY

Summary

Relationship Banker with JPMorgan Chase, recognized for exceptional customer service and relationship management. Expert in financial planning and cross-selling, successfully expanded client base through strategic networking. Proven ability to resolve complex issues while fostering client loyalty, demonstrating strong organizational skills and a commitment to achieving client financial goals.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
06.2024 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Tailored investment advice to align with clients' financial goals, fostering long-term growth.
  • Managed approximately 40 incoming calls, emails and faxes per day

Associate Banker

JPMorgan Chase
06.2021 - 06.2024
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.

Assistant Residence Manager

Arc of Wayne
06.2015 - 07.2023
  • Maintained a safe and healthy living environment for residents through regular inspections and adherence to safety guidelines.
  • Coordinated with healthcare providers to ensure appropriate medical care was provided to all residents in a timely manner.
  • Supervised daily activities of direct support professionals, providing guidance and performance feedback as needed.
  • Supported new hires during their orientation period by providing clear expectations, resources, and ongoing mentorship throughout their training process.
  • Managed administrative tasks such as scheduling, budgeting, and record-keeping to maintain efficient operations within the residence.
  • Monitored compliance with state regulations, ensuring that all necessary documentation was completed accurately and submitted on time.
  • Assisted residents in achieving personal goals by providing individualized support and guidance tailored to their unique needs.

Education

High School Diploma -

Williamson Senior High
Williamson, NY
06-2013

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial services
  • Teller support
  • Financial planning
  • Cross-selling products
  • Business development
  • Recordkeeping requirements
  • Organizational skills
  • Teamwork and collaboration
  • Time management

Certification

Series 6, 63 and SIE

NYS Variable Life/Variable Annuities

Timeline

Relationship Banker

JPMorgan Chase
06.2024 - Current

Associate Banker

JPMorgan Chase
06.2021 - 06.2024

Assistant Residence Manager

Arc of Wayne
06.2015 - 07.2023

High School Diploma -

Williamson Senior High

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