Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Ashley Chabra

Lindenhurst

Summary

Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.

Overview

8
8
years of professional experience

Work History

Senior Personal Banker

Valley Bank
Farmingdale
05.2025 - Current
  • Created audit plans to evaluate departmental performance against established goals and objectives.
  • Reviewed existing financial reports for accuracy and completeness of information.
  • Analyzed financial data and generated reports for senior management review.
  • Managed day-to-day activities such as transactions processing, account maintenance, and customer support.
  • Implemented strategies that improved customer service levels while reducing operating costs.
  • Conducted regular meetings with staff to discuss customer service issues and resolve problems.
  • Facilitated loan applications and guided clients through the approval process.
  • Managed customer accounts to ensure accurate transactions and compliance with policies.
  • Coordinated marketing efforts for new banking products within the community.
  • Conducted customer needs assessments to identify appropriate products and services for clients.

Relationship Banker

JPMorgan Chase
New York
07.2017 - 04.2025
  • Advised clients on investment options based on their individual needs and risk tolerance levels.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Managed and deepened client relationships by providing personalized financial solutions and advice.
  • Built long-term relationships with customers by providing personalized service and support.
  • Developed promotional strategies to attract new customers to the bank's products and services.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Participated in community events and workshops to promote bank services and financial literacy.

Education

Bachelor of Science - Finance

SUNY Old Westbury
Old Westbury, NY
01-2022

Skills

  • Audit planning
  • Financial analysis
  • Customer support
  • Client relationship management
  • Operations management
  • Opportunity identification

Languages

Punjabi
Professional
Hindi
Professional

Timeline

Senior Personal Banker

Valley Bank
05.2025 - Current

Relationship Banker

JPMorgan Chase
07.2017 - 04.2025

Bachelor of Science - Finance

SUNY Old Westbury

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