Ashley Chabra
Lindenhurst,New York
Summary
Results-driven professional with extensive experience in the banking industry. Skilled in financial analysis, relationship management, and collaborative problem-solving. Seeking to leverage strengths in developing innovative financial solutions to support clients' diverse needs.
Overview
11
11
years of professional experience
Work History
Personal Banker
Valley Bank
Farmingdale, New York
05.2025 - Current
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Developed strong relationships with clients to understand their financial needs.
- Assisted in the development of business plans, loan applications, cash flow projections, and other financial documents.
Relationship Banker
JPMorgan Chase
Bay Shore, New York
07.2018 - 04.2025
- Built long-term relationships with customers by providing personalized service and support.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Assisted clients with estate planning and wealth management services, ensuring financial security.
Shift Supervisor
Pandora Jewelry
Massapequa, New York
06.2015 - 06.2018
- Supervised daily operations and staff scheduling, ensuring efficient workflow in fast-paced retail environment.
- Guided staff in effectively handling customer inquiries and resolving issues to enhance customer satisfaction.
- Collaborated with team members to implement training updates, fostering continuous improvement in team performance.
- Cultivated performance-based and collaborative culture by recognizing achievements and excellent teamwork.
Education
Bachelor of Science - Business Administration
SUNY College At Old Westbury
Old Westbury, NY06-2020
Skills
- Customer service
- Financial analysis
- Sales techniques
- Loan application support
- Portfolio management
- Relationship management
Languages
Hindi
Native/ Bilingual
Punjabi
Native/ Bilingual
Affiliations
JROTC - Francis Lewis High School - Platoon Leader
Timeline
Personal Banker
Valley Bank
05.2025 - Current
Relationship Banker
JPMorgan Chase
07.2018 - 04.2025
Shift Supervisor
Pandora Jewelry
06.2015 - 06.2018
Bachelor of Science - Business Administration
SUNY College At Old Westbury