Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
References
Education and Training
References
Timeline
Generic

Audrey Johnson

Longview,TX

Summary

Dedicated professional eager to embrace new challenges. Demonstrates strong work ethic and adaptability, with proven ability to master new skills independently. Committed to leveraging experience and education for organizational growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Private Client Banker

JP Morgan Chase & Company
Longview, TX
11.2023 - Current
  • Maintained current knowledge of banking sector trends, regulations, and available products.
  • Ensured compliance with laws governing personal and business banking activities.
  • Provided financial advice to high net worth individuals and businesses.
  • Managed daily operations of branch, including staff scheduling, budgeting, and performance evaluations.
  • Completed accurate documentation for money movements, deposits, and withdrawals.
  • Participated in training and mentoring of new associates during onboarding process.
  • Resolved account discrepancies to enhance client satisfaction.
  • Informed clients about tax benefits and government rebates to optimize savings.

Relationship Banker

JP Morgan Chase & Company
Marshall, TX
11.2020 - 11.2023

Evaluated financial data to assess creditworthiness of potential borrowers.

  • Ensured accurate documentation for all money movements, deposits, and withdrawals.
  • Collaborated with mortgage, investment, and commercial banking teams to deliver comprehensive financial solutions.
  • Complied with bank and legal guidelines for reporting, loan approvals, and fund management.

Associate Banker

JP Morgan Chase & Company
Longview, TX
02.2020 - 11.2020
  • Ensured compliance with banking regulations and procedures in daily operations.
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Performed account reconciliations on a regular basis.

Department Manager

Buckle
Tyler, TX
01.2019 - 01.2020
  • Developed strategies to improve customer service and increase sales by 10% within 6 months.
  • Coached and trained new staff members, providing guidance on department policies and procedures.
  • Analyzed weekly reports to identify areas for improvement in operations, budgeting, and staffing levels.

Education

Bachelor of Science - General Business

University of Texas At Tyler
Tyler, TX
06-2020

MBA - Business Administration: Finance Concentration

Bellevue University
Bellevue, NE

Skills

  • Cash management and financial planning
  • Compliance and regulatory knowledge
  • Relationship management
  • Account management
  • Financial analysis and risk assessment
  • Time management

Certification

  • SIE-Securities Industry Essentials
  • S6TO-Investment Company Products/Variable Contracts
  • S63-Uniform Securities Agent State Law
  • Life and Health Insurance

Accomplishments

  • Valedictorian May 2015
  • Presidential Scholarship
  • Organized and managed a Type 1 awareness campaign
  • Was awarded a grant for my highvschool after graduating

Affiliations

  • Culture Council (Branch culture leader)
  • Community Volunteer Organizer

References

References available upon request.

Education and Training

other,other

References

References available upon request.

Timeline

Private Client Banker

JP Morgan Chase & Company
11.2023 - Current

Relationship Banker

JP Morgan Chase & Company
11.2020 - 11.2023

Associate Banker

JP Morgan Chase & Company
02.2020 - 11.2020

Department Manager

Buckle
01.2019 - 01.2020

Bachelor of Science - General Business

University of Texas At Tyler

MBA - Business Administration: Finance Concentration

Bellevue University
Audrey Johnson
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