Summary
Overview
Work History
Education
Skills
Timeline
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Benson Palmer

Leonard,TX

Summary

Experienced professional with 10+ years in management, sales, and client acquisition. Expert in driving revenue growth and enhancing client relationships. Skilled in time management and operational efficiency, with a proven track record of exceeding sales targets and optimizing client outcomes. Adept at leveraging interpersonal communication and strategic thinking to achieve business success.

Overview

4
4
years of professional experience

Work History

Virtual Banker 2

JPMorgan Chase
Plano, TX
03.2024 - Current
  • Acted as team peer mentor and additional leadership support in absence of team lead, by coaching team members, offering solutions based on policy and procedure, and boosting morale by engaging with team members with understanding and sympathy as well as empathy.
  • Fostered and maintained close working relationships with colleagues, built on trust, cooperation, and inclusivity.
  • Developed and maintained strong client relationships, leading to an 89% year-to-date CSAT score.
  • Ensured compliance with banking regulations and internal policies, through regular training, education and policy and procedure deep dives.

Client Relationship Consultant

U.S. Bank
Idaho Falls
04.2023 - 02.2024
  • Acted as additional leadership within branch in absence of branch manager, authorizing high level transactions, managing customer escalations, coaching and providing feedback to team members and ensuring accurate and complete adherence to branch policies.
  • Provided tailored personal banking services and financial planning advice, managing over 150 client accounts.
  • Conducted comprehensive reviews of accounts, uncovering opportunities that led to an increase in additional services.

Store Manager

T-Mobile
Idaho Falls
01.2021 - 04.2023
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Improved customer satisfaction through staff training in customer service and product knowledge.

Education

Associate of General Studies -

Brigham Young University-Idaho
Rexburg, Idaho
01.2020

Cyber Security Operations - Cyber Security

University of Arizona
Tucson, AZ

Skills

  • Sales Strategy
  • Client Acquisition
  • Portfolio Management
  • Time Management
  • Team Management
  • Compliance and Regulatory Adherence
  • Cross-Selling and Upselling
  • Client Relationship Management

Timeline

Virtual Banker 2

JPMorgan Chase
03.2024 - Current

Client Relationship Consultant

U.S. Bank
04.2023 - 02.2024

Store Manager

T-Mobile
01.2021 - 04.2023

Associate of General Studies -

Brigham Young University-Idaho

Cyber Security Operations - Cyber Security

University of Arizona
Benson Palmer