Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Bertha Corona

Burbank,CA

Summary

Established banker with an extensive background in consumer and business finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Committed to assisting customers understand financial needs, goals and options.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Chase Private Client Banker

JPMorgan Chase
06.2014 - Current
  • Increased client satisfaction by providing personalized consumer and business banking solutions tailored to individual needs.
  • Strengthened relationships with high net-worth clients by offering comprehensive financial planning services.
  • Improved operational efficiency by implementing best practices in workflow optimization within the branch team.
  • Managed risk exposure by closely monitoring credit quality and adhering to lending guidelines and policies.
  • Enhanced branch revenue by identifying opportunities for cross-selling additional products and services.

Personal Banker

Citibank
10.2002 - 06.2014
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

Teller Operations Manager

Bank Of America
06.1997 - 06.2002
  • Improved customer satisfaction by implementing efficient teller procedures and streamlining workflow.
  • Enhanced operational efficiency by conducting regular audits, ensuring compliance with established policies and procedures.
  • Reduced wait times for customers by optimizing staff scheduling and maintaining adequate staffing levels during peak periods.
  • Managed daily teller operations, ensuring accurate cash handling and prompt transaction processing.

Education

Business Management

Glendale Community College
Glendale, CA
05.1996

Skills

  • Relationship Building and Management
  • Leadership Qualities
  • Sales Expertise
  • Effective Communication

Certification

Licensed in Series 6 & 63

Active Notary Public

Languages

Spanish
Native or Bilingual

Timeline

Chase Private Client Banker

JPMorgan Chase
06.2014 - Current

Personal Banker

Citibank
10.2002 - 06.2014

Teller Operations Manager

Bank Of America
06.1997 - 06.2002

Business Management

Glendale Community College

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Bertha Corona