Summary
Overview
Work History
Education
Skills
Timeline
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Beverly Pascual

Greenville,TX

Summary

Accomplished Senior Associate Banker at JPMorgan Chase, adept in financial management and client engagement. Excelled in fostering client relationships, enhancing financial portfolios, and leading cross-functional teams. Proven track record in improving customer satisfaction and operational efficiency. Skilled in finance and team leadership, with a commitment to professional excellence and achievement.

Overview

19
19
years of professional experience

Work History

Senior Associate Banker

JPMorgan Chase
04.2018 - Current
  • Building relationships: Establishing and maintaining relationships with clients, both current and potential
  • Providing support: Offering day-to-day support to bankers, such as with documentation, account opening and closing, and loan disbursals
  • Advising clients: Discussing financial needs and goals with clients, and advising them on products, services, and investments
  • Analyzing portfolios: Managing and analyzing clients' financial portfolios
  • Conducting research: Researching and analyzing market trends, and preparing reports for acquisitions and mergers
  • Creating marketing materials: Developing marketing materials for products and services
  • Executing transactions: Carrying out client transactions
  • Providing service: Delivering sales solutions and service to customers, such as cashing checks and processing withdrawals
  • Identifying sales opportunities: Seeking out opportunities to develop member relationships and identify sales opportunities

Manager on Duty

Chili's Restaurant
08.2005 - 08.2018
  • Trained employees in essential job functions.
  • Responded to customer concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
  • Handled employee-related issues to improve performance, professional conduct, and attendance reliability.
  • Provided exceptional customer service, addressing concerns promptly and ensuring repeat business from satisfied clients.

Education

Paris Junior College
Greenville, TX

Champions School of Real Estate
Plano, TX

Skills

  • Training and mentoring
  • Performance monitoring
  • Team Leadership
  • Team Supervision
  • Finance
  • Schedule Management
  • Financial Management
  • Money Handling
  • Financial statements expertise
  • Timeline estimates
  • Customer Service
  • Time Management
  • Attention to Detail
  • Computer Skills
  • Client Engagement
  • Oral communication
  • Cross-Functional Teamwork
  • Issue Resolution
  • Order Fulfillment
  • Data Entry
  • Customer interaction
  • Work Planning and Prioritization
  • Courteous and Professional
  • Performance Improvement

Timeline

Senior Associate Banker

JPMorgan Chase
04.2018 - Current

Manager on Duty

Chili's Restaurant
08.2005 - 08.2018

Paris Junior College

Champions School of Real Estate

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Beverly Pascual