Brent Baker
Oxnard,CA
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
06.2022 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Implemented strategies to increase customer retention, enabling investment growth.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
Associate Banker
JPMorgan Chase
03.2021 - 06.2022
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Sales Associate
Golds Gym
06.2019 - 06.2020
- Engaged with customers to build rapport and loyalty.
- Solved customer challenges by offering relevant products and services.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Generated new sales leads to achieve and exceed monthly sales goals.
Education
No Degree - Business Administration
Ventura College
Ventura, CAHigh School Diploma -
Rio Mesa High School
Oxnard, CA06.2010
Skills
- Banking
- Negotiation Expertise
- Phone Inquiries
- Account Audits
- Policy Development and Implementation
- Serve Customer Needs
- Banking Operations Knowledge
Certification
- Licensed Officer - SIE, Series 6, 63, Life Insurance (CA)
Languages
Spanish
Full Professional
Timeline
Relationship Banker
JPMorgan Chase
06.2022 - Current
Associate Banker
JPMorgan Chase
03.2021 - 06.2022
Sales Associate
Golds Gym
06.2019 - 06.2020
No Degree - Business Administration
Ventura College
High School Diploma -
Rio Mesa High School