BRITTANY ROJAS
San Pedro,California
Summary
Highly motivated and customer-oriented Preferred Banker with a solid background in the financial industry. Skilled in providing personalized financial solutions and delivering exceptional customer service. Excellent knowledge of banking products and services, along with strong communication and problem-solving abilities. Committed to maintaining strict confidentiality, integrity, and compliance with regulatory requirements. A proven team player who thrives in a fast-paced and dynamic environment.
Overview
7
7
years of professional experience
Work History
Preferred Banking Client Services Banker
JP Morgan Chase (Formerly First Republic Bank)
08.2021 - 07.2024
- Deliver outstanding customer service to a portfolio of high net worth clients, addressing their diverse banking needs and consistently exceeding expectations for client satisfaction.
- Serve as the main point of contact for clients, adeptly handling inquiries, resolving issues, and providing tailored financial solutions that align with their unique objectives.
- Work collaboratively with a team of banking professionals to devise and execute client retention strategies, resulting in an impressive client retention rate.
- Uphold a superior standard of client satisfaction through proactive problem-solving, effective communication, and a high level of responsiveness to client needs.
Personal Banker
Wells Fargo
09.2019 - 07.2021
- Assessed clients' financial needs and objectives, then suggested suitable products and services, encompassing checking and savings accounts, loans, and lines of credit.
- Guided customers through various financial options, ensuring up-to-date knowledge of banking products, services, and industry regulations through ongoing training and professional development.
- Developed and maintained strong relationships with clients by providing personalized financial solutions.
Bank Teller
Wells Fargo
01.2018 - 09.2019
- Executed precise handling of deposit, withdrawal, and payment processing, ensuring attention to detail for accurate and efficient transactions.
- Demonstrated a commitment to strict adherence and implementation of banking policies and procedures, ensuring meticulous compliance with regulatory requirements.
- Performed daily reconciliation of cash drawers and vault accounts with unwavering accuracy, consistently achieving a balanced outcome and maintaining zero discrepancies.
Education
Associate of Science in General Business -
Los Angeles Harbor College
07.2024
High School Diploma - undefined
Mary Star of the Sea
06.2014
Skills
- Compliance and Regulatory Knowledge
- Relationship Building
- Team Collaboration
- Microsoft Office and Salesforce Proficiency
Timeline
Preferred Banking Client Services Banker
JP Morgan Chase (Formerly First Republic Bank)
08.2021 - 07.2024
Personal Banker
Wells Fargo
09.2019 - 07.2021
Bank Teller
Wells Fargo
01.2018 - 09.2019
Associate of Science in General Business -
Los Angeles Harbor College
High School Diploma - undefined
Mary Star of the Sea
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