Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Carrie L Johnson

Renton,WA

Summary

Experienced Private Client Banker with the opportunity to bring in new clients and expand banking portfolios. Goal-driven and accomplished with demonstrated success in customer service, sales and financial planning. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Chase Private Client Banker

JPMorgan Chase
07.2020 - Current
  • Knowledgeable about every single banking product (checking, savings, CDs, retirement, investments.)
  • Provide exceptional customer service by meeting all customer demands as they relate to relatively straight forward inquiries, with support of more experienced personnel.
  • Handling daily tasks and responsibilities given by manager.
  • Established credibility with well- known clients within the bank, creating a friendly rapport with every customer interaction.
  • Generally, resolve problems independently, escalating more difficult issues to management
  • Knowledgeable about growing and handling a book of business, reaching out to clients, and offering service to create a deep relationship, as well as looking for opportunities to refer to our JP Morgan side.
  • Working with other team members to successfully achieve goals
  • Working closely with Financial Advisors from JP Morgan by referring and helping clients with investment vehicles, like brokerage CD, annuities, long and short-term investment vehicles.
  • Working together with Business Relationship Manager to assist and provide an excellent customer service to small businesses and large businesses with a total annual revenue between 1M-100M.
  • Working with Home Lending Advisor to assist customers in obtaining their first mortgage, HELOC, etc.
  • Implement additional services to maintain exceptional client service ratings.
  • Served as a trusted advisor to clients, offering guidance on complex financial matters and life events.
  • Managed risk exposure by closely monitoring credit quality and adhering to lending guidelines and policies.
  • Leveraged strong communication skills to build rapport with diverse clientele and foster long-term loyalty.
  • Stayed current on industry trends, regulations, and competitor offerings through continuous professional development and training.
  • Supported colleagues during peak periods or staff absences, demonstrating adaptability and teamwork.
  • Streamlined processes for account opening and maintenance, improving overall efficiency and client experience.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Relationship Banker

JPMorgan Chase
02.2016 - 07.2020
  • Opening Checking accounts, saving accounts Certified Deposits accounts (CD’s)
  • Dealing with customer inquiries and problems about debit cards, problems with their accounts, fees, etc
  • Lead of lobby leadership, given the best customer service to our valuable customers.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Delivered informative presentations at community events, promoting brand awareness while educating audiences on personal finance topics.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
  • Maintained in-depth product and service knowledge for well-informed customer advice.

Rental Sales Agent

Fox Rental Car
02.2013 - 02.2016
  • Top Sale Agent exceeded regional sales targets by 20%
  • Promotion to Lead Counter Sales Agent within first year of employment
  • Received additional incentive rewards monthly for top performance
  • Resolved customer disputes to maintain positive relationships and increase customer base.
  • Provided comprehensive training for new employees on company policies and software applications.

Rental Sales Agent Lead

Advantage Car Rental ( Subsidiary of Hertz)
01.2011 - 02.2013
  • Top 5% sale performer for the Seattle Division
  • Nominated and selected Employee of the Month attributed to outstanding customer service and sales performance
  • Executed sales and marketing initiatives to increase revenue for company.
  • Resolved customer disputes to maintain positive relationships and increase customer base.
  • Collaborated with team members to improve sales strategies and meet monthly targets.
  • Delivered exceptional customer care through prompt responses to inquiries via phone calls or emails.
  • Maintained a high level of professionalism, ensuring positive experiences for clients during interactions.

Education

Bachelor of Arts - Sociology, Emphasis Diversity

Washington State University
Pullman, WA
07.2003

Skills

  • Problem Solving
  • Strong Work Ethic
  • Self- Confidence
  • Critical Thinking
  • Time Management
  • Leadership
  • Creativity
  • Technical skills
  • Customer Service-Oriented
  • Verbal and Written Communication
  • Portfolio Management

Certification

New Jersey Public Notary. (Exp: 2023) NMLS registration.

Additional Information

  • Examination(s): SIE - Securities Industry Essentials ( July 1st 2021). Series 6to – Investment Company Products/Variable Contracts. Series 63 – Uniform Securities Agent. Life Insurance License

Timeline

Chase Private Client Banker

JPMorgan Chase
07.2020 - Current

Relationship Banker

JPMorgan Chase
02.2016 - 07.2020

Rental Sales Agent

Fox Rental Car
02.2013 - 02.2016

Rental Sales Agent Lead

Advantage Car Rental ( Subsidiary of Hertz)
01.2011 - 02.2013

Bachelor of Arts - Sociology, Emphasis Diversity

Washington State University

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Carrie L Johnson