CHERYL LYNN HOLMES
Post Falls,ID
Summary
Dynamic professional with a proven track record at JPMorgan Chase, excelling in client relationship management and business development. Skilled in financial solutions and problem-solving, I consistently achieved sales targets while enhancing client satisfaction. Adept at collaborating across teams to deliver tailored services that drive growth and retention.
Overview
2027
2027
years of professional experience
Work History
Family Caregiver
Stay At Home Parent
2013 - Current
- Assisted in organizing household schedules, managing budgets, and coordinating family activities.
- Facilitated volunteer activities for schools and community organizations.
- Cultivated skills in communication, problem-solving, multitasking, and project coordination.
Business Banker
JPMorgan Chase
Seattle, WA
2010 - 2013
- Supported small and medium-sized business clients with banking, lending, treasury management, and cash flow solutions.
- Built lasting relationships with clients through regular visits, consultations, and financial assessments.
- Assisted in generating new business via prospecting, networking, referrals, and community outreach efforts.
- Presented financial products and services to business owners to identify opportunities for relationship enhancement and account growth.
- Partnered with internal teams to deliver tailored solutions that addressed client needs and promoted revenue growth.
- Monitored portfolio performance and communicated development results to leadership.
- Addressed complex customer issues promptly while maintaining high client satisfaction.
- Achieved growth in sales relationships and expanded portfolio successfully.
Insurance Agent/ Producer
Bankers Life and Casualty Company
Bellevue, WA
2008 - 2010
- Assisted in developing new business opportunities through networking and referrals.
- Conducted client consultations and presentations to determine financial protection needs and suggest suitable insurance products.
- Established long-term client relationships that led to high retention and repeat business.
- Maintained adherence to industry regulations while providing excellent customer service.
- Achieved or surpassed sales targets through proactive business development initiatives.
Service Advisor
Renton Honda Automobiles
Renton, WA
2007 - 2008
- Assisted customers as primary contact for dealership service operations.
- Communicated repair timelines and service options to build customer trust.
- Supported coordination among technicians, management, and customers for effective service outcomes.
- Addressed customer concerns promptly and professionally to maintain satisfaction levels.
- Acquired knowledge of dealership operations, customer needs, and automotive practices.
Service Department Administrator
Renton Honda Automobiles
Renton, WA
2000 - 2007
- Assisted daily operations in high-volume automotive dealership service department.
- Maintained customer records, service documentation, schedules, and operational reports.
- Facilitated communication between customers, technicians, vendors, and management.
- Supported workflow management, inventory coordination, and administrative tasks.
- Aided in creating positive customer experiences through effective communication and problem-solving.
- Gained familiarity with dealership operations, personnel, and customer relationship management.
Education
North Seattle College
Seattle, WASkills
- Assisted in managing dealer relationships to support business growth
- Contributed to business development initiatives and territory expansion
- Facilitated banking and financial services transactions
- Supported sales efforts and prospecting activities
- Promoted client retention and expansion strategies
- Gained experience in the automotive industry
- Communicated effectively through presentations and discussions
- Developed knowledge in credit and lending practices
- Aided in partnership development efforts
- Resolved problems efficiently to enhance operations
- Maintained regulatory compliance in all activities
- Managed portfolios to maximize client satisfaction
- Collaborated across functions to achieve common goals
- Delivered exceptional customer service experiences
- Tracked performance and generated reports as needed
- Worked independently in the field to meet objectives
Timeline
Family Caregiver
Stay At Home Parent
2013 - Current
Business Banker
JPMorgan Chase
2010 - 2013
Insurance Agent/ Producer
Bankers Life and Casualty Company
2008 - 2010
Service Advisor
Renton Honda Automobiles
2007 - 2008
Service Department Administrator
Renton Honda Automobiles
2000 - 2007
North Seattle College