Christina McPherson
Thornville
Summary
Dynamic banking professional with extensive expertise in client relationship management, driving financial growth and enhancing asset performance. Proven success in identifying and implementing effective strategies that align with regulatory standards while maximizing client satisfaction. Recognized for exceptional collaboration skills and a consistent track record of exceeding performance goals, contributing to overall organizational success. Committed to fostering long-term client relationships and delivering innovative financial solutions.
Overview
13
13
years of professional experience
Work History
Private Client Banker
JPMorgan Chase Bank N.A.
05.2021 - Current
- Cultivated strong client relationships to understand financial needs and deliver tailored solutions.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Facilitated onboarding of new clients through personalized consultations and account setup processes.
- Collaborated with internal teams to streamline service delivery and enhance client experience.
Relationship Banker
JPMorgan Chase Bank N.A.
03.2021 - 04.2021
- Cultivated strong customer relationships through personalized financial solutions and proactive communication.
- Analyzed client needs to recommend appropriate banking products and services, enhancing customer satisfaction.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Personal Banker
JPMorgan Chase Bank N.A
07.2019 - 02.2021
- Assisted customers with setting up or closing accounts, referring loan applications, and helping to set up financial plans.
- Established rapport with new clients to increase satisfaction and loyalty.
- Promoted all financial products by maintaining excellent service, offering knowledge.
Teller
JPMorgan Chase Bank N.A
10.2017 - 06.2019
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
Cashier
CVS
06.2016 - 07.2017
- Checked prices for customers and processed items sold by scanning barcodes.
- Operated cash register for cash, check and credit card transactions with 100% accuracy.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
Team Leader
Witten Produce Patch
06.2012 - 10.2017
- Reviewed and resolved differences between accounting information and cash drawer
- Restocked, arranged and organized merchandise in front lanes to drive product sales
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers
- Molded team and embraced change to adapt within dynamic market
Education
No Degree - Sonography
Central Ohio Technical College
Newark, OhioNo Degree - Nursing
Ohio University
Zanesville, OhioHigh School Diploma -
Miller High School
Corning, Ohio05-2015
Skills
- Banking operations knowledge
- Experience in financial services
- Accurate cash processing
- Service sales proficiency
- Customer service expertise
- Client engagement strategies
- In-depth financial product knowledge
- Comprehensive onboarding management
- Product cross-selling
- Collaborative teamwork
Timeline
Private Client Banker
JPMorgan Chase Bank N.A.
05.2021 - Current
Relationship Banker
JPMorgan Chase Bank N.A.
03.2021 - 04.2021
Personal Banker
JPMorgan Chase Bank N.A
07.2019 - 02.2021
Teller
JPMorgan Chase Bank N.A
10.2017 - 06.2019
Cashier
CVS
06.2016 - 07.2017
Team Leader
Witten Produce Patch
06.2012 - 10.2017
No Degree - Sonography
Central Ohio Technical College
No Degree - Nursing
Ohio University
High School Diploma -
Miller High School