Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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Christopher Caba

Perth Amboy,NJ

Summary

Dynamic leader with a proven track record at JPMorgan Chase, adept in relationship building and financial sales. Excelled in team management, driving innovative solutions, and enhancing customer satisfaction. Achieved notable sales goals through creative thinking and effective policy implementation. Skilled in account audits and multitasking, consistently delivering results beyond expectations.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
Aberdeen, NJ
01.2024 - Current
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Reviewed loan applications for accuracy and completeness before submitting them for processing.
  • Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
  • Developed promotional strategies to attract new customers to the bank's products and services.
  • Educated clients about various banking products available at the institution.

Senior Personal Banker

PNC Bank
Perth Amboy, NJ
02.2019 - 06.2024
  • Analyzed customer's financial information to determine the best banking products for them.
  • Conducted risk assessments on potential loan applicants to assess creditworthiness.
  • Provided customer service to bank clients, answering inquiries and resolving complaints.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Modified, opened and closed customer accounts.

Assistant Manager

T-Mobile
Old Bridge, NJ
02.2017 - 02.2019
  • Established monthly sales objectives by creating effective sales plans and quotas.
  • Led, coached and developed employees to achieve sales goals.
  • Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
  • Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
  • Developed promotional strategies to increase sales volume.

Education

Business Administration And Management

Kean University
Union, NJ
05-2022

Skills

  • Relationship building and management
  • Account audits
  • Recordkeeping requirements
  • Policy development and implementation
  • Account closings
  • Creative thinking
  • Detail-oriented
  • Financial sales
  • Computer literate
  • Multitasking
  • Team management

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Certification

  • SIE
  • Series 6

Timeline

Relationship Banker

JPMorgan Chase
01.2024 - Current

Senior Personal Banker

PNC Bank
02.2019 - 06.2024

Assistant Manager

T-Mobile
02.2017 - 02.2019

Business Administration And Management

Kean University

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Christopher Caba