Claudia Laurentino
Kenvil,NJ
Summary
Results-driven professional with extensive experience in strategic planning and operational management. Proven ability to enhance customer loyalty and drive business profitability through effective problem-solving and team collaboration. Expertise in compliance evaluation ensures adherence to industry standards and regulations.
Overview
14
14
years of professional experience
Work History
Owner/Office Manager
Comfort Specialists LLC
Kenvil, NJ
01.2019 - 12.2025
- Trained and mentored staff to enhance team performance and customer service skills.
- Developed customer relationship management processes to boost loyalty and retention.
- Evaluated compliance with industry regulations to mitigate risks and uphold standards.
- Facilitated team meetings to improve communication and collaboration across departments.
- Implemented customer feedback mechanisms for continuous service quality enhancement.
- Monitored market trends to guide pricing strategies and product development decisions.
- Managed daily operations, including hiring, training, and vendor negotiations.
- Led strategic planning initiatives to identify growth opportunities and increase profitability.
Personal Banker/Small Business Specialist
JP Morgan Chase Bank NA
Millburn, New Jersey
10.2011 - 01.2017
- Facilitated seamless account openings by guiding clients through documentation requirements and verification processes.
- Processed loan applications efficiently, ensuring compliance with bank policies and regulatory standards.
- Cross-sold financial products tailored to client needs, increasing overall client satisfaction and branch profitability.
- Resolved client inquiries and issues promptly, enhancing customer satisfaction and loyalty.
- Educated clients on digital banking tools, improving their banking experience and service utilization.
- Maintained accurate records of client interactions and transactions, supporting compliance and risk management efforts.
- Collaborated with team members to streamline transaction processing, resulting in improved operational efficiency.
- Identified opportunities for account upgrades and additional service offerings, fostering long-term client relationships.
- Monitored account activity for potential fraud, ensuring client security and trust in banking services.
- Supported branch sales goals by actively participating in promotional events and customer engagement activities.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Analyzed financial documents provided by customers to determine their needs.
Education
High School Diploma -
West Orange High School
West Orange, NJ06-1997
Skills
- Customer relationship management
- Operational management
- Compliance evaluation
- Strategic planning
- Account management
- Financial product expertise
- Team collaboration
- Staff training and development
- Problem solving
- Conflict resolution
- Decision making
- Time management
- Business management
- Sales management
- Administrative oversight
- Business development and launch
- Relationship building
- Verbal and written communication skills
- Business planning and strategy
- Profit and loss analysis
- Client service excellence
- Employee development strategies
Languages
Italian
Native/ Bilingual
Timeline
Owner/Office Manager
Comfort Specialists LLC
01.2019 - 12.2025
Personal Banker/Small Business Specialist
JP Morgan Chase Bank NA
10.2011 - 01.2017
High School Diploma -
West Orange High School