Connor Long
ROSEVILLE,CA
Summary
Dynamic professional with a strong background in financial analysis and client service. Skilled in developing revenue growth strategies and improving operational efficiency. Ready to leverage experience in cross-functional collaboration to drive impactful business outcomes.
Overview
9
9
years of professional experience
Work History
Business Operations Associate
JPMorganChase
San Francisco, CA
05.2024 - Current
- Collaborated with cross-functional teams to streamline project workflows.
- Partnered with regional leadership to promote revenue growth by moving over $5 million into our division.
- Track knowledge gaps from field support staff in a weekly presentation to regional executives.
- Partner with regional leadership on marketing efforts to improve client acquisition.
Client Service Associate
JPMorganChase
Chicago, Illinois
04.2021 - 04.2024
- Managed client inquiries and provided timely resolutions to enhance satisfaction.
- Developed training materials for junior associates on best practices in client service.
- Assisted in onboarding new clients, ensuring a smooth transition into services.
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
Personal Banker
JPMorganChase
Sacramento, California
08.2016 - 03.2021
- Assisted clients with account opening and maintenance processes.
- Provided financial advice on products and services available.
- Processed deposits, withdrawals, and loan applications efficiently.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Education
Bachelor of Science - Finance
Western Governors University
Salt Lake City, UT01-2025
Bachelor of Science - Marketing Management
Western Governors University
Salt Lake City, UT01-2023
Skills
- Financial analysis
- Operations management
- Microsoft Office Suite
- Revenue growth strategies
- Client relationship management
- Data interpretation
Timeline
Business Operations Associate
JPMorganChase
05.2024 - Current
Client Service Associate
JPMorganChase
04.2021 - 04.2024
Personal Banker
JPMorganChase
08.2016 - 03.2021
Bachelor of Science - Finance
Western Governors University
Bachelor of Science - Marketing Management
Western Governors University