Courtney Burns

• Active role in helping clients with small businesses achieve their financial goals by discovering needs and tailoring Chase's plethora of financial products to their specific needs to help them and their businesses grow.
• Builds and nurtures lasting relationships by providing courteous and exceptional customer service through a friendly approach and professionalism by asking open-ended questions to establish trust and rapport with clients.
• Consistently refers clients to the appropriate One Chase team member, financial advisors, home lending advisors, personal advisors, merchant services and business relationship managers to connect those clients to whom is most capable to help with their specialized financial needs and successfully deepening their overall relationship with Chase.
• Large contributor in helping my branches achieve OSAT gold and campaign goals on multiple occasions, as well as bringing the branch from a performance level 4 branch to a performance level 2 branch, while maintaining one of the highest personal OSAT scores in my branches.

Supervisor: Gracie Dominguez

(505) 720-8911

gracie.dominguez@chase.com

• Demonstrated a natural ability to function as a member of a team by being dependable and making oneself an asset to the branch by leveraging technology as a strength, along with improving overall performance of branch operations and customer satisfaction.
• Provided courteous and exceptional customer service through a friendly approach, strong professionalism, and timely assistance with multiple customer transactions simultaneously.
• Educated clients on various banking self-service options including the company's online tools, mobile applications to enhance banking convenience, anticipate their future needs, and ensuring expectations are exceeded.

Supervisor: Andrew Rodriguez

Branch Manager (928) 768-3771

Andrew.x.rodriguez@chase.com

• Provided high-level customer service, professionalism and assistance with different types of transactions including business account opening and closings, and completing personal and business loan applications.
• Conducted thorough policy reviews to ensure adequate coverage limits and adherence to underwriting guidelines for loan applications.
• Prepared, assembled, maintained and reviewed various applications and reports in accordance with US Army regulations, policies and US Federal, State and Industry laws, policies and amended procedures.
• Complied with all Defense Finance and Accounting Service and Community Bank security and internal control procedures and policies.
• Developed, hired, and assisted in managing a highly-efficient banking team through ongoing coaching and helping employees with day-to-day work and complex problem solving.

• Provided administrative support and guidance to the Directorate of Emergency Services ensuring coordinated events and meeting deadlines were kept while maintaining and exceeding high quality customer service standards.
• Prepared and maintained multiple initial, periodic reports and logs that have met or exceeded quality standards every review period, helping expedite monthly and quarterly reconciliations, resulting in the ability to maintain, dispose of files and logs adhering to standards set by U.S Army regulations, established policies, and their revised and amended procedures.
• Created, organized and maintained a variety of critical documents and reports to include individual's personal identifiable information, employee and customer records in accordance with U.S. Army regulations.