CRISSY SIMMONS
McKinney,TX
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and a proactive approach in delivering effective solutions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Client Service Associate
JP Morgan Chase Bank, NA
06.2022 - Current
- Temporarily Manage portfolios of clients, serving as the primary point of contact to resolve client requests and issues related to treasury and cash management products while the permanent CSA is on leave
- Build and maintain short-term relationships with senior-level client contacts (CEOs, CFOs, Treasurers) to ensure ongoing client satisfaction and service excellence
- Collaborate with Service Operations, Sales Partners, and Bankers to address and resolve complex client inquiries
- Proactively analyze client trends and issues, recommending customized solutions and new products to meet client needs
- Influence internal teams to recommend products and services that align with client behavior and preferences
- Utilize data analytics to support decision making and identify opportunities for process improvements
Relationship Banker
JP Morgan Chase Bank, NA
07.2018 - 06.2022
- Provide everyday banking solutions by discovering needs for our clients in person and over the phone.
- Small Business Specialists- trained to open business accounts, service business customers and partner with them to reach their business goals while leveraging both personal and business banking relationships
- Manager on Duty - provide operational support, solve problems and share ideas for improvement
- Refer clients to our internal partners- Home Lending Advisors, Wealth Management, Business Relationship Managers
- Monthly Training and certification of Banking Regulations
Financial Sales Advisor
BBVA Compass Bank
08.2017 - 06.2018
- Market retail banking products and services to consumer and small business customers, face to face and over the phone, in order to grow, retain and maximize profit for the bank.
- Teach Financial Literacy classes and attend onsite events for profits and nonprofits to invest in the communities our retail footprint resides in.
Sales and Service Advisor II
BBVA Compass Bank
06.2017 - 08.2017
- Provide exceptional customer service, lobby management and cash handling transactions.
- Responsible for new account openings, cross-selling, and referrals of all bank products
- Provide customers with financial advice to support their growth into high value relationships
- Uncover Sales and Service opportunities using CRM.
- Sell Deposit and Loan products while adhering to bank policies and federal regulations and guidelines
Business Analyst
JC PENNEY CO.
02.2010 - 01.2015
- Company Overview: America’s leading retailer, operating throughout the United States and Puerto Rico.
- Compiling and validating financial data of the IT/Business of IT Budgets
- Maintain accurate inventory of hardware/Software assets via Asset Manager and vendor sites
- Gather requirements for timely installation and de-installation of Hardware and Software in our Data Centers
- Ensure the Service Level Objectives were being maintained for new hardware and software warranty requests internally by engineering and externally by our vendors.
- Participated in IT Procurement Process from end to end from Vendor Demos, Budget Validation, Quote Validation, Req Approvals, Account Reconciliation and Installations/De-
Education
Bachelor of Business Administration - Computer Information Systems
University of Louisiana at Monroe
Leadership McKinney
Master of Business Administration - Project Management
Southern New Hampshire University
05.2026
Skills
- Proficient in Google Workspace applications
- Proficient in Microsoft Office Suite
- Experienced with Tableau data visualization
- Building client relationships
- Problem-solving expertise
- Client engagement
- Collaborative relationship building
- Project coordination
Certification
- ITIL v.3 Foundations Certified
- STI’s Certified Helpdesk Professional Certification
- Training includes: Project Management Principles, Gathering & Analyzing Business Requirements, and Gehegan Sales Training, Root Cause Analysis
Community Service
McKinney Education Foundation Grant and Scholarships Committee, 2015, 2022, Culture Champion 2020-2022
Timeline
Client Service Associate
JP Morgan Chase Bank, NA
06.2022 - Current
Relationship Banker
JP Morgan Chase Bank, NA
07.2018 - 06.2022
Financial Sales Advisor
BBVA Compass Bank
08.2017 - 06.2018
Sales and Service Advisor II
BBVA Compass Bank
06.2017 - 08.2017
Business Analyst
JC PENNEY CO.
02.2010 - 01.2015
Master of Business Administration - Project Management
Southern New Hampshire University
Bachelor of Business Administration - Computer Information Systems
University of Louisiana at Monroe
Leadership McKinney
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