Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jordin Moore

Yonkers,NY

Summary

Outstanding customer service professional with 8 plus years of customer satisfaction. Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns. Seeking a position where I may leverage my skills in relationship building and sales to increase profitability.


Overview

5
5
years of professional experience
1
1
Certification

Work History

Relationship Banker

J.P Morgan Chase Bank
03.2024 - Current
  • Provided clients with financial advice and worked with partners to provide knowledge of our products
  • Met regularly with new clientele, maintained relationships through quarterly check-ins, worked my book of business by scheduling appointments and providing value.
  • Worked the floor and greeted clients and aided in any servicing needs.
  • Averaged 30-50 sales calls a day.
  • Worked with Client Central to maintain my book of business.
  • Kept a consistently high OSAT at the branch
  • Closed multiple 500k - 1 million dollar investments with the financial advisor.
  • Connected with my Business Relationship manager in operating new accounts that I created worth over 250K . Led to LOC's, business credit cards.
  • Constantly showcased Chase financial health tools and provided clients with resources to protect themselves, invest, and have ease of access when it came to banking.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.

Associate Banker

J.P Morgan Chase Bank
07.2021 - 03.2024
  • Assist clients with their financial needs by showcasing the different products and services we offer.
  • Work with my team to accurately and efficiently meet the branch goals.
  • Completing any servicing for clients’ accounts, and looking for opportunities to provide my bankers with referrals.
  • Strong customer service skills.
  • Versatile with technology.
  • Achieved multiple 9's and 10's in our weekly customer OSAT. Qualified the branch for quarterly OSAT rewards by maintaining a high OSAT score in the branch.
  • Assisted the branch with LOC for small business by engaging in conversation with them about their business needs .
  • Worked with bankers personally to create action plans for engaging new clientele and retain current clients

Member Service Representative

Planet Fitness
02.2021 - 11.2021
  • Greeted and checked in members as they arrived.
  • Responsible for signing up new members and giving tours of the facility.
  • Answered phones and dealt with customer service concerns.
  • Cultivate an inclusive environment
  • Facilitate and execute promotional deals

Education

A.S. - Business Management

Westchester Community College
Valhalla, New York
06.2019

Skills

  • Cash handling

  • Sales expertise

  • Customer Service-oriented

  • Relationship building and management

  • Financial services

  • Conflict resolution

  • Analytical thinking

  • Team collaboration

  • Reliability

  • Product knowledge

  • Client relationship management

Certification

  • FINRA Series 6-Investment Company and VAriable COntracts Products Representative
  • FINRA Series 63 - Uniform Securities Agent State Law Exam
  • FINRA Securities Industry Essentials (SIE) Exam
  • New York State Life Insurance License

Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Relationship Banker

J.P Morgan Chase Bank
03.2024 - Current

Associate Banker

J.P Morgan Chase Bank
07.2021 - 03.2024

Member Service Representative

Planet Fitness
02.2021 - 11.2021

A.S. - Business Management

Westchester Community College

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Jordin Moore