Summary
Overview
Work History
Education
Skills
Timeline
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Derrell Curry Jr.

San Francisco,CA

Summary

Accomplished Analyst with over 5 years of experience in the financial sector, committed to elevating client satisfaction and optimizing operational efficiency. Expert in fostering robust client relationships, adeptly resolving complex issues, and spearheading process improvements through innovative data-driven solutions.

Overview

5
5
years of professional experience

Work History

Analyst

JP Morgan Chase
05.2024 - Current
  • Key contributor in leading a department managing client transitions post-acquisition, providing superiority service to high-net-worth business and consumer clients in retail banking.
  • Utilize Salesforce and data analysis tools to manage a daily pipeline of interactions and reports, maintaining high service standards. Achieving 95.24% YTD in Quality - Policy and Procedure and 100.00% YTD in Quality - Regulatory Compliance.
  • Manage diverse financial requests, including account maintenance and money movement, adhering to SLAs and achieving a 256.68% YTD in business results.
  • Lead initiatives and focus groups to enhance Private Client Service Operations, conducting meetings, and completing quarterly trainings to improve processes and ensure compliance.
  • Drive process improvements to streamline Chase Answers for Private Client Service Operations and Relationship Managers, enhancing workplace efficiency and client experience through feedback.
  • Demonstrate excellence through punctuality, integrity, and accountability, achieving a 99.40% YTD in Teamwork and Leadership.

Associate

First Republic Bank
09.2020 - 05.2024
  • Provided top-tier service in Lending, Consumer, and Business Online Technology Support, consistently attaining 100% quality assurance scores.
  • Ensured compliance and minimized risk exposure by utilizing risk assessment tools and data analytics, while identifying and reporting suspicious activities in accordance with BSA/AML regulations.
  • Supported clients and bankers with checking and savings accounts, CDs, and IRAs, ensuring adherence to Reg DD for interest rates and customer disclosures.
  • Improved inter-departmental workflows using Microsoft Office tools, boosting team collaboration and achieving quarterly gains in operational efficiency and task accuracy.
  • Leveraged Power BI to integrate data from multiple sources, providing a comprehensive view across platforms in SharePoint.
  • Managed card and check inquiries using applications and provided expert support for ERP Plug-in, AccountantSync, Quicken, QuickBooks, and Zelle, ensuring high client satisfaction with attention to detail.

Education

Bachelor of Science - Cybersecurity Technology, Certificate in Artificial Intelligence

University of Maryland Global Campus

Skills

  • Proficient in Microsoft Office, Salesforce, Power BI, Adobe, SAP, DocuSign, AI and LLM Suite
  • Analytical thinking
  • Proficient in data analysis and troubleshooting
  • Team-oriented project engagement
  • Strategic leadership and decision-making

Timeline

Analyst

JP Morgan Chase
05.2024 - Current

Associate

First Republic Bank
09.2020 - 05.2024

Bachelor of Science - Cybersecurity Technology, Certificate in Artificial Intelligence

University of Maryland Global Campus

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