Krystal McDonald
Chicago,IL
Summary
Self-motivated professional offering strong communication, and quick-thinking skills. Team player and results-oriented, strategic sales professional with over 15 years experience in the financial industry and customer service field. Primary focus is to give 100% percent in all I do and deliver an excellent customer service experience.
Overview
16
16
years of professional experience
Work History
Relationship Banker
Beverly Bank and Trust a Wintrust Community Bank
Chicago, IL
02.2024 - Current
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Built long-term relationships with customers by providing personalized service and support.
- Participated in community events and workshops to promote bank services and financial literacy.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Maintained customer data confidentiality while inputting information into system.
Client Service Associate
JPMorgan Private Wealth Management
Chicago, Illinois
02.2022 - 07.2022
- Delivered high level of service to clients to both maintain and extend relationships for future business opportunities.
- Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.
- Followed up with customers through calls and emails to proactively resolve issues and maintain satisfaction.
Personal Banker
JPMorgan Chase
Chicago, IL
10.2019 - 04.2021
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Provided exceptional customer service
Lead Associate Operations
JPMORGAN CHASE BANK
Broadview, IL
09.2018 - 10.2019
- Research and resolve customer issues on savings, checking accounts and other banking needs.
- Managed confidential bank documents, audit schedules, and assist in receiving a passing audit for the branch
- Assist staff in handling challenging customer issues and concerns
Personal Banker-Small Business Spec.-MOD
JPMorgan Chase Bank
Chicago, IL
11.2013 - 09.2018
- Provided excellent customer service
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
Teller and Sales and Service Associate
JPMorgan Chase
Chicago, IL
04.2009 - 11.2013
- Administrative assistant for branch
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Delivered exceptional service to customers in person or over telephone.
Education
Associate of Science - Accounting and Business Administration
Triton College
River Grove, IL05.2023
Timeline
Relationship Banker
Beverly Bank and Trust a Wintrust Community Bank
02.2024 - Current
Client Service Associate
JPMorgan Private Wealth Management
02.2022 - 07.2022
Personal Banker
JPMorgan Chase
10.2019 - 04.2021
Lead Associate Operations
JPMORGAN CHASE BANK
09.2018 - 10.2019
Personal Banker-Small Business Spec.-MOD
JPMorgan Chase Bank
11.2013 - 09.2018
Teller and Sales and Service Associate
JPMorgan Chase
04.2009 - 11.2013
Associate of Science - Accounting and Business Administration
Triton College
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