Elizabeth Hunter
South Hempstead
Summary
Banking professional with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
06.2024 - Current
- I consistently manage assigned customers and actively engage with them in person and over the phone to foster enduring relationships, identify financial requirements, and customize product and service suggestions.
- I make personal connections, engaging and educating customers, and asking open-ended questions while actively listening to establish trust and nurture lasting relationships.
- I partner with our One Chase team (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
- I ensure to provide a value statement to each client to strengthen our relationship.
Associate Banker ME (Market Expansion)
JPMorgan Chase
09.2022 - 01.2024
- I ensured that every customer had a warm welcome while maintaining lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- I educated clients on the latest technology self-service options like the Chase Mobile App, Chase.com, and ATMs. By helping them take control of their banking experience and empowering them with the knowledge they need to manage their finances.
- I built positive relationships with clients, analyzed their needs, and recommended appropriate products and services to support our licensed bankers by sending referrals.
- I opened new checking accounts, savings accounts, and credit cards. Through my interactions with clients, I discovered their needs and provided them with personalized solutions.
Associate banker
JPMorgan Chase
12.2019 - 03.2022
- I spent time assisting customers with everyday transactions using Chase tools like Customer Assist and Teller Express. I educated customers on the use of self-service and remote channels and helped them enroll in and use these tools to make their banking experience more convenient.
- I became familiar with using the tablet to schedule appointments for clients and help with walk-ins, which allowed me to stay on top of their wait times and provide them with the best possible service.
- I helped build relationships with customers by connecting them with team members who could assist them with their financial needs.
- I handled everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up direct deposits, or updating their address with utmost accuracy and precision. I ensured that all policies, procedures, and regulatory and banking requirements were met.
Sales Associate
Nordstrom
10.2015 - 11.2019
- I built my own business by providing personalized styling services to clients who made appointments with me daily. With my knowledge of the products and my analytical thinking skills, I was able to provide excellent customer service and influence their buying decisions by explaining the quality, value, and style of the products.
- Greeted customers in a friendly manner, responding to questions, boosting merchandise engagement, and providing outstanding customer service.
- Provided quality customer service by addressing customer questions and providing subsequent merchandise suggestions to best meet their needs.
- I was always up-to-date with the latest promotions, policies, and security practices. As a result, I was able to exceed sales goals and receive positive feedback from customers on my quick and exceptional service.
- I was responsible for resolving any customer complaints that arose and served as a team lead, suggesting ideas and assisting the manager in ensuring that the business ran smoothly.
Education
Finance
Paul Quinn
01-2028
Business Administration
Southern New Hampshire
08.2024
High School - undefined
Uniondale High School
06.2014
Skills
- Professionalism
- Interpersonal
- Active listening
- Problem-solving
- Relationship building and management
- Financial services
- Customer Service-oriented
- Cross-selling products
- Financial advising
- Banking
- Organizational skills
- Decision-making
- Creative thinking
- Effective communication
Certification
- Licensed Notary Public (December 2021 - December 13th, 2025)
- Securities industry Essentials
- FINRA Series 6
- NASAA Series 63
- Life and health insurance
Languages
Spanish
Limited Working
Timeline
Relationship Banker
JPMorgan Chase
06.2024 - Current
Associate Banker ME (Market Expansion)
JPMorgan Chase
09.2022 - 01.2024
Associate banker
JPMorgan Chase
12.2019 - 03.2022
Sales Associate
Nordstrom
10.2015 - 11.2019
Business Administration
Southern New Hampshire
High School - undefined
Uniondale High School
Finance
Paul Quinn
Awards
Chase Award: Outstanding Performer 2023