- Animal Welfare Advocacy
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- I participate in a variety of outdoor recreational activities
- Volunteering for community initiatives to give back to local communities and make a positive impact
- Passionate about balancing physical health with mental and emotional wellness
Emily Pfister
Houston,TX
Summary
Dynamic Relationship Banker with JPMorgan Chase Bank, adept at enhancing client satisfaction through personalized financial strategies and exceptional communication. Proven ability to increase client retention and engagement, leveraging analytical skills and empathy to deliver tailored solutions. Holds multiple financial certifications, including Texas Health & Life Insurance and NMLS ID.
Overview
12
12
years of professional experience
Work History
Relationship Banker - SB
JPMorgan Chase Bank - Private Client
06.2019 - Current
- Built relationships with clients and help deepen the relationship with inclusion of the One Chase Team.
- Introduce the team to new clients to build on the relationship and provide an excellent client experience.
- Continual positive improvement on my calls with clients in meeting the standards and requirements of Chase Private Client.
- Assisted in retail branch operations that include providing excellent customer service and build lasting relationships with clients.
- Improved client retention with effective communication and follow-up to assist with client's needs to increase customer loyalty.
- Increased client engagement with strategic outreach initiatives. Manage a client portfolio and contact on a consistent basis, ensuring the deepening and developing relationship.
- Coordinated with multiple departments for comprehensive client service.
- Improved client satisfaction with efficient problem-solving techniques.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Enforced company standards and operational procedures to create an efficient continued flow of services.
Store Manager
LoveSac
11.2015 - 11.2018
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Utilized strategic sales planning to recover a 43% sales deficit into a 15$ positive in under one year
- Sustained high customer satisfaction remarks and referrals, increasing return on investment. Recruit, onboard and train results driven teams. Personally built a seamless on boarding and hiring process that is now used company wide.
Banker & Team Lead Coordinator
Wells Fargo & Company
01.2015 - 08.2015
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Initiated cross-selling strategy that significantly increased uptake of additional banking products and services.
- Selected to act at team lead in training and coaching within three months of hire, tasked with developing sales skills, productivity and quality metrics through individualized coaching.
- Consistently awarded for top level performance based on quality assurance results and customer satisfaction.
Corporate Supervisor and Trainer
Starbucks
12.2012 - 01.2015
- Enhanced team productivity by overseeing daily operations.
- Managed employee schedules for optimal coverage and efficiency.
- Improved workflow with strategic task assignments.
- Coordinated team efforts, achieving project goals consistently.
- Supervised team activities to ensure compliance with company standards.
- Mentored team members, fostering professional growth.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Education
Bachelor of Science - Applied Communication
Arizona State University
Tempe, AZ05.2010
Skills
- Emily Pfister CRD #7138556
- SIE issued May 25,2021
- S6TO issued September 20, 2021
- S63 issued February 28, 2022
- Texas Health & Life Insurance #2813301
- National Producer Number (NPN) #20270196
- NMLS ID #20270196
Software Skills
Microsoft Office Suite, Adobe Photoshop, Adobe Illustrator, NetSuite, Cloud, Sales Force, Ecommerce, CRM
Interests
Timeline
Relationship Banker - SB
JPMorgan Chase Bank - Private Client
06.2019 - Current
Store Manager
LoveSac
11.2015 - 11.2018
Banker & Team Lead Coordinator
Wells Fargo & Company
01.2015 - 08.2015
Corporate Supervisor and Trainer
Starbucks
12.2012 - 01.2015
Bachelor of Science - Applied Communication
Arizona State University
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