Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
Generic

ERICA LOEFFLER

Monterey,CA

Summary

Highly motivated and organized professional with 2+ years of experience in banking, seeking an Executive Assistant position to leverage strong communication, problem-solving, and client management skills in a fast-paced environment. Proven ability to manage multiple priorities, build rapport, and anticipate needs to ensure exceptional customer service. Skilled in MS Office Suite and eager to apply talents to support a senior leader.

Overview

8
8
years of professional experience

Work History

Relationship Banker, Financial Health Champion, Culture Champion, Business Resource Group Adelante Treasurer II

JPMorgan Chase
05.2021 - Current
  • Building Rapport: This involves getting to know clients, understanding their financial goals, and providing personalized advice.
  • Exceed the bank's financial health growth objectives by introducing customers to relevant financial products and services offered.
  • Process and assist customers with financial transactions and account openings efficiently and accurately while complying with all policies, procedures, and regulatory banking requirements.
  • Leadership abilities by leading weekly meetings as the Financial Health Champion and educating colleagues about our financial products and services.
  • Attend monthly people and culture meetings to create a holistic approach to creating a positive workplace that aligns with the company's values and mission.

Head Server

Gino's Fine Italian Food
01.2016 - 05.2021
  • Overseeing a team of servers, assigning sections and tables.
  • Delegating tasks and ensuring smooth service flow.
  • Providing guidance and support to junior servers, including training on restaurant policies, menu knowledge, and proper serving techniques.
  • Resolving any conflicts or issues that may arise within the serving team.
  • Greeting and seating guests, especially when there's a wait.
  • Ensuring a clean and inviting dining environment.
  • Taking and confirming orders accurately.
  • Providing menu recommendations and answering customer questions about food and drinks.
  • Handling customer complaints and resolving issues professionally.
  • Maintaining a positive and attentive demeanor throughout the dining service.
  • Communicating effectively with kitchen staff to ensure orders are prepared correctly and delivered promptly.
  • Managing the flow of food and beverages to ensure timely service.
  • Preparing checks and handling customer payments accurately.
  • Maintaining inventory of restaurant supplies and notifying management of any replenishments needed.
  • Following all food safety and sanitation protocols.
  • Helping to close down the restaurant at the end of the night, including cleaning duties.
  • Staying informed about daily specials and menu changes.
  • Upselling menu items and promoting additional revenue streams.
  • Meeting specific sales targets, if applicable.
  • Generating positive customer reviews through excellent service.
  • Adapting to a fast-paced environment and handling pressure effectively.

Education

Bachelor of Business Administration in Management & International Business -

California State University Monterey Bay
Monterey, CA
05.2023

High School Diploma -

Salinas High School
Salinas, CA
05.2011

Skills

  • Communication (written and verbal): Clearly explaining complex financial concepts and listening to client needs
  • Customer service: Building rapport, providing exceptional service, and addressing client concerns with professionalism
  • Sales: Identifying client needs, presenting financial products effectively and persuading them to utilize the banks services
  • Financial products: In-depth knowledge of various banking products like loans, mortgages investments and deposit accounts
  • Financial Analysis: Assessing client financial health, analyzing risk factors, and recommending suitable financial products
  • Market knowledge: Staying updated on market trends, interest rates, and economic conditions to guide clients effectively
  • Account management: Maintaining client accounts, processing transactions, and ensuring accurate record keeping
  • Organization and time management: Efficiently managing a client portfolio, prioritizing tasks, and meeting deadlines
  • Problem-solving: Identifying and resolving client financial challenges by creating customized solutions
  • Technical skills: Proficiency in bank software and online banking platforms
  • Microsoft Programs – PowerPoint, Excel, Outlook & Google Applications

Affiliations

  • SIE- Securities Industry Exam
  • Series 6- Investment Co. and Variable Contracts
  • Series 63- Uniform Securities Law
  • California Life Insurance

Languages

Spanish
Professional Working

Timeline

Relationship Banker, Financial Health Champion, Culture Champion, Business Resource Group Adelante Treasurer II

JPMorgan Chase
05.2021 - Current

Head Server

Gino's Fine Italian Food
01.2016 - 05.2021

Bachelor of Business Administration in Management & International Business -

California State University Monterey Bay

High School Diploma -

Salinas High School

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ERICA LOEFFLER