Summary
Overview
Work History
Education
Skills
Additional Expertise
Timeline
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Estefania Ramirez-Rodriguez

Chicago,IL

Summary

Detail-oriented and analytical corporate banking professional with 4 years of experience in client service, relationship management, and strategic financial planning. Highly skilled in communication, negotiation, and problem-solving, with a commitment to delivering exceptional service and results.

Overview

4
4
years of professional experience

Work History

Commercial Bank - Client Service Associate

JPMorgan Chase
Chicago, Illinois
01.2023 - Current
  • Built and maintained long-term client relationships through consistent communication and proactive support, resulting in increased client engagement and trust.
  • Resolved complex service issues and escalations related to treasury and cash management products, leading to faster turnaround times, and improved client satisfaction.
  • Analyzed client trends and pain points to recommend tailored solutions, directly contributing to higher retention rates and stronger client partnerships.
  • Advised clients on the adoption of digital tools and self-service platforms, reducing operational inefficiencies, and lowering support requests.

AWM - Client Service Intern and Associate

JPMorgan Chase
Chicago, Illinois
08.2021 - 12.2022
  • Delivered personalized, white-glove assistance to Private Banking clients via phone and email for money movements, account maintenance, and general inquiries.
  • Collaborated with the team to efficiently resolve complex client requests, minimizing external assistance, and adhering to firm policies.
  • Developed expertise in firm software and tools, serving as a resource to colleagues, and educating clients on products and services for exceptional experiences.

Education

Some College (No Degree) - Business Fundamentals

Year Up
Chicago, IL

Skills

  • Cash Management
  • Service Issue Resolution
  • Analytical Problem Solving
  • Client Relationship Management
  • Escalation Management
  • Cross-Functional Collaboration
  • Risk & Fraud Awareness
  • Executive Communication

Additional Expertise

  • Software Proficiency: Advanced Microsoft Excel, Microsoft Outlook, Zoom & Skype, Windows OS, Salesforce.
  • Internal JPM Software: Treasury Services Deal Manager, eServe, Commercial Customer Assist.
  • Languages: English and Spanish

Timeline

Commercial Bank - Client Service Associate

JPMorgan Chase
01.2023 - Current

AWM - Client Service Intern and Associate

JPMorgan Chase
08.2021 - 12.2022

Some College (No Degree) - Business Fundamentals

Year Up

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Estefania Ramirez-Rodriguez
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