Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
Awards
Generic

Ezra Pryor

Lexington

Summary

As an Associate Banker, management already trusts me to perform most of the in-role tasks of a Relationship Banker, and I've demonstrated a proven strength in customer engagement, building rapport, account opening, digital adoption, One Chase partnership, and cross-functional teamwork. I’m eager to grow into this elevated role, and I’m excited for the opportunity to continue advancing with JPMorgan Chase.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Associate Banker M.E.

JPMorgan Chase
06.2024 - Current
  • Demonstrated proficiency in common and complex cash handling and an ability to train and lead others to perform transactions well
  • Demonstrated proficiency with platform banking; deepening relationships, curating memorable banking experiences, and leading with digital services and financial health in mind.
  • Continually building trusting relationships with our One Chase Partners and identifying opportunities to refer them quality clients who will benefit from their expertise

Merrill Lynch at Bank of America
03.2023 - 06.2023
  • Implemented financial planning recommendations or referred clients to someone who can assist with plan implementation.
  • Guided clients in gathering information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.
  • Managed client portfolios, kept client plans up-to-date

Relationship Banker

Bank of America
01.2021 - 03.2023
  • Effectively deal with the ambiguity of a dual role by showing an ability to "shift gears" and cope with change comfortably.
  • Managing the comprehensive vision and purpose of our Executives and Market Leader while handling Financial Center risk and uncertainty, comfortably in an Expansion Market where Bank of America had no footprint.
  • Open accounts and curate a lasting experience for our customers
  • Collaborated with our various partners by sending investment, home lending, and medium to large business referrals
  • Establish and deepen client relationships with Bank of America by making us a one-stop shop for all their financial needs (both present and future) and showing clients the immense value in our High-Touch, High-Tech approach to banking. All while staying customer-focused and driving for results in a responsible way.
  • Accurately and confidently process cash transactions varying in complexity with razor-thin margins of error. Just as our Operational Excellence guides state, I must mitigate risk and complete customer requests correctly the first time.

Financial Advisor (FA) Program

Mutual of Omaha
04.2020 - 07.2020
  • Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • [Program shut down due to COVID, unable to complete Licensing]

Technical Specialist

Apple
08.2018 - 04.2020
  • Provided exceptional customer support, resolving complex technical issues with effective communication skills.
  • Completed troubleshooting and diagnostics on iPhones, iPads, and iPods
  • Ability to assess customers' support needs when they arrive, then provide solutions in simple language that the customer can understand and reproduce later.
  • A high degree of technical thinking and problem-solving ability to deal with paradox and ambiguity to support customers in an industry that changes constantly
  • Help develop strong positive relationships with Apple

Education

Bachelor of Science - Organizational Leadership

University of Arizona
Tucson, AZ
05-2027

Skills

  • Interpersonal Skill
  • Leadership
  • Customer relationship management
  • Conflict Resolution
  • Adaptability
  • Sales proficiency
  • Know your customer (KYC)

Accomplishments

  • Awarded Bank of America's Pinnacle Diamond Award in 2022
  • Supervising a Non-Profit of 6 team members
  • Improved meeting engagement and individual production within my non-profit by implementing weekly sync sprints, rather than one monthly 2-3 hour meeting. I allot each person 6 minutes to speak solely on what they are working on and what they have accomplished and hold them accountable to that for the next weekly sync.

Certification

  • Lean Six Sigma Expert Certification | By SimpliLearn

Timeline

Associate Banker M.E.

JPMorgan Chase
06.2024 - Current

Merrill Lynch at Bank of America
03.2023 - 06.2023

Relationship Banker

Bank of America
01.2021 - 03.2023

Financial Advisor (FA) Program

Mutual of Omaha
04.2020 - 07.2020

Technical Specialist

Apple
08.2018 - 04.2020

Bachelor of Science - Organizational Leadership

University of Arizona

Awards

Bank of America Pinnacle Diamond, Lexington-Fayette, May 2023

Similar Profiles

CREATE PROFILE