Resolved customer inquiries and issues through effective communication and problem-solving techniques.
Drive proactive needs based sales conversations through interactions,including service to sales and appointment setting.
Identify opportunities to enhance existing customer relationships and cultivate new ones by throughly understanding and addressing customer'needs.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Responded to customer requests for products, services, and company information.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Contributed to sales growth by upselling products and services based on individual customer requirements.
Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Fostered positive customer service culture within team which led to higher customer satisfaction rates.
Private Client Banker-Manager on Duty -Small Business Specialist
JP MORGAN CHASE BANK, NA
Sarasota, Fl
10.2019 - 12.2024
Sharing the value of Chase Private Client with clients that may be eligible.
Actively managing their banking relationship through an advice - based approach ,ensuring each client receives the best products and services for his or her needs.
Partnering with Specialists ( Private Client Advisors,Mortgage Bankers and Business Relationship Managers ), to connect customers to experts who can help them with specialized financial needs.
Making lives of client more convenient by sharing and setting up self service options to access their accounts 24 hours a day / 7 days a week.
Adhering to policies , procedures and regulatory banking requirements.
Relationship Banker
JP MORGAN CHASE BANK, NA
Sarasota, Fl
11.2018 - 10.2019
Managing assigned customers and proactively meeting with them in person or over the phone to build lasting relationships, discover financial needs and tailor product and service recommendations.
Partnering with Specialists ( Financial Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
Personal Banker
CHASE BANK
Sarasota, Fl
05.2017 - 11.2018
Perform sales and services functions.
Responsible for Teller duties by accurately processing transactions and providing prompt, efficient customer service and acts as a consultant to customers by educating on products and services ,conducting customer financial profiles, identifying customer needs, cross selling and up selling opportunities.
Service Manager
Wells Fargo Bank
Sarasota, Fl
04.2016 - 05.2017
Lead your team with integrity and create and environment where your team members feel included, valued and supported to do work that energizes them.
Accomplish management responsibilities including sourcing and hiring talented team members, providing ongoing coaching and feedback , recognizing and developing team members, identifying and managing risks, and completing daily management tasks.
Personal Banker
Wells Fargo Bank
Sarasota, Fl
03.2014 - 04.2016
Proactively engages customers in conversation and asks questions to learn about their financial needs.
Maintain knowledge of an offer and a full range of Wells Fargo products and services and digital options to help customers succeed financially based on the customer's need.
Assist customers with opening new accounts ,completing service requests and submitting credit applications.
Help resolve customer concerns and escalate issues as needed.