Ian Swanson
Jamul,CA
Summary
Dedicated customer service professional with a record of enhancing client satisfaction and loyalty. Successfully analyzed financial statements to deliver customized banking solutions. Proven ability to build strong relationships that drive repeat business and profitability. Using hospitality to fulfill all clients needs.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Banker
JP Morgan Chase
San Diego
08.2025 - Current
- Working side by side with a small branch team dedicated to our clients' success.
- Using hospitality to ensure clients needs are meet
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Analyzed clients' financial statements to offer customized banking solutions.
Customer Service Correspondence Representative
Turning Point For God
08.2023 - 08.2025
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Edited and created customer accounts.
- Utilized broad knowledge to recommend solutions to potential customers.
- Established relationships with existing customers to promote new product or service opportunities.
Cashier
Ace Hardware
07.2021 - 12.2023
- Greeted customers entering store and responded promptly to customer needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Helped customers find the products they need for their projects.
- Built relationships with customers to encourage repeat business.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Worked as a backup salesman for 2 years
Education
Bachelor of Science - Business Administration
Eternity Bible College
Simi Valley, CA05-2027
Skills
- Customer support skills
- Hosting clients in meetings
- Goal-oriented mindset
- Building Relationships with clients
- Extra achievements/skills:
- Homecoming King: this achievement shows my ability to make positive relations with those around me
- School ASB Chaplin/Executive Member: This achievement shows my ability to make a positive impact in the lives of those around me
Languages
English
Native or Bilingual
ASL
Limited Working
Certification
- Notary Public
Timeline
Associate Banker
JP Morgan Chase
08.2025 - Current
Customer Service Correspondence Representative
Turning Point For God
08.2023 - 08.2025
Cashier
Ace Hardware
07.2021 - 12.2023
Bachelor of Science - Business Administration
Eternity Bible College