Isabel Youssef Mora
Wayne,NJ
Summary
Client Service Associate specializing in high-net-worth client relationships within private banking and wealth management environments. Skilled in complex transaction handling, risk management, account maintenance, and operational accuracy across multiple advisors and client teams. Known for delivering exceptional service, resolving issues proactively, and supporting seamless end-to-end client experiences. Collaborative, detail-oriented, and trusted by advisors for reliability, communication, and execution excellence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Service Associate
PNC Private Bank
Ridgewood, NJ
02.2025 - Current
- Provide end-to-end service and execution support for high-net-worth clients, partnering with Wealth Strategists, Relationship Strategists, Banking Advisors, and Investment Advisors.
- Serve as a primary point of contact for client inquiries, service needs, documentation requests, and escalations.
- Process complex transaction requests, maintenance requests, RMD distributions, and service requests for Investment Management Accounts.
- Ensure operational accuracy by reviewing client documentation, validating account details, and maintaining compliance with internal policies and regulatory requirements.
- Manage risk through oversight of sensitive transactions, approvals, and required verification steps.
- Support onboarding and ongoing servicing by gathering required documentation, preparing forms, and updating client/account information in Edge and Salesforce.
- Coordinate with service partners to ensure timely resolution of client needs and seamless delivery of private banking and investment services.
- Generate reports, track client activity, and maintain detailed internal records for advisor teams.
- Act as a peer resource and provide administrative and process support as needed.
- Developed and maintained strong relationships with clients through proactive communication.
Branch Banker (DMLO)
PNC Bank, NA
Franklin Lakes, NJ
11.2023 - 02.2025
- Delivered exceptional service through effective communication skills, empathy towards clients' needs, problem-solving abilities, and attention to detail in daily tasks.
- Improved customer satisfaction by providing personalized banking solutions, and efficient service.
- Strengthened client relationships, offering tailored financial advice to meet individual needs.
- Perform weekly/monthly branch operations.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Meticulously reviewed applicant documentation, ensuring accuracy and completeness prior to submission for underwriting approval.
- Maintained a high level of customer satisfaction by providing prompt and accurate loan status updates.
- Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
- Maintained a comprehensive knowledge of current industry trends and regulatory changes to provide expert guidance for clients.
- Fostered a customer-centric culture within the team by consistently reinforcing the importance of empathy, understanding, and patience in all interactions with clients.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Investigated customer inquiries and resolved discrepancies in a helpful and timely manner.
- Onboard new bankers in the market.
Associate Banker-ME/ Relationship Banker-T
JP Morgan Chase Bank NA
Jersey City, NJ
11.2019 - 11.2023
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Engaged departments in customer satisfaction initiatives to uplift service ratings.
- Identify auto, investment and mortgage opportunities.
- Tracked and processed customer account requests and applications.
- Fielded customer complaints and provided solutions.
- Cross-sold credit cards, loans and other bank products.
- Build lasting relationships with clients.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Assisted in developing financial solutions tailored to clients' needs, promoting bank products effectively.
Education
Associate of Applied Science - Cyber-Engineering
Rio Salado College
04.2027
Skills
- High-Net-Worth Client Support
- Transaction & Maintenance Processing
- Account Onboarding & Documentation
- Investment & Banking Operations
- Risk Management & Compliance
- Cross-Functional Collaboration
- Salesforce & Edge Systems
- Problem Resolution & Issue Escalation
- Reporting & Data Accuracy
- Service Excellence & Client Satisfaction
- Cross-Selling Techniques
Certification
- Notary Public
- PNC- Certified Women’s in Business Advocate
- PNC- Certified Minority in Business Advocate
Languages
Spanish
Native or Bilingual
Timeline
Client Service Associate
PNC Private Bank
02.2025 - Current
Branch Banker (DMLO)
PNC Bank, NA
11.2023 - 02.2025
Associate Banker-ME/ Relationship Banker-T
JP Morgan Chase Bank NA
11.2019 - 11.2023
Associate of Applied Science - Cyber-Engineering
Rio Salado College