Summary
Overview
Work History
Education
Skills
Certification
Languages
References
work authorization
personal information
Timeline
Generic

Isabella Lopez

Addison,TX

Summary

Dedicated professional with a strong commitment to fostering a positive workplace culture. Proven ability to maintain a healthy work-life balance while actively seeking and seizing opportunities for personal and professional growth.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Registered Representative

JPMorgan Chase & Co
04.2023 - Current
  • Engaged in comprehensive financial consultations with clients to assess their investment goals, risk tolerance, and financial needs
  • Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
  • Maintained meticulous records of client interactions, transactions, and compliance documentation to ensure regulatory compliance
  • Conducted regular market research and analysis to stay informed about economic trends, industry developments, and investment opportunities.
  • Developed strong relationships with clients through regular communication and portfolio reviews, resulting in increased trust and retention rates.

Virtual Banker

JPMorgan Chase & Co
04.2022 - 04.2023
  • Delivered exceptional customer service through virtual channels, assisting clients with financial planning, account inquires and online transactions
  • Conducted virtual consultations to educate clients on various banking products and services contributing to a 15% increase in cross-selling success
  • Collaborated with virtual teams to streamline internal processes, resulting in improved efficiency in virtual banking operations
  • Demonstrated strong adherence to compliance standards, ensuring all virtual interactions followed banking regulations and security protocols.

Account Specialist

JPMorgan Chase
08.2021 - 04.2022
  • Met monthly company goals and always strived for 95% and above for customer surveys
  • Documented loan history and responded to customers, investors, vendors, and authorized third party inquiries
  • Researched and/or resolved inquiries
  • Analyzed requests per policy and procedure to ensure proper action, and maintained routine transaction per customer
  • Answered approximately 75 incoming customer calls
  • Provided customers with information requested through verbal or written correspondence and maintained accurate accurate records (i.e balance statements, documents copies, and account history)
  • Directed calls or correspondence to proper departments in the event that information was not available or required research
  • Maintained and processed requests for clients on accounts record by ensuring that proper documentation is received and investor guidelines are met.

Customer Service Manager

Walmart
08.2017 - 07.2021
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques
  • Exceeded team goals and collaborated with staff members to implement customer service initiatives
  • Built strong relationships with customers through positive attitude and attentive response
  • Established and updated work schedules to account for changing staff levels and expected workloads
  • Evaluated interactions between associates and customers to assess personnel performance and customer satisfaction.
  • Boosted employee morale by fostering a positive work environment and recognizing outstanding performance.

Education

Bachelor of Science - Business Administration

SNHU
05.2025

Skills

  • Customer Engagement
  • Adaptability
  • Communication skills
  • Prioritizes effectively
  • Customer Service and Support
  • Microsoft Office (Word, excel, powerpoint) (6 years)
  • Time management
  • Account Management
  • Attention to Detail
  • Salesforce (2 years)

Certification

  • Series 6
  • Series 63
  • Life & Health Insurance License

Languages

Spanish
Native or Bilingual

References

References available upon request.

work authorization

Authorized to work in the US for any employer

personal information

Willing To Relocate: Anywhere

Timeline

Registered Representative

JPMorgan Chase & Co
04.2023 - Current

Virtual Banker

JPMorgan Chase & Co
04.2022 - 04.2023

Account Specialist

JPMorgan Chase
08.2021 - 04.2022

Customer Service Manager

Walmart
08.2017 - 07.2021

Bachelor of Science - Business Administration

SNHU

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Isabella Lopez