Isaiah Henderson
Princeton,Texas
Summary
Accomplished banking professional with a proven track record at JPMorgan Chase Headquarters, excelling in banking relationship management and financial advice. Leveraged negotiating skills and asset protection strategies to enhance customer portfolios, achieving significant client satisfaction and retention. Expert in identifying and fulfilling customer financial needs through personalized service.
Overview
6
6
years of professional experience
Work History
Virtual Banker
JPMorgan Chase Headquarters
Plano, TX
05.2021 - Current
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
Customer Service Representative
Capital One Headquarters
Plano, TX
08.2019 - 05.2021
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, and direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, and interest rates..
- Developed promotional strategies to attract new customers to the bank's products and services.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Built long-term relationships with customers by providing personalized service and support.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
Personal Banker
Woodforest National Bank
Allen, TX
06.2018 - 01.2020
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments, and other banking transactions.
- Researched customer inquiries and reported findings in a timely manner.
Education
High School Diploma -
Wylie East High School
Wylie, TX05-2016
Associate of Science - Business Administration and Management
Collin County Community College
Plano, TXSkills
- Banking relationship management
- Cash oversight
- Follow-up skills
- Negotiating terms
- Assessing fraud potential
- Asset protection strategies
- Account audits
- Giving presentations
- Cash ordering
- Comparing products
- Financial advice
- Account closings
Accomplishments
- Top Banker
- Exceed Target Goals
- Leadership skills
Timeline
Virtual Banker
JPMorgan Chase Headquarters
05.2021 - Current
Customer Service Representative
Capital One Headquarters
08.2019 - 05.2021
Personal Banker
Woodforest National Bank
06.2018 - 01.2020
High School Diploma -
Wylie East High School
Associate of Science - Business Administration and Management
Collin County Community College
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