Ivone Mora
San Antonio,TX
Overview
5
5
years of professional experience
Work History
Associate Banker-Me
Chase Bank
06.2023 - Current
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Calling branch leads consistently to offer the value of consulting with a specialist. Calling to confirm appointments and schedule effectively
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Collaborated with team members to achieve sales targets and assist clients reach their financial goals
Assistant Office Manager
ACES Maintenance LLC
01.2020 - 05.2023
- Developed strategies to improve workflow processes and increase efficiency within the office environment.
- Managed daily operations of the office including ordering equipment, supplies, answering phones, distributing mail, faxes.
- Processed invoices according to established procedures while ensuring accuracy of information provided on documents.
- Assigned technitians to vendors based on job scope, location and urgency
Fraud Team Lead
Goldman Sachs
03.2021 - 04.2023
- Used sound judgement to assess the risk level when reviewing accounts for possible fraudulent activity
- Lead the Fraud Support team to help them identify and manage the associated risks of deposit related services
- Drove department efficiencies, monitored progress of the team, and helped set goals
- Obtained knowledge of all responsibilities within the Account Services department including the Payments & Recon, Fraud Support, Imaging and Quality Review teams
- Demonstrated ability to de escalate situations and find middle point for all parties
Education
Bachelors - Business Administration
University of Texas San Antonio
San Antonio, TXSkills
- Personalized connections
- Product advising
- Client referrals
- Cash handling
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker-Me
Chase Bank
06.2023 - Current
Fraud Team Lead
Goldman Sachs
03.2021 - 04.2023
Assistant Office Manager
ACES Maintenance LLC
01.2020 - 05.2023
Bachelors - Business Administration
University of Texas San Antonio
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