Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jacqueline Poulakos

Wappingers Falls,NY

Summary

Dedicated and results-driven Branch Manager seeking the Multi-Site Branch Manager position at Chase bank, bringing a proven track record of leadership and client-focused management to drive growth and enhance operational excellence.

Overview

21
21
years of professional experience
1
1
Certification

Work History

VP, Branch Manager

JPMorgan Chase
08.2015 - Current
  • Lead and motivate team to exceed client and organizational expectations and build long-lasting relationships.
  • Promote a strong controls environment by adhering to policies and procedures expectations.
  • Coach, develop and support team to achieve branch goals.
  • Educate clients on all aspects of banking and digital platforms.
  • Track and analyze branch performance, identifying areas for improvements and implementing corrective measures.
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.


Private Client Banker

JPMorgan Chase
09.2010 - 08.2015
  • Licensed Series 6, 63, and NY Life and Health
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.

Relationship Banker

JPMorgan Chase
03.2007 - 09.2010
  • Licensed Series 6, 63, and NY Life and Health
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Worked with clients to address and resolve issues from start to finish.
  • Responded to customer inquiries regarding new accounts and account services.
  • Greeted customers and delivered information about new account processes.
  • Provided customers with additional information regarding account services.
  • Verified customer identity and reviewed documentation for accuracy.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.

Hudson Valley Credit Union

Information Specialist II
03.2003 - 03.2007
  • Handled customer inquiries and suggestions courteously and professionally.
  • Answered constant flow of customer calls and emails with minimal wait times.
  • Maintained customer satisfaction by focusing on addressing customer needs and resolving concerns.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Education

Bachelor of Science - Human Resources Management

Marist College
Poughkeepsie, NY
05.2006

Skills

  • Client Focus
  • Employee Training and Development
  • Customer Prospecting
  • Sales Leadership
  • Relationship Building
  • Results-Driven
  • Coaching and Mentoring
  • Team Leadership

Certification

New York State Notary Public

Languages

Spanish
Limited Working
Tagalog
Limited Working

Timeline

VP, Branch Manager

JPMorgan Chase
08.2015 - Current

Private Client Banker

JPMorgan Chase
09.2010 - 08.2015

Relationship Banker

JPMorgan Chase
03.2007 - 09.2010

Hudson Valley Credit Union

Information Specialist II
03.2003 - 03.2007

Bachelor of Science - Human Resources Management

Marist College

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Jacqueline Poulakos