Summary
Overview
Work History
Education
Timeline
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Jaelyn Suarez

Chicago,Illinois

Summary

Highly motivated and customer-focused Associate Banker with a solid foundation in financial services and a track record of delivering exceptional customer experiences. Skilled in building and maintaining strong client relationships through effective communication and personalized attention. Adept at identifying financial needs, providing expert advice, and offering tailored banking solutions to meet clients' individual goals. Proven ability to thrive in a fast-paced environment while ensuring accuracy, compliance, and confidentiality.

Overview

5
5
years of professional experience

Work History

Associate Banker

Chase Bank
09.2021 - Current
  • Identify opportunities to cross-sell and promote additional banking products and services to clients. Tailor recommendations to suit the customer's financial goals and needs.
  • Conduct financial transactions, such as deposits, withdrawals, fund transfers, and check cashing, while adhering to the bank's policies and procedures to ensure accuracy and security.
  • Assist clients with the opening, closing, and maintenance of their bank accounts. This involves processing account applications, updating customer information, and handling any necessary documentation.

Private Wealth Management Intern

William Blair
11.2020 - 06.2021
  • Assisted finance team with various tasks, including financial analysis, data entry, and report preparation.
  • Prepared month-end and year-end closing activities, ensuring compliance with accounting principles and regulations.
  • Contributed to process improvement initiatives, streamlining data collection and analysis methods for greater efficiency.

Fine Dining Server

Bartolotta Restaurants
05.2018 - 04.2020
  • Demonstrated expert knowledge of the restaurant's menu, including wine pairings, ingredients, and preparation methods.
  • Provided excellent customer service by taking food and beverage orders, addressing any questions or special requests, and ensuring timely delivery of orders.
  • Delivered food and beverages promptly and professionally, adhering to service standards and presentation guidelines.

Education

Bachelor of Science - Marketing

University of Illinois At Chicago
Chicago, IL
12.2023

Timeline

Associate Banker

Chase Bank
09.2021 - Current

Private Wealth Management Intern

William Blair
11.2020 - 06.2021

Fine Dining Server

Bartolotta Restaurants
05.2018 - 04.2020

Bachelor of Science - Marketing

University of Illinois At Chicago

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Jaelyn Suarez