Jahir Perez
Summary
Accomplished Associate Banker and Teller with a proven track record at JPMorgan Chase and Wells Fargo, adept in banking regulations and exceptional customer service. Excelled in risk management and client relationship building, significantly enhancing customer loyalty. Skilled in cash management and digital banking solutions, ensuring operational excellence and compliance.
Overview
8
8
years of professional experience
Work History
Associate Banker
JPMorgan Chase
11.2023 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Balanced teller drawers and ATM cash.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Referred customers to other banking departments for specialized services.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Educated customers on features and benefits of banking products and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Executed wire transfers, stop payments and account transfers.
- Processed applications for new accounts.
- Recommended products and services to meet customers' credit card and banking needs.
- Built strong relationships with customers to increase retention and loyalty.
Teller
Wells Fargo
04.2019 - 11.2023
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Digital Specialist
- Educated customers on online banking and mobile banking applications.
Merchandising Lead
Levis Strauss & Co
10.2016 - 04.2019
- Picked and packed order items.
- Kept work areas neat, clean and free from debris.
- Followed orders precisely for correct items, sizes and quantities.
- Maintained tidy and clean work areas to promote optimal productivity and safety standards.
- Utilized specialized software to capture and process data.
- Effectively allocated tasks during high-traffic times to keep operations running smoothly and employees focused.
- Supported inventory management tasks including ordering stock items and conducting physical inventory counts ensuring proper stock levels.
Education
High School Diploma -
Bonanza High School
Las Vegas, NV06-2017
Skills
- Banking regulations
- Branch operations
- Teller support
- Cash management
- Customer service
- Teller experience
- Due diligence
- Risk management policies
- Consumer banking
Languages
Spanish
Native or Bilingual
Timeline
Associate Banker
JPMorgan Chase
11.2023 - Current
Teller
Wells Fargo
04.2019 - 11.2023
Merchandising Lead
Levis Strauss & Co
10.2016 - 04.2019
High School Diploma -
Bonanza High School