Jamelia Banks
Chandler,AZ
Summary
To secure employment with my experience while contributing personable skills and aptitudes in an active customer service, or banking environment.
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
12
12
years of professional experience
Work History
Remote SPOC Banker
JPMorgan Chase
Remote
04.2025 - Current
- Handled inbound calls to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.
- Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.
- Guided clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.
- Exceeded performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.
- Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.
Customer Accounts Associate
Tailored Management( Raymond James Contract)
09.2023 - 04.2024
- Served as the agent between branches and the home office, in a remote call center environment
- Reviewed, updated, maintained, and serviced accounts. Protected the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts
- Assisted less experienced liaisons in their training and development.
- Monitored reports related to account issues, maintains accurate record keeping, meeting exchange and firm requirements, and notified FA on actions concerning client accounts.
- Analyzed cash and margin accounts daily; issue and tracked any necessary calls – files extensions on calls and send mailgrams.
- Answered calls regarding specific trading violations.
- Informed Supervisor of potential problems or status of high-risk accounts and situations
Home Preservation Specialist
DIGITAL RISK( Wells Fargo Contract)
Remote
07.2020 - 01.2022
- Managed customer’s experience efforts as Single Point of Contact via remote call center environment for top four nationally ranked banking institution
- Liaison between consumer and client facilitating loss mitigation efforts across COVID Forbearance programs
- Expert in Mortgage Servicing System (MSP) input and navigation to include payment processing and detail loan history
- Strict pipeline management to ensure SLA metrics are met each day and loan assessments are compliant with state and federal regulations
- Function as borrower SME to properly assess and answer in depth mortgage loss mitigation related questions
- Maintained current knowledge of client scope requirements and process
- Ensure NPS (Net Promoter Score) and client experience standards are met for each call
- Routinely exceeded all performance thresholds, both client and company, by over 100%
- Awarded Certificate of Achievement - “CEO Impact Deal of the Year 2021” for out-performing all performance categories and metrics
Branch Relationship Banker II
The Huntington National Bank
07.2015 - 05.2018
- Promoted from “in-store” to traditional location
- Maintained NMLS Licensing
- Opened and unarmed branch (in compliance with bank safety procedures)
- Follow up with clients/Called perspective clients
- Maintained standard organization while reviewing pipeline (monthly and weekly)
- Opened and closed accounts (personal and business checking, savings, IRA’s, trust, and Money Markets)
- Processed loans (HELOC, MTG, Consumer, Business)
- Successfully completed all monthly, quarterly, and annual training courses
- Attended monthly retail sales meetings and outings
Lead Teller
Credit Union One
05.2014 - 05.2015
- Efficiently processed transactions and solved discrepancies on customers’ accounts (debit card agreements, deposits, withdrawals)
- Referred customer to bankers for sales
- Accurately balanced cash drawer daily
- Trained tellers and implemented disciplinary actions as needed
- Successfully completed ongoing training
Education
HIGH SCHOOL DIPLOMA -
LEWIS CASS TECHNICAL HIGH SCHOOL
Detroit, MI06-2009
BUSINESS MANAGEMENT - Finance
MACOMB COMMUNITY COLLEGE
Skills
- Interpersonal Communication
- Technology
- Remote Work
- Leadership
- Data Entry
- Customer service
- Consumer banking
- Organization
- Self-Starter
- Team Player
- Problem Solving
- Time Management
- Flexibility
Accomplishments
- Awarded "Second and third quarter top ranked in all metrics" Award in 2025.
Valedictorian of JPMC Training class
I became valedictorian of 2025 training class due to my attendance, strong performance, and ability to quickly navigate new systems. I took initiative by actively participating, supporting my peers when needed, and maintained high quality results across assessments and daily performance metrics. My ability to stay organized, adapt quickly, and remain focused under pressure helped me stand out among my class and ultimately earn the top ranking.
Timeline
Remote SPOC Banker
JPMorgan Chase
04.2025 - Current
Customer Accounts Associate
Tailored Management( Raymond James Contract)
09.2023 - 04.2024
Home Preservation Specialist
DIGITAL RISK( Wells Fargo Contract)
07.2020 - 01.2022
Branch Relationship Banker II
The Huntington National Bank
07.2015 - 05.2018
Lead Teller
Credit Union One
05.2014 - 05.2015
HIGH SCHOOL DIPLOMA -
LEWIS CASS TECHNICAL HIGH SCHOOL
BUSINESS MANAGEMENT - Finance
MACOMB COMMUNITY COLLEGE