Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

James Nicholas Panos

Inverness,IL

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Associate, Client Integration Analyst

Northern Trust
Chicago, IL, IL
08.2022 - Current
  • Oversees account maintenance procedures on all NTSI brokerage accounts. Responsible for white glove client support.
  • Facilitates documentation of existing internal processes, including the identification of business risks and controls.
  • Lead initiatives to improve internal processes in regards to data and recordkeeping policies in both our Capital Markets and FX businesses.
  • Lead multiple internal back-office audits in both FX and Capital Market business segments.
  • Help manage a book of $24.5 billion in assets.
  • Onboards various clients daily from large nonprofits to family wealth offices to NTSI.

Founder/Coach

Jim Panos Hockey Training
Park Ridge, IL
05.2018 - Current
  • Regularly work with over 80 players a week.
  • Coordinated for 3 other coaches and create schedules and programs seasonally.
  • Aided in developing athletes at all levels from beginner to elite.
  • Acted as a role model for players by exhibiting positive behaviors.
  • Motivated athletes to always be improving in all aspects of their lives.
  • Inventoried equipment and kept adequate gear and equipment available for practices and events.
  • Consistently integrated new clients to capitalize on business opportunities to increase the overall client base by offering custom to the individual packages.

Manager, Licensed Relationship Banker

JP Morgan & Chase
Chicago, IL
07.2021 - 08.2022
  • Conducted team meetings as well as coached bankers and associates.
  • Managed overrides, scheduling, account opening compliance review, P&L Reviews, and daily operations.
  • Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations.
  • Making lives of customers easier by sharing and setting up self-service options to access their accounts.
  • Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.

Risk Management Specialist

Chime
Chicago, IL
08.2020 - 07.2021
  • I utilize internal and third party web tools to execute dispute claim investigations in accordance with Federal Regulations E and Z, NACHA Operating Rules, and other applicable regulations.
  • File chargebacks and fraud reporting in accordance with payment network (Visa, MasterCard) rules, review merchant responses and determine if they met compelling evidence thresholds; execute arbitrations when necessary.
  • Communicate claim investigation findings to members, and credit their accounts when we determine an error occurred.
  • Respond to document requests and rebuttals, and communicate findings to members.
  • Collect and review documentation from Chime members and third parties.
  • Support internal and external audits and due diligence requests.

Facilities Supervisor

Park Ridge Park District
Park Ridge, IL
06.2014 - 03.2020
  • Maintained the ice, schedule, cooling and mechanical equipment.
  • Established and enforced clear safety policies to protect workers from injury.
  • Offered input during the planning of special building events.
  • Performed weekly maintenance assessments.
  • Monitored employee work levels and optimized performance with strategic approaches.
  • Assigned tasks to team members based on individual strengths and promoted a teamwork-driven environment to meet goals.
  • Suggested changes in equipment use and layout to improve efficiency.
  • Evaluated customer issues and complaints and developed amicable solutions.

Accounting Assistant

MBA and Associates
Edison Park, IL
08.2019 - 01.2020
  • Balanced reports and batch summaries to submit for approval.
  • Prepared financial statements and prepared journal entries.
  • Process accounts payable forms, invoices, and checks, and perform various other bookkeeping functions.
  • Gained knowledge in reading legal contractual agreements.
  • Planning, controlling, budgeting and decision-making.
  • Kept an accurate accounting of cash, credit transactions, and check payments.

Education

Bachelor of Science - Business Administration And Management

DePaul University (Driehaus College of Business)
Chicago, IL
06.2020

Associate of Science - Business Economics

William Rainey Harper College
Palatine, IL
06.2017

Skills

  • Fraud assessment
  • Analytical
  • Customer relationship management
  • Internal process improvement
  • Client onboarding
  • Account management
  • Data analysis
  • Compliance review
  • Team management
  • MS Office
  • Customer satisfaction
  • CRM certifications
  • Client relationship management
  • Cost and budget analysis
  • Risk analysis
  • Project Management

Certification

Series 7 - Allows me to solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.

Series 6 - Entitling me to register as a company's representative and sell certain types of mutual funds, variable annuities, and insurance.

Series 63 - Entitling me to solicit orders for any type of security in most states.

Illinois Life Producer State / General Insurance License - Qualifies me to explain, sell, and write life and health insurance products in the state of Illinois.

Timeline

Associate, Client Integration Analyst

Northern Trust
08.2022 - Current

Manager, Licensed Relationship Banker

JP Morgan & Chase
07.2021 - 08.2022

Risk Management Specialist

Chime
08.2020 - 07.2021

Accounting Assistant

MBA and Associates
08.2019 - 01.2020

Founder/Coach

Jim Panos Hockey Training
05.2018 - Current

Facilities Supervisor

Park Ridge Park District
06.2014 - 03.2020

Bachelor of Science - Business Administration And Management

DePaul University (Driehaus College of Business)

Associate of Science - Business Economics

William Rainey Harper College

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