JAMIE L King
Dallas,GA
Summary
To attain a full-time job with a secure company that will allow me to capitalize on my years of experience with money handling and customer service while promoting professional and personal growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Relationship Banker II-MOD/SBS
JPMorgan Chase
07.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Worked in partnership with One Chase team (Personal Advisors, Mortgage Bankers, and Business Relationship Managers) to connect to experts who can help them with specialized financial needs.
- Delivered an exceptional customer experience by acting with a customer- first attitude
- Manages assigned customers and proactively meets with them,both in person and over the phone, to build lasting relationships, discover needs, and tailor product and service recommendations.
Associate Banker-ME
JPMorgan Chase
10.2021 - 07.2022
- Provide excellent customer service to internal and external customers.
- Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer customers
- Provides proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile app, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
- Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
Relationship Banker-T
JPMorgan Chase
04.2021 - 10.2021
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
Personal Banker II-SBS/MOD
JPMorgan Chase
07.2017 - 04.2021
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Personal Banker
Guaranty Bank/Best Bank
10.2016 - 05.2017
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Greeted customers and delivered information about new account processes.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Activated new accounts and issued customer identification numbers.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Branch Operations Specialist
State Bank And Trust Company
07.2007 - 01.2015
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Reduced operational errors through diligent monitoring, reporting, and addressing of issues.
- Implemented risk management strategies to minimize potential losses from operational risks.
- Maintained accurate records of branch transactions, ensuring regulatory compliance and audit readiness at all times.
- Maintained reserve and working supplies of official checks, money orders and counter checks.
- Participated in sales call activities directed by Branch Manager.
- Managed daily branch activities to ensure smooth operations and compliance with regulations.
- Improved response time by managing customer inquiries quickly and efficiently.
- Evaluated staff performance regularly, providing constructive feedback for continuous improvement and career growth opportunities.
- Coordinated staff training to foster a knowledgeable and skilled workforce, leading to increased productivity.
- Monitored branch work for completion and compliance.
- Assisted customers in navigating complex financial products, improving their understanding and decision-making abilities.
- Balanced out branch to standard cash limit, prepared cash shipments to Federal Reserve intermediary banking institution and reconciled cash general ledger account.
- Enhanced branch efficiency by streamlining operations and implementing new processes.
- Assisted team with meeting branch goals by making referrals.
- Increased customer satisfaction by providing excellent service and promptly resolving any concerns.
- Lead cross-functional teams on projects aimed at enhancing overall branch performance levels.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Assisted customers with banking needs and inquiries.
- Educated customers on online banking and mobile banking applications.
- Cross-sold credit cards, loans and other bank products.
- Referred customers to other banking departments for specialized services.
- Trained new hires on customer service policies and procedures.
- Monitored and verified suspicious activity on customer accounts.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Processed wide variety of retail banking transactions for personal and commercial customers.
Education
Information Technology
Macon State College
07.2006
Accounting
Middle Georgia Technical College
05.2005
Graduation Diploma -
E.A. Laney High School
Wilmington, N.C.01.1995
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Financial Services
- Cross-Selling Products
- Banking
- Financial Planning
- Financial Advising
References
Upon Request
Certification
Licenses: SIE, Series 6, and Series 63
Timeline
Relationship Banker II-MOD/SBS
JPMorgan Chase
07.2022 - Current
Associate Banker-ME
JPMorgan Chase
10.2021 - 07.2022
Relationship Banker-T
JPMorgan Chase
04.2021 - 10.2021
Personal Banker II-SBS/MOD
JPMorgan Chase
07.2017 - 04.2021
Personal Banker
Guaranty Bank/Best Bank
10.2016 - 05.2017
Branch Operations Specialist
State Bank And Trust Company
07.2007 - 01.2015
Information Technology
Macon State College
Accounting
Middle Georgia Technical College
Graduation Diploma -
E.A. Laney High School