Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Jane Doe

Dallas

Summary

Accomplished Personal Banking Associate with a proven track record at Chase, adept in branch operations and client retention strategies. Excelled in cross-selling, enhancing revenue by implementing innovative sales techniques, and ensuring high levels of customer service. Skilled in cash handling accuracy and fostering team collaboration, significantly contributing to operational efficiency and customer satisfaction.

Overview

7
7
years of professional experience

Work History

Personal Banking Associate

Chase
01.2022 - 03.2025
  • Conducted regular account reviews to identify opportunities for cross-selling additional bank products and services.
  • Streamlined branch operations by collaborating with team members to optimize efficiency and improve workflow processes.
  • Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
  • Implemented innovative sales techniques that contributed significantly to increased revenue generation from existing clients as well as new business acquisition efforts.

Shift Leader

Starbucks
01.2018 - 02.2022
  • Trained new employees and delegated daily tasks and responsibilities.
  • Maintained a clean and safe work environment while ensuring all employees adhered to safety guidelines and protocols.
  • Oversaw daily cash handling procedures, maintaining accurate records and minimizing discrepancies.
  • Enhanced customer satisfaction through prompt and courteous service, addressing concerns immediately.

Intern

Chase
06.2021 - 08.2021
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Sorted and organized files, spreadsheets, and reports.
  • Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.

Education

Bachelor of Arts - Finance

Texas Tech University
Lubbock, TX
05-2022

Skills

  • Branch operations
  • Cash handling accuracy
  • Anti-money laundering
  • Client retention strategies
  • Customer service

Interests

  • Pilates
  • Playing Sports
  • Adventure Travel
  • Reading

Timeline

Personal Banking Associate

Chase
01.2022 - 03.2025

Intern

Chase
06.2021 - 08.2021

Shift Leader

Starbucks
01.2018 - 02.2022

Bachelor of Arts - Finance

Texas Tech University

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Jane Doe