Jane Gonzales
Fishers,IN
Overview
11
11
years of professional experience
Work History
Client Service Senior Associate
JPMorgan Chase & Co
06.2017 - Current
- Responsible for service needs of assigned portfolio of clients in Commercial Middle Market.
- Increased customer service success rates by quickly resolving issues and being client driven.
- Work with internal partners to recommend products and services based on knowledge of client behaviors.
- Mentor and train new employees within department.
Private Client Banker
JPMorgan Chase & Co
08.2015 - 06.2017
- Manage portfolio of clients by proactively having detailed contact strategy to build lasting relationships, discover financial needs and tailor product and service recommendations.
- Set up, maintain and update customer accounts as needed.
- ·Assist branch with servicing small businesses client base
- Partner with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
Customer Advisor
Barclay’s Bank
08.2013 - 08.2014
- Maintained well-developed working knowledge of complete line of products and services offered and took initiative to stay up to date.
- Explained, promoted, or sold products or services to customers based on their current and future needs.
- Provided excellent customer service to wide range of customers.
- Made sure that customers were aware of new technological developments and procedures in bank to make their banking easier.
Education
MBA - Accounting
University of Southern Indiana
Evansville, IN12.2020
Bachelor of Science - Accounting
Oakland City University
Oakland City, IN05.2012
Timeline
Client Service Senior Associate
JPMorgan Chase & Co
06.2017 - Current
Private Client Banker
JPMorgan Chase & Co
08.2015 - 06.2017
Customer Advisor
Barclay’s Bank
08.2013 - 08.2014
MBA - Accounting
University of Southern Indiana
Bachelor of Science - Accounting
Oakland City University