Overview
Work History
Education
Timeline
Generic

Jane Gonzales

Fishers,IN

Overview

11
11
years of professional experience

Work History

Client Service Senior Associate

JPMorgan Chase & Co
Indianapolis, IN
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
Indianapolis, IN
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
London, England
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, IN
12.2020

Bachelor of Science - Accounting

Oakland City University
Oakland City, IN
05.2012

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
Jane Gonzales