Jaycie Alvarez
Round Rock
Summary
Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank of America
03.2024 - Current
- 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.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Debit Card Fraud Specialist
JPMorgan Chase
08.2021 - 03.2024
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
- Maintained detailed records of all detected fraud incidents for future reference and analysis.
- Identified trends in fraudulent activities through data analysis, which informed updates to anti-fraud strategies.
- Streamlined fraud claims process, enhancing customer satisfaction during stressful situations.
Service Administrator
HEB Grocery Store
01.2016 - 08.2021
- Managed a high volume of service requests, prioritizing tasks to meet deadlines consistently.
- Enhanced customer satisfaction by promptly addressing service inquiries and providing accurate information.
- Facilitated clear communication between clients and technical teams through concise documentation and effective followups.
- Trained new employees on company procedures and software systems, contributing to their rapid integration into the team.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Screened applicant resumes and coordinated both phone and in-person interviews.
- Monitored employee attendance and performance to verify punctuality and absences, addressing issues in accordance with company policies and procedures.
- Organized new employee orientation schedules for new hires.
- Updated and maintained employee attendance records.
Skills
- Relationship building and management
- Customer Service-oriented
- Banking
- Fluent bilingualism
Timeline
Relationship Banker
Bank of America
03.2024 - Current
Debit Card Fraud Specialist
JPMorgan Chase
08.2021 - 03.2024
Service Administrator
HEB Grocery Store
01.2016 - 08.2021
Similar Profiles
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Chase HamiltonChase Hamilton
Outdoor Services at Max TurekOutdoor Services at Max Turek