Jeaneeka Chevalier
Jacksonville,FL
Summary
Motivated professional offering proficiency in effective listening and data entry combined with strong analytical thinking skills. Personable team player with exceptional customer service abilities. Fast learner and committed to continuous, self-directed learning.
Overview
6
6
years of professional experience
Work History
Relationship Specialist
121 Financial Credit Union/ Vystar Credit Union
05.2022 - Current
- Established long-lasting connections with new clientele by utilizing effective rapport-building techniques during initial interactions.
- Enhanced customer satisfaction through regular follow-ups and prompt resolution of concerns.
- Generated new business opportunities by actively referring clients to relevant products and services.
- Provided timely and accurate information to clients regarding their accounts, transactions, and financial goals.
- Strengthened client relationships by addressing needs and providing personalized solutions.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Financial Service Representative
Merrill Edge
01.2019 - 05.2022
- Receive inbound calls from prospective clients and current clients interested in a relationship or deepening their relationship with Merrill Edge as well as outbound calls to win new business
- Drive metrics and targets related to client experience, productivity, number of new relationships, revenue growth, leadership behaviors & teamwork
- Communicate operational and financial industry policies and procedures with all client to ensure clients are properly educated on the new platform standards prior to initiating transfers
- Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions
- Demonstrated ability to cultivate effective revenue generating partnerships with other LOBs
- Use company systems and regulations to preform security checks on members and non-members
- Transact various forms of account maintenance including opening new accounts
Education
B.A. - Business Administration
St. Johns River State College
12.2024
High School Diploma -
Ridgeview High School
01.2017
Skills
- Bilingual (Haitian Creole)
- Microsoft Office
- Epysis/ Symitar
- Open-mindedness
- Meridian Link
- Active learning
- Credit Report Reading
- Digital software
- Leadership
- Interpersonal skills
- Planning
- Communication
Timeline
Relationship Specialist
121 Financial Credit Union/ Vystar Credit Union
05.2022 - Current
Financial Service Representative
Merrill Edge
01.2019 - 05.2022
High School Diploma -
Ridgeview High School
B.A. - Business Administration
St. Johns River State College
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