Jeffrey Martin
Phoenix,AZ
Summary
Results-oriented Business Banker with a strong track record of productivity and efficient task completion. Specializes in financial analysis, risk management, and building strong client relationships. Highly skilled in communication, strategic planning, and problem-solving to consistently deliver exceptional service and meet client needs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship/Business Banker(MOD)
Chase Bank
Chandler, USA
04.2021 - 08.2024
- Streamlined communication among customers, title companies, and Chase employees for seamless operations.
- Verified wire instructions worth millions daily to ensure security.
- Facilitated business growth and consumer portfolio development.
Personal Banker(MOD)
Chase Bank
Mesa, USA
12.2019 - 04.2021
- Assisted customers in account management.
- Facilitated team operations when the manager was not present.
- Maintained financial security for business operations.
Inbound Team Member/Logistics Team Leader
Target
Madison, USA
08.2017 - 09.2019
- Oversaw the efficient offloading and staging of inventory.
- Guided and managed team of 10+ daily to achieve time goals.
- Facilitated store replenishment and managed backroom inventory accuracy.
Education
Bachelor's Degree - Industrial Engineering
Arizona State University
Tempe05.2017
Skills
- Investment Licensing
- Portfolio management
- Auditing
- Scouting
- System Implementation
- Team Leadership
- Training
- Process Improvement
- Change Management
- Data Interpretation
- Team Collaboration
- Cost Calculations
Projects
- 100% audits in Chase every year to ensure no losees and damage to consumer or business.
- Target New System Implementation, Led the transition from speed to accuracy in unloading processes.
Certification
- SIE Certification
- Life insurance Certifications
- Series 63 certification
References
References available upon request.
Timeline
Relationship/Business Banker(MOD)
Chase Bank
04.2021 - 08.2024
Personal Banker(MOD)
Chase Bank
12.2019 - 04.2021
Inbound Team Member/Logistics Team Leader
Target
08.2017 - 09.2019
Bachelor's Degree - Industrial Engineering
Arizona State University