Summary
Overview
Work History
Education
Skills
Portfolio
Timeline
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Jenna Gannaway

Jenna Gannaway

Columbus,Ohio

Summary

Private Client Banker with extensive experience in addressing diverse customer needs. Proven ability to enhance client satisfaction through effective cross-selling and strong communication skills. Recognized for adaptability, a robust work ethic, and exceptional interpersonal abilities. Demonstrated success in independent work and rapid skill acquisition.

Overview

8
8
years of professional experience

Work History

Private Client Banker

JPMorgan Chase
Columbus , OH
03.2024 - Current
  • Cultivates relationships with new clients through referrals and proactive cold-calling.
  • Delivers comprehensive financial advice to high-net-worth clients, enhancing portfolio performance.
  • Maintains current knowledge of banking sector trends, regulations, and available products.
  • Provides estate planning guidance, including trusts, wills, and power of attorney documentation.
  • Resolves client inquiries promptly, ensuring exceptional customer service and satisfaction.
  • Promotes financial products via targeted direct mail campaigns, and in-branch selling initiatives.
  • Utilizes Salesforce for regular client follow-ups to sustain relationships and update financial plans.
  • Collaborates with mortgage and wealth management teams to address specialized customer needs.
  • Participated in training sessions conducted by external vendors to stay abreast of industry changes.

Relationship Banker

JPMorgan Chase
Columbus, OH
03.2020 - 03.2024
  • Provided basic financial planning while referring clients to specialists for complex needs.
  • Utilized SalesForce to oversee assigned client portfolio, cultivating strong relationships and trust.
  • Leveraged banking technology platforms to streamline operations and enhance the client experience.
  • Demonstrated extensive product knowledge in deposit accounts, credit card benefits, and online banking services.
  • Maintained industry standards to ensure effective client interactions and satisfaction.

Personal Banker

JPMorgan Chase
Columbus, Ohio
12.2018 - 03.2020
  • Educated clients on banking services, emphasizing accessibility and connectivity.
  • Opened, serviced, and maintained diverse account types for clients.
  • Ensured compliance with all banking regulations and policies.
  • Provided support to transaction line staff as necessary.
  • Demonstrated excellent communication skills to enhance client relationships.

Associate Banker

JPMorgan Chase
Columbus , Ohio
01.2018 - 12.2018
  • Created positive client experiences through timely engagement and assistance.
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Utilized knowledge of banking policies and procedures to guide client interactions.
  • Managed cash handling processes to ensure accuracy and compliance.

Assistant Manager

Panera Bread
Columbus, Ohio
03.2017 - 01.2018
  • Established performance standards for personnel and customer service excellence.
  • Reconciled safe balance and deposit balance daily for accurate financial reporting.
  • Organized training sessions for new hires to familiarize them with the workplace environment.
  • Supervised daily operations including scheduling shifts, assigning duties.

Education

Certificate - UX/UI Design

Chegg Skills
Online
05-2025

Skills

  • Customer service and support
  • Salesforce expertise
  • Cross-selling strategies
  • Relationship management
  • Problem solving
  • Creative thinking
  • Active learning
  • Effective communication
  • Social perceptiveness
  • User research
  • Wireframing and prototyping
  • User experience testing
  • Design thinking
  • Figma proficiency
  • Attention to detail
  • UI design principles

Portfolio

Featured Picture
Capstone Project

Timeline

Private Client Banker

JPMorgan Chase
03.2024 - Current

Relationship Banker

JPMorgan Chase
03.2020 - 03.2024

Personal Banker

JPMorgan Chase
12.2018 - 03.2020

Associate Banker

JPMorgan Chase
01.2018 - 12.2018

Assistant Manager

Panera Bread
03.2017 - 01.2018

Certificate - UX/UI Design

Chegg Skills
Jenna Gannaway
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