Jennefer Alcova
Santa Maria,CA
Summary
Results-driven Private Client Banker at JPMorgan Chase with expertise in relationship management and financial advising. Proficient in delivering customized financial solutions, enhancing client satisfaction and retention. Strong analytical and communication skills, with a proven ability to adapt quickly to new environments and foster teamwork. Committed to continuous learning and growth while driving business success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
05.2014 - Current
- Cultivated strong client relationships through personalized financial solutions and exceptional service.
- Streamlined onboarding processes for new clients, improving efficiency and client satisfaction.
- Collaborated with cross-functional teams to deliver tailored banking solutions enhancing client retention rates.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Participated in ongoing professional development to continuously enhance skills and market expertise.
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted clients with budgeting and cash flow management.
Education
Associate of Applied Science - Business Management
Cochise Community College
Sierra Vista, AZ06-2011
Skills
- Relationship management
- Regulatory awareness
- Customer Service-oriented
- Product knowledge
- Financial advising and services
- Teamwork and collaboration
- Effective communication
- Relationship building
- Sales skills
- Interpersonal skills
- Professionalism
Certification
- Series 6
- Series 63
- CA Life Insurance
- CA Notary Public
Timeline
Private Client Banker
JPMorgan Chase
05.2014 - Current
Associate of Applied Science - Business Management
Cochise Community College