Jennifer Salam
Bothell,WA
Summary
Dynamic financial professional with extensive experience at JPMorgan Chase, excelling in investment recommendations and strategic financial planning. Proven track record of enhancing customer satisfaction and loyalty through exceptional people skills and tailored financial solutions. Adept at achieving sales goals and fostering team collaboration to drive performance and success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
09.2024 - 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.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
Financial Wellness Banker
KeyBank
01.2022 - 08.2024
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Offered competitive commercial banking solutions and retail financing options.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Counted, verified and handled bank deposits and armored car transactions.
- Evaluated client financial positions and identified most appropriate banking products.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided advice on different bank products and financial options.
- Established rapport with new clients to increase satisfaction and loyalty.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Met with members to understand goals and recommend solutions to fit specific needs.
Assistant Branch Manager, Operations
Chase Bank
06.2019 - 12.2021
- Directed promotion and brand loyalty efforts to build direct relationships with customers.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Supervised team of 17 branch employees and made recommendations regarding performance evaluations.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Maximized efficiency through effective resource allocation and employee management.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Lead Teller Operations Specialist
Chase Bank
12.2017 - 05.2019
- Monitored and verified suspicious activity on customer accounts.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Educated customers on online banking and mobile banking applications.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Assisted with training of new tellers on policies and procedures.
- Counted, verified and handled bank deposits and armored car transactions.
Assistant Restaurant Manager
Panda Express
08.2016 - 10.2017
- Monitored restaurant operations and adjusted schedules to meet peak customer demand.
- Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty.
- Managed staff schedules and maintained adequate coverage for all shifts.
- Developed unique events and special promotions to drive sales.
- Managed team of up to 8 restaurant staff, maintaining exceptional customer service and quality standards.
Education
Associate - Restaurant And Culinary Management
Sages of Higher Institute of Culinary Arts And Hospitality
Surabaya, Indonesia06.2015
Associate - International Business Management
Raffles Institute of Higher Education
Surabaya, Indonesia07.2014
Skills
- Investment Recommendations
- Financial Advisement
- Negotiation and Closing
- Strategic Financial Planning
- Team Communication
- Cold Calling
- Sales Goals
- Excellent People Skills
- Reviewing Financial Statements
Accomplishments
- Nominated for Top Producing Banker in Keybank of 2022.
Certification
- Licensed in SIE
- Licensed in Series 6
- Licensed in Series 63
- Licensed in Life Insurance WA
Languages
Indonesian
Native or Bilingual
Timeline
Relationship Banker
JPMorgan Chase
09.2024 - Current
Financial Wellness Banker
KeyBank
01.2022 - 08.2024
Assistant Branch Manager, Operations
Chase Bank
06.2019 - 12.2021
Lead Teller Operations Specialist
Chase Bank
12.2017 - 05.2019
Assistant Restaurant Manager
Panda Express
08.2016 - 10.2017
Associate - Restaurant And Culinary Management
Sages of Higher Institute of Culinary Arts And Hospitality
Associate - International Business Management
Raffles Institute of Higher Education