JILLIAN TIZAPANTZI
Gig Harbor,WA
Summary
Motivated Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Private Client Banker
Key Bank
11.2023 - Current
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
Private Client Banker
Chase
06.2021 - 11.2023
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
Lead Associate Operations
Chase
08.2017 - 06.2021
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Conducted regular inventory audits to prevent stock shortages and losses.
- Counted, verified and handled bank deposits and armored car transactions.
General Manager
Moctezuma's Mexican Restaurant
05.2014 - 08.2017
- Developed and implemented strategies to increase sales and profitability.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Assistant Manager
Mimi's Cafe
04.2006 - 04.2014
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Mentored team members to enhance professional development and accountability in workplace.
Certification
Series 6
Series 63
Life Insurance WA
Timeline
Private Client Banker
Key Bank
11.2023 - Current
Private Client Banker
Chase
06.2021 - 11.2023
Lead Associate Operations
Chase
08.2017 - 06.2021
General Manager
Moctezuma's Mexican Restaurant
05.2014 - 08.2017
Assistant Manager
Mimi's Cafe
04.2006 - 04.2014