Joanna Ziajor
Rolling Meadows,IL
Summary
Professional and dedicated to customers Private Client Banker, skilled in meeting productivity goals and building lasting relationships. Strong selling and communication skills help to increase branch revenue through setting up high productivity goals and consistency. Specializes in consumer banking and small business banking needs.
Overview
11
11
years of professional experience
Work History
Private Client Banker/Small Business Specialist
JPMorgan Chase
12.2018 - Current
- Secured strong, lasting relationships with new and existing clients through continuous follow up and service.
- Skilled in conducing relationship reviews to learn about the client's current and future financial goals/needs followed by providing customized strategies to help achieve them.
- Leveraged relationships with business partners to better fit the client's growing needs and form cross-sell opportunities for the organization.
- Provided exceptional client service while assisting them with all of their financial and investment needs.
- Conducted team meetings on all facets of business from policy and procedure, sales, as well as customer service.
- Worked effectively with team members, peers, and managers to identify and develop new opportunities for assets / revenue.
- Handled and resolved a variety of different customer issues and concerns while building a rapport and ensuring client comfort.
- Managed a portfolio of business and personal accounts by profiling, actively cross-selling, outbound calling, appointments and partner referrals with special emphasis on lending and financial counseling.
- Developed and maintained relationships with existing and new customers by delivering excellent product knowledge, financial advice.
Relationship Banker/Small Business Specialist
JPMorgan Chase
06.2013 - 12.2018
- Helped to improve the clients life and well - being of their businesses by providing financial solutions, education and advice.
- Managed a portfolio of high balance consumer and business clients by building relationships and providing financial advice with a focus on client experience and risk management.
- Provided the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase.
- Analyzed existing bank customers consumer and business relationships and profiles to proactively seek out new opportunities to recommend solutions to help clients achieve financial success.
Education
Accounting
Ashford University
2018
Languages
Polish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Opportunities Don't happen.You create them.
Chris Grosser
Timeline
Private Client Banker/Small Business Specialist
JPMorgan Chase
12.2018 - Current
Relationship Banker/Small Business Specialist
JPMorgan Chase
06.2013 - 12.2018
Accounting
Ashford University