Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Joe Marrero

Miami,United States

Summary

I am an experienced and highly motivated professional who has consistently delivered exceptional customer service throughout my career. Possessing outstanding interpersonal skills and an ability to quickly learn and adapt to new products, services, and procedures, I am dedicated to building solid relationships with customers and colleagues alike. I am known for my thoroughness, attention to detail, and organizational skills, which allow me to provide timely and effective follow-up. Continuously staying abreast of industry trends and best practices, I am confident in my ability to contribute to the success of JPMorgan Chase.

Overview

14
14
years of professional experience

Work History

Associate Banker-Market Expansion

JPMorgan Chase
02.2024 - Current

- Greeted clients and ensured they felt valued while managing the flow of visitors, scheduling/canceling appointments, and maintaining a neat entranceway

- Managed cash devices such as the ATM and cash vault in accordance with bank policies and procedures, and facilitated account origination for consumer customers

- Conducted proactive outreach to customers in order to assess their needs, address concerns, and offer new tools to help them achieve their financial goals

- Informed customers about self-service technology options for completing banking transactions, such as the Chase Mobile App, Chase.com, and ATMs


Associate Banker

JPMorgan Chase
02.2023 - 02.2024
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Provided advice on different bank products and financial options.
  • Balanced teller drawers and ATM cash.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.

Lead Associate Operations

JPMorgan Chase
11.2017 - 02.2023
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs
  • Built rapport with account holders by reaching out with product recommendations and account updates
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups
  • Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.

Associate Banker

JPMorgan Chase
05.2017 - 11.2017
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
  • Educated customers on use of banking website and mobile apps
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.

Sales Supervisor

News Link
10.2010 - 04.2017
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets
  • Trained team members in successful strategies to meet operational and sales targets.

Education

Bachelor of Science - Foreign Languages Education

University of La Havana

Skills

- Customer service skills

- Financial knowledge

- Sales skills

- Communication skills

- Problem-solving skills

- Attention to detail

- Technology proficiency

- Teamwork

- Time management

- Compliance knowledge

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Associate Banker-Market Expansion

JPMorgan Chase
02.2024 - Current

Associate Banker

JPMorgan Chase
02.2023 - 02.2024

Lead Associate Operations

JPMorgan Chase
11.2017 - 02.2023

Associate Banker

JPMorgan Chase
05.2017 - 11.2017

Sales Supervisor

News Link
10.2010 - 04.2017

Bachelor of Science - Foreign Languages Education

University of La Havana
Joe Marrero