Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

John Boyd

Glendora,CA

Summary

Highly motivated and personable prospective Relationship Banker focused on discovering financial needs and creating an exceptional customer experience. Educational background in economics and data analytics. Previous employment involves customer service and finance with comprehensive knowledge in account research, relationship building, and monetary computations. Possesses strong written and verbal communication skills, excels in customer service and answering concerns from clients with tailored solutions, while adhering to strict privacy and banking policies.

Overview

2
2
years of professional experience

Work History

Associate Banker

Chase Bank
01.2023 - Current
  • Processes monetary transactions, performs account maintenance, and communicates with numerous firm departments on behalf of clients to address and resolve any relevant concerns, utilizing multiple software programs while adhering to strict privacy and conduct guidelines.
  • Educated customers about the features and benefits of different types of banking products offered
  • Creates relationships with numerous clients through face-to-face and telecommunication customer service, while fulfilling referrals to appropriate bankers to grow relationships with the firm.
  • Performs research and risk analysis on accounts to ensure protection from fraud or other kinds of misconduct by reviewing account pattern history and transaction activity reports.
  • Responsible for managing, servicing, and auditing multiple cash entities, such as cash drawers, lockers, cash recyclers, and ATMs, to document cash flow throughout the firm, as well as protecting access keys and codes.
  • Works as an acting administrative assistant, managing appointments, filing or faxing documents to appropriate departments, and collaborating with vendors to send and receive shipments, or perform administrative maintenance.
  • Is part of a diverse and motivated team that holds daily huddle meetings to document success, address updates, and pursue quarterly firm goals and action plans.
  • Actively networks by participating in continuous learning courses and firm culture events.

Education

Bachelor of Arts - Economics

San Francisco State University
San Francisco, CA

Skills

  • Customer education
  • Fraud prevention
  • Account maintenance
  • Client relationship management
  • Problem solving
  • Software: advanced skills in Teller Express, Customer Assist, Client Central, and Microsoft Office, including Word, Excel, and PowerPoint

Accomplishments

  • raised branch's convenience engagement average for credit journey
  • appointed as OSAT Champion with a current score of 95.5% YTD
  • Recognized by Market Director For embodying the five keys of Chase

Timeline

Associate Banker

Chase Bank
01.2023 - Current

Bachelor of Arts - Economics

San Francisco State University

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