Jenny Genao
Rego Park,NY
Summary
Passionate about helping clients. Possessing strong commitment to quality customer service coupled with problem solution and decisions making skills.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
107-36 71st Avenue
02.2025 - Current
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Cultivated strong customer relationships by providing tailored advice and services.
Relationship Banker
JP Morgan Chase
New York, NY
06.2015 - 02.2025
- Achieved appropriated amount of calls per day to prospecting clients, with success appointments scheduled.
- Promote financial products by earning client trust and maintaining excellent service.
- Managed escalated clients issues by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- profile clients and build relationships to discover and guide them for financial needs such as Business banking needs, Mortgage, Retirement and Investments.
Personal Banker
JPMorgan Chase
New York, NY
03.2011 - 06.2015
- Backed up teller team by handling needs for new and existing customers.
- Promoted financial products by maintaining excellent service offering knowledge.
- Introduced customers to other bank team Members to help them meet financial needs
- Introduced clients to access tools such as Chase Online and Chase mobile.
Bank Teller
Washington Mutual Bank
New York, NY
09.2008 - 03.2011
- Provide great customer service by handling financial transactions accurately and efficiently.
- Reconciled cash drawer and resolved discrepancies.
- help grow the firm by introducing customer to a banker.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Bookkeeper
Foodtown
The Bronx, NY
01.2006 - 09.2008
- Achieved appropriated amount of calls per day to prospecting clients, with success appointments scheduled.
- Promote financial products by earning client trust and maintaining excellent service.
- Managed escalated clients issues by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- profile clients and build relationships to discover and guide them for financial needs such as Business banking needs, Mortgage, Retirement and Investments.
Education
No Degree - Cyber Security Boot Camp
NYU
New York, NYNo Degree - Radiologic Technology
Bronx Community College of The City University of New York
The Bronx, NYSkills
- Manager on duty Supporting my team
- Provide superior customer service
- Bilingual, fluent in English and Spanish
- Communication strategies
- Cultural Champion, enjoy promoting diversity
Certification
SIE, Series 6, 63 and Life Insurance
Public Notary
Medallion stamp certified
Timeline
Private Client Banker
JPMorgan Chase
02.2025 - Current
Relationship Banker
JP Morgan Chase
06.2015 - 02.2025
Personal Banker
JPMorgan Chase
03.2011 - 06.2015
Bank Teller
Washington Mutual Bank
09.2008 - 03.2011
Bookkeeper
Foodtown
01.2006 - 09.2008
No Degree - Cyber Security Boot Camp
NYU
No Degree - Radiologic Technology
Bronx Community College of The City University of New York