Jonida Shehaj
Schaumburg,IL
Summary
Licensed financial services professional with experience in retail banking, client relationship management, financial needs analysis, and investment products. FINRA SIE, Series 6, Series 63, and Life & Health licensed, with a B.S. in Finance. Proven ability to build and deepen client relationships, identify financial needs, recommend appropriate solutions, and maintain strong regulatory and risk standards.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
Carol Stream, Illinois
09.2025 - Current
- Manage and deepen consumer banking relationships, meeting with approximately 10+ clients daily to identify financial needs and recommend appropriate deposit, lending, credit, and investment solutions.
- Delivered strong monthly results, including 36 credit card openings, 15 new client accounts, and 15 qualified referrals to lending, investment, and other internal partners in a recent month.
- Partner with financial advisors, lending specialists, and business banking partners to deliver integrated financial solutions and appropriate client referrals.
- Maintain compliance with bank policies, regulatory requirements, risk controls, client privacy standards, and documentation procedures while handling sensitive financial information.
Retail Consultant
Nordstrom
Schaumburg, Illinois
11.2024 - 09.2025
- • Built and maintained a loyal client base through personalized service, proactive outreach, and relationship-based selling.
• Consistently achieved sales goals by identifying customer needs and providing tailored product recommendations.
• Supported customer acquisition and retention while promoting Nordstrom Rewards and credit solutions.
Career Break & E-Commerce Business
Self-employed
07.2022 - 10.2024
- Took a planned career break to focus on family responsibilities while operating a small e-commerce business. Managed online sales, customer service, order fulfillment, inventory coordination, and general business operations
Universal Banker
PNC Bank
Hoffman Estates, Illinois
11.2021 - 06.2022
- Managed a broad range of client banking needs, including account servicing, transactions, issue resolution, and day-to-day financial requests.
- Identified client goals through consultative conversations and recommended appropriate deposit, credit, and banking solutions.
- Supported branch operations while maintaining compliance with bank policies, operational procedures, and risk controls.
Education
Bachelor of Science - Finance
DePaul University
01-2021
Skills
- Client Relationship Management
- Financial Needs Analysis
- Regulatory Compliance & Risk Controls
- Banking Products & Services
- Investment Products
- Client Retention & Needs-Based Sales
Certification
- FINRA Securities Industry Essentials (SIE)
FINRA Series 6
FINRA Series 63
Illinois Life & Health Insurance License
Languages
- Albanian
- Spanish
Timeline
Relationship Banker
JPMorgan Chase
09.2025 - Current
Retail Consultant
Nordstrom
11.2024 - 09.2025
Career Break & E-Commerce Business
Self-employed
07.2022 - 10.2024
Universal Banker
PNC Bank
11.2021 - 06.2022
Bachelor of Science - Finance
DePaul University