Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jordan Johnson

Avon

Summary

Talented Treasury Sales Associate offering over 6 years banking of experience. Gifted in oral and written communication, managing business relationships and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability.

Overview

7
7
years of professional experience

Work History

Treasury Sales Associate

J.P. Morgan
03.2022 - Current
  • Enhances client relationships by providing timely updates on market trends and offering tailored financial solutions.
  • Streamlines sales processes for improved efficiency, resulting in increased revenue generation.
  • Developes customized sales presentations to effectively communicate complex financial products and strategies.
  • Collaborates with cross-functional teams to identify new business opportunities, leading to an expanded client base.
  • Proactively identifies potential risks within client portfolios, implementing mitigating strategies as needed.

Licensed Relationship Banker

JPMorgan Chase
11.2019 - 03.2022
  • Conducted detailed financial reviews and leveraged targeted questioning strategies to discover insight on prospect needs and requirements.
  • Contacted customers as soon as issues arised to immediately find resolution prior to problems being escalated.
  • Handled fraud claims according to internal risk management policies, keeping liability minimized by leveraging expertise and available tools.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Expanded client base by deepening relationships with retirement planning services provided by JP Morgan, credit cards and home lending.
  • Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment.

Personal Banker

Fifth Third Bank
03.2018 - 11.2019
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Built client rapport to ensure consistent satisfaction and loyalty.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Advised clients on mortgages, secured and personal loans. Contacted potential clients to pursue sales and gather funds.

Insurance Agent

American Income Life
08.2017 - 01.2018
  • Handled health and life insurance benefits for members of over 20,000 Unions/Groups across the country.
  • Calculated quotes and educated potential clients on insurance options. Followed up with members on unresolved issues.
  • Met with prospective customers in their homes businesses and other settings.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Evaluated leads obtained through direct referrals, lead databases and cold calling.

Teller

Northwest Savings Bank
06.2017 - 09.2017
  • Received and counted working cash at beginning of shift, identify customers, validate and cash checks.
  • Accepted cash and checks for deposit and checked accuracy of deposit slips, processed cash withdrawals.
  • Performed specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency.
  • Performed services for customers such as ordering bank cards and checks. Received and verify loan payments, mortgage payments and utility bill payments.
  • Recorded all transactions promptly, accurately and in compliance with bank regulations.
  • Balanced currency, cash and checks in cash drawer at end of each shift.
  • Answered inquiries regarding checking and savings accounts and other bank related products.

Education

MBA - Business Administration

Bowling Green State University
Bowling Green, OH
12.2023

Bachelor of Arts - Major: Economics Minor: Finance

Bowling Green State University
Bowling Green, Ohio
08.2017

Skills

  • Proficient in Microsoft Office Applications (Word,Excel, Powerpoint, Outlook)
  • Business Growth
  • Written Communication
  • Prospecting and Networking
  • Data Interpretation
  • Banking
  • Relationship Building
  • Client Relationship Management
  • Team building
  • Risk Identification
  • Conflict Resolution

Timeline

Treasury Sales Associate

J.P. Morgan
03.2022 - Current

Licensed Relationship Banker

JPMorgan Chase
11.2019 - 03.2022

Personal Banker

Fifth Third Bank
03.2018 - 11.2019

Insurance Agent

American Income Life
08.2017 - 01.2018

Teller

Northwest Savings Bank
06.2017 - 09.2017

MBA - Business Administration

Bowling Green State University

Bachelor of Arts - Major: Economics Minor: Finance

Bowling Green State University

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Jordan Johnson