Josephine Yanful
Queens,NY
Summary
Hands-on, client-oriented banking professional implements creative investment strategies. Dedicated to continuous improvement of modeling and statistical analysis.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Bank of America Merrill Lynch
Lawrence, NY
10.2024 - Current
- Developed essential skills and techniques through diligent practice.
- Attended training sessions and meetings to learn new information and develop personal skills.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
Associate Banker - ME
JP Morgan Chase
New York, NY
04.2024 - 08.2024
- Maintained confidentiality of all customer records and information according to company policies.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Provided coaching and mentoring to individual team members; facilitated team building activities.
- Balanced daily cash deposits and vault inventory with zero error rate.
Relationship Banker
JPMorgan Chase
New York, NY
10.2022 - 04.2024
- Achieved or exceeded personal sales goals on consistent basis.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Advised customers on bank products, services and financial planning options.
Associate Banker
JPMorgan Chase
New York, NY
05.2021 - 10.2022
- Balanced cash drawers on a daily basis.
- Adhered to financial services security and audit procedures.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Education
High School Diploma -
The Scholars' Academy
Rockaway Park, NY06-2017
Skills
- Know your customer
- Leadership and management
- Sales and marketing
- Cash handling
- Portfolio management
Certification
- Securities Industry Exam
- Series 6
- Series 63 (NASAA)
- Life Insurance
- Manager on Duty
Timeline
Financial Solutions Advisor
Bank of America Merrill Lynch
10.2024 - Current
Associate Banker - ME
JP Morgan Chase
04.2024 - 08.2024
Relationship Banker
JPMorgan Chase
10.2022 - 04.2024
Associate Banker
JPMorgan Chase
05.2021 - 10.2022
High School Diploma -
The Scholars' Academy
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