Joshua D. Jaramillo
Bargersville,IN
Summary
Business-minded Relationship Banker bringing years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase
07.2024 - Current
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Broker
Charles Schwab
01.2024 - 07.2024
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
Associate Banker - ME
JP Morgan Chase
02.2023 - 01.2024
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
Associate Banker
JP Morgan Chase
06.2022 - 02.2023
- Helping with branch operations
- Maintaining excellent customer service as well as having excellency with branch policy and controls
- Assisting customers with transactions at the branch teller line
- Offering assistance for customers who need help with account maintenance and other needs
- Scheduling clients for appointments for whatever their needs may be
- Offering a notary service for Chase customers
Client Service Representative
Reliant Investment Group
08.2021 - 06.2022
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Streamlined internal processes for improved efficiency and productivity within the agency.
- Implemented feedback system to gather client insights, driving continuous improvement.
- Analyzed competitive landscape to adjust strategies and stay ahead in market.
- Conducted market analysis to pinpoint client needs, leading to tailored service offerings.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
Executive Assistant
Celestial Products
01.2021 - 04.2021
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Answered high volume of phone calls and email inquiries.
- Ensured smooth daily operations through consistent maintenance of office equipment, troubleshooting issues when necessary.
Team Member
Smoothie King
07.2020 - 01.2021
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Contributed to team success by completing jobs quickly and accurately.
- Developed strong cooperative relationships with coworkers and managers.
- Maintained productive, efficient approach to all tasks.
- Developed strong customer service and product knowledge skills to enhance individual and team performance.
Education
High School Diploma -
James Bowie High School
Arlington, TXBachelor of Science - Finance and Economics
Southern New Hampshire University
01.2027
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Creative thinking
- Financial planning
- Cross-selling products
- Banking
- Resourcefulness
- Attention to detail
- Multitasking
Certification
- FINRA SIE
- FINRA Series 7
- FINRA series 63
- Life Insurance License
- Anti-Money Laundering Certification
- Notary Public
Timeline
Relationship Banker
JP Morgan Chase
07.2024 - Current
Broker
Charles Schwab
01.2024 - 07.2024
Associate Banker - ME
JP Morgan Chase
02.2023 - 01.2024
Associate Banker
JP Morgan Chase
06.2022 - 02.2023
Client Service Representative
Reliant Investment Group
08.2021 - 06.2022
Executive Assistant
Celestial Products
01.2021 - 04.2021
Team Member
Smoothie King
07.2020 - 01.2021
High School Diploma -
James Bowie High School
Bachelor of Science - Finance and Economics
Southern New Hampshire University