Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Julie White

Surprise,AZ

Summary

Experienced Private Client Banker with over 30 years of experience in Banking. Excellent reputation for resolving problems and improving customer satisfaction. Loyal Chase Employee

Overview

27
27
years of professional experience

Work History

Chase Private Client Banker

Chase
Sun City West, AZ
2011.01 - Current
  • Worked with clients to address and respond to client and partnership management issues.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Personal Banker

Chase
Sun City West, AZ
2008.01 - 2011.01
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Presented new and additional products and services to existing customers.

Sale and Service Associate

Chase
Sun City West, AZ
2006.01 - 2008.01
  • Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
  • Pleasantly greeted customers and asked open-ended questions to better determine needs.
  • Provided accurate answers and solutions to customer concerns, inquiries and complaints.

Teller

Chase
Sun City West , AZ
1995.07 - 2006.01
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Handled various accounting transactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained friendly and professional customer interactions.

Education

High School Diploma -

Moon Valley High School
Phoenix, AZ
05.1984

Skills

  • Customer Referrals
  • Honest and Ethical
  • Customer Complaint Resolution
  • Customer Expectations Management
  • Service-Oriented
  • Client Recruiting and Retention

Accomplishments

I have been to over 6 Sales conferences. I've also been chosen as Branch Manager on duty

Timeline

Chase Private Client Banker

Chase
2011.01 - Current

Personal Banker

Chase
2008.01 - 2011.01

Sale and Service Associate

Chase
2006.01 - 2008.01

Teller

Chase
1995.07 - 2006.01

High School Diploma -

Moon Valley High School
Julie White