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, AZ05.1984
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