Summary
Overview
Work History
Education
Skills
Timeline
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JUSTIN COOPER

Summary

Detail-oriented professional with a robust problem-solving approach and exceptional interpersonal skills. Successfully led initiatives that enhanced productivity, including training materials that improved client onboarding processes and implemented changes saving over $1,000,000 annually.

Overview

23
23
years of professional experience

Work History

KYC & Client Onboarding Team Lead

Cantor Fitzgerald
07.2024 - Current
  • Implemented process changes that saved the business over $1,000,000 in annual expenses.
  • Implemented process improvements that streamlined operational workflows.
  • Analyzed complex financial documents to assess clients' intended business and profitability potential.
  • Developed training materials that enhanced team productivity and streamlined department efficiency.
  • Trained new staff in relevant processes and procedures.

Client Care Specialist / Team Lead / Assistant Branch Manager

JPMorgan Chase Bank
08.2020 - 06.2024

.Top performer who stayed in top 5% company wide for loans funded per month and CSAT/OSAT customer satisfaction surveys.

  • Managed team of processors to consistently achieve daily, weekly, and monthly productivity goals.
  • Coached processors to enhance daily productivity, ensuring alignment with department goals for loans funded per month.
  • Conducted weekly sales meetings to communicate team performance and identify focus areas for achieving weekly and monthly goals.
  • Created training materials to ensure processors stayed up to date on process changes.
  • Provided guidance on product features and banking services.

Wealth Management Client Specialist

Bank of America/Merrill Lynch
05.2019 - 05.2020
  • Provided superior customer service that often exceeded the expectations of our high net worth clients
  • Cross-sold bank products to enhance client portfolios and ensure access to optimal banking and credit card options
  • Worked in a high stress call center environment and was highly successful in our highest monitored metrics (adherence & overall customer service experience)
  • Developed training documents to streamline onboarding process for new employees in department

6th - 10th Grade Math Teacher / Athletics Coach / Department Head

Clay County Schools
01.2012 - 05.2020
  • Analyzed and tracked student data using Microsoft Excel to ensure that students were showing growth towards their individual end of year goals
  • Developed engaging lessons using Microsoft PowerPoint that catered to diverse learning levels, fostering student success
  • Coordinated Math department's adaptation to curriculum changes, ensuring compliance with county pacing guidelines among teachers
  • Mentored co-workers to help them improve content knowledge and student proficiency
  • Utilized networking, communication, and accounting skills to create and manage multiple after-school activities, enhancing student engagement
  • Coached an athletic team that had not won in years to several victories by changing the playing style to better meet the strengths of our team/players

Substitute Teacher

Kelly Services
01.2011 - 01.2012

Senior Teller

Community First Credit Union
01.2008 - 01.2010
  • Processed deposits, withdrawals, payments, and cash advances while consistently achieving balancing goals
  • Cultivated customer relationships to identify needs and promote targeted products, contributing to business growth
  • Supported vault and ATM balancing processes to ensure accuracy and compliance
  • Completed CUEP training program through Florida State College of Jacksonville

Branch Manager

Hertz Local Edition
01.2007 - 01.2008
  • Analyzed branch reports and financial statements to pinpoint opportunities for profitability through upsells and inventory management
  • Evaluated branch performance and profit and loss statements to strategize sales and marketing initiatives aimed at revenue growth
  • Resolved daily rental challenges to meet customer needs while controlling overhead costs

Teller Manager

Wachovia / Wells Fargo
01.2005 - 01.2007
  • Achieved weekly referral and sales goals, enhancing team collaboration
  • Trained and coached new employees to identify opportunities for strengthening customer relationships
  • Educated customers on beneficial products and services to enhance their relationship with the financial institution

Teller/Call Center Rep/Loan Processor/ Financial Center Banking Specialist

VyStar Credit Union
01.2003 - 01.2005
  • Processed customer loan applications and assessed credit reports and debt-to-income ratios to recommend approval or denial of consumer loans
  • Ensured accurate completion of loan documents through thorough review and verification
  • Took ownership of customer problems and researched accounts using multiple systems and problem-solving skills to resolve customer issues
  • Collaborated with management to identify and implement process improvements for greater efficiency
  • Completed MERIT training program offered thru VyStar and Florida State College of Jacksonville to improve my knowledge of credit union processes and procedures

Education

Bachelor of Science - Business Administration & Management

Florida Metropolitan University

Skills

  • Compliance knowledge
  • Data Entry / Data Analysis
  • Analytical skills
  • Operational process improvement
  • Leadership
  • Relationship Building & Networking
  • Communication skills
  • Microsoft Office (PowerPoint & Excel)
  • Strong Mathematics Skills
  • Critical thinking
  • Excellent Interpersonal Skills

Timeline

KYC & Client Onboarding Team Lead

Cantor Fitzgerald
07.2024 - Current

Client Care Specialist / Team Lead / Assistant Branch Manager

JPMorgan Chase Bank
08.2020 - 06.2024

Wealth Management Client Specialist

Bank of America/Merrill Lynch
05.2019 - 05.2020

6th - 10th Grade Math Teacher / Athletics Coach / Department Head

Clay County Schools
01.2012 - 05.2020

Substitute Teacher

Kelly Services
01.2011 - 01.2012

Senior Teller

Community First Credit Union
01.2008 - 01.2010

Branch Manager

Hertz Local Edition
01.2007 - 01.2008

Teller Manager

Wachovia / Wells Fargo
01.2005 - 01.2007

Teller/Call Center Rep/Loan Processor/ Financial Center Banking Specialist

VyStar Credit Union
01.2003 - 01.2005

Bachelor of Science - Business Administration & Management

Florida Metropolitan University
JUSTIN COOPER