JYOTI JHA
Bank of America
Glen Allen,VA
1
Language
1
Certification
13
years of professional experience
Relationship-driven banking professional with experience in retail banking, client advisory, financial services, and customer engagement. Known for empathy, accuracy, and the ability to understand customer needs and deliver tailored financial solutions. Strong background in operations, compliance, and building long-term client trust.
Work History
Relationship Banker
1 Year 9 Months- Built and maintained strong client relationships, aligning banking products with financial goals.
- Guided clients on accounts, credit solutions, loans, and digital banking tools to enhance their financial literacy.
- Supported branch performance by resolving issues and delivering high-quality customer service.
- Ensure compliance with banking policies and procedures.
Bank Teller
10 Months- Processed deposits, withdrawals, payments, and account transactions accurately to ensure customer satisfaction.
- Assisted customers with inquiries, providing tailored financial guidance to enhance their banking experience.
- Guided customers to appropriate banking specialists for assistance.
Small Business Owner
4 Years- Executed events from concept to completion, ensuring client satisfaction and seamless operations.
- Managed vendors, budgets, and timelines while maintaining effective client communication for successful project delivery.
- Cultivated strong client relationships through tailored service, enhancing customer loyalty and retention.
Preschool Teacher
2 Years- Established nurturing environment fostering early childhood learning.
- Developed activities enhancing cognitive and social development.
- Engaged parents regularly to track and support child progress.
Education
MBA - Accounting and Finance
B.Com - Accounting and Finance
Skills
Financial Products & Advisory
Loan origination
Financial services
Customer Relationship Management
Relationship management
Banking Software
Financial Advisory
Relationship management
Problem Solving & Critical Thinking
Transaction Processing
SAP Fundamentals
Childcare management
Certification
SAP Professional Fundamentals, SAP Enterprise Systems Environment, SAP Customer Engagement Discovery
Section name
-
Personal Information
Title: Relationship Banker
Languages
Hindi
Native or Bilingual
Timeline
Relationship Banker
Bank of America
12.2024 - CurrentRead More
Bank Teller
Wells Fargo
02.2024 - 12.2024Read More
Small Business Owner
Kavika Decors
01.2016 - 01.2020Read More
Preschool Teacher
Kidzee Day Care
01.2014 - 01.2016Read More
GGU University
B.Com from Accounting and Finance
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CSVTU University
MBA from Accounting and Finance
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