- Brazilian Jiu-Jitsu
- Chargers Dolls Women’s Fan Club
- Strength & Fitness
- Outdoor Activities
Kaitlyn Onderko
Napa,CA
Summary
Client-focused banking professional with extensive experience in customer service, relationship management, sales, and problem resolution. Currently serving as an Associate Banker with J.P. Morgan, supporting J.P. Morgan members and Chase clients with everyday banking needs, account servicing, appointment management, and issue resolution. Skilled at building trusted client relationships, identifying individual needs, and delivering thoughtful solutions in fast-paced, service-driven environments.
Overview
9
9
years of professional experience
Work History
Associate Banker
J.P. Morgan Financial Center
01.2025 - Current
- Serve as a primary point of contact for J.P. Morgan members and Chase clients, providing personalized support in person and over the phone.
- Manage client appointments and assist with a variety of everyday banking needs, account servicing requests, and transaction-related inquiries.
- Research and resolve client banking issues by identifying solutions, coordinating with internal partners, and providing timely follow-up.
- Educate clients on banking products, services, account features, and digital tools to help them manage their finances efficiently.
- Build and maintain strong client relationships by delivering attentive, professional service and identifying opportunities for additional financial support.
- Partner with bankers and other financial center team members to connect clients with the appropriate resources based on their individual needs.
- Handle sensitive client and financial information while adhering to banking policies, procedures, and regulatory requirements.
Customer Service Representative
AXR Napa Valley
08.2021 - 12.2024
- Developed and maintained strong customer relationships, resulting in increased repeat business.
- Monitored stock levels and identified potential shortages, recommending solutions that ensured adequate supply of items.
- Conduct regular physical counts of inventory and reconcile with computer generated reports.
- Coordinate with managers to compose & launch training material for new hires and existing employees to maximize team performance.
- Evaluated trends in customer service issues, analyzing complaints to identify and implement opportunities for improvement.
Customer Service Representative/Club Assistant
Boisset Collection - All CA Properties
05.2020 - 08.2021
- Address customer service requests via phone, email, and ticket processing platform during high-volume, fast-paced operations.
- Trained new employees on customer service protocols to enhance team performance.
- Multitask with product knowledge of all brands.
- Monitored inventory levels to ensure adequate supply during promotions and quarterly club events.
- Managed multiple customer inquiries while maintaining comprehensive product knowledge across all brands.
Wine Sales Representative
Boisset Collection - Raymond Vineyards
08.2017 - 05.2020
- Collaborated with teams to resolve customer cases, enhancing customer satisfaction and achieving shared sales goals.
- Managed sales and operations in high-volume retail environment, ensuring efficient service delivery and inventory management.
- Managed sales and operations in a high-volume retail environment. in a high-volume retail environment.
- Led wine tasting experiences to build rapport with customers to build repeat business.
- Detail-oriented with good time management skills.
Education
Associate of Science - Psychology
Reedley College
Reedley, CA07-2011
Associate of Arts - Finance
Brigham Young University
Rexburg, ID06-2010
Skills
- Client-Focused
- Client Retention
- Research analysis
- Ability to Multitask
- Time Management
- Works under pressure
- Creative Problem Solving
- Conflict Resolution
- Strong Communicator
- Verbal communication
- Adaptive Team Player
- Computer Literacy
- Proactive
- Positive attitude
Interests
Work Preference
Timeline
Associate Banker
J.P. Morgan Financial Center
01.2025 - Current
Customer Service Representative
AXR Napa Valley
08.2021 - 12.2024
Customer Service Representative/Club Assistant
Boisset Collection - All CA Properties
05.2020 - 08.2021
Wine Sales Representative
Boisset Collection - Raymond Vineyards
08.2017 - 05.2020
Associate of Arts - Finance
Brigham Young University
Associate of Science - Psychology
Reedley College
Education and Training
other,other