Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
GeneralManager
KAREN ANAYA

KAREN ANAYA

Hamilton,OH

Summary

Experienced Relationship Banker with over 10 years of experience in Banking.

Excellent reputation for resolving problems and improving customer satisfaction.

Hardworking and passionate job seeker with strong organizational skills. Comfortable working independently or as part of a team.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
West Chester, OH
04.2020 - Current
  • Continually boost branch production and revenue by consistently meeting monthly and quarterly sales goals.
  • Increase sales by educating clients about new and existing banking products and financial services.
  • Actively listen to my clients and recommend best products and services.
  • Network to increase client base and encourage existing clients to expand financial portfolios.
  • Establish new accounts for high net worth individuals and service existing accounts to maximize revenue.

Personal Banker

JPMorgan Chase
West Chester, OH
05.2016 - 02.2020
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.

Assistant Manager

JPMorgan Chase
West Chester , OH
02.2013 - 04.2016
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.

Education

Associate of Science - Business Management

University of Cincinnati
Cincinnati, OH
12.2016

Skills

  • Fast learner always looking to learn something new
  • Customer Information Databases
  • Financial Advising
  • Asset Protection Strategies
  • Conflict Resolution Techniques

Certification

  • I'm currently a Licensed Banker, holding a Life and Health License, Series 6 and Security Industry Essential (SEI)


Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker

JPMorgan Chase
04.2020 - Current

Personal Banker

JPMorgan Chase
05.2016 - 02.2020

Assistant Manager

JPMorgan Chase
02.2013 - 04.2016

Associate of Science - Business Management

University of Cincinnati

Similar Profiles

CREATE PROFILE
KAREN ANAYA