Karen Urquhart
Brooklyn,NY
Summary
Strategic financial professional enthusiastically seeking an opportunity to apply 20 years of superior performance in financial roles. Dedicated to providing quality financial products and services to serve corporate goals and customer needs. Aiming to contribute immediate value through an unfailing work ethic and branch operations expertise. Track record of increasing sales, improving client retention and growing customer base.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Client Associate-Officer
Flagstar
09.2022 - Current
- Enhanced client satisfaction by providing exceptional service and addressing concerns promptly.
- Facilitated knowledge sharing among colleagues, leading presentations on industry trends and best practices in client relationship management.
- Developed customized solutions for clients, resulting in increased customer loyalty and repeat business.
- Mentored junior associates, fostering professional development and improving overall team performance.
- Resolved complex issues for high-value clients, maintaining strong relationships and safeguarding company reputation.
- Facilitated the use of TMS products including but not limited to:
Assistant Branch Manager
Dime Community Bank
02.2018 - 09.2022
- Supervised two branches provided management with suggestions regarding performance assessments
- Trained and mentored highly effective teams to meet corporate service standards
- Networked within communities to identify and capitalize on business opportunities
- Monitored daily operations and supported Branch Manager in necessary duties
- Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options
- Provided bank leadership in absence of branch manager
- Supervised branch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
Licensed Relationship Banker
JP MORGAN CHASE
01.2014 - 11.2018
- Interacted with prospects by asking appropriate open-ended questions to better understand products and services required
- Answered customer's questions and explained available services such as accounts, bonds and securities
- Responded efficiently to customer queries and complaints to find solutions and diffuse tension
- Provided excellent service and attention to customers in face-to-face encounters and through phone conversations
- Sell deposit and lending products to clients, as well as, working with our investors, advisors and business partners.
Sales Manager
Washington Mutual/JP Morgan Chase
06.2008 - 06.2014
- Planned and executed in-store promotional events to increase customer engagement and sales revenues
- Formalized sales process to enhance operations and promote acquisition of new customers
- Monitored customer complaint trends to drive satisfaction improvements and adjusted operational strategies to reduce issues
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
- Developed and implemented new sales strategies to update product lines
- Boosted team morale and overall sales volume by creating employee incentive sales contests.
Education
Some College (No Degree) - Forensic Psychology
John Jay College of Criminal Justice of The City University of New York
New York, NYSkills
- Training and mentoring
- Policy compliance
- Attention to Detail
- Account Maintenance
- Order execution
- Customer Service
Certification
Notary Public
Timeline
Senior Client Associate-Officer
Flagstar
09.2022 - Current
Assistant Branch Manager
Dime Community Bank
02.2018 - 09.2022
Licensed Relationship Banker
JP MORGAN CHASE
01.2014 - 11.2018
Sales Manager
Washington Mutual/JP Morgan Chase
06.2008 - 06.2014
Some College (No Degree) - Forensic Psychology
John Jay College of Criminal Justice of The City University of New York
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