Karie Altvare
Palm Bay,FL
Summary
Relationship Banker with solid background in banking and finance with 23 years' experience. Effective at building positive relationships with clients, achieving sales goals, and providing excellent customer service. Strong communication and interpersonal skills committed to helping customers understand banking and financial options. Well-rounded with In-depth knowledge of sales, marketing procedures, techniques with leadership, and organizational abilities with familiarity of products and services. Well organized and dependable candidate successful at managing multiple priorities and willingness to take on added responsibilities to meet team goals. Am a dedicated professional with history of meeting company goals, utilizing consistent and organized practices, skilled in working under pressure, and adapting to new situations and challenges to best enhance the organizational brand.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
JP Morgan Chase Bank NA
12.2017 - Current
- Developed strong client relationships through consistent follow-ups and personalized banking advice.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening new accounts.
- Answered customer questions and explained available services such as deposit accounts, long term goals, and savings financial options.
- Provided exceptional service to high-net-worth clients, building trust and fostering long-term relationships.
- Strengthened referral partnerships with business lines across with bank to maximize cross-selling potential.
- Help customers with financial information to deliver personalized account guidance.
- Worked with clients to address and respond to client and partnership management issues.
Personal Banker
JPMorgan Chase Bank, N.A.
05.2014 - 12.2017
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Maximized revenue through improved sales techniques and branch productivity.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Assistant Branch Manager, Assistant Vice President
Washington Mutual Bank, JPMorgan Chase Bank, N.A.
03.2004 - 05.2014
- Wrote and administered employee performance reviews to monitor customer service and personal sales of 8-member team.
- Reviewed credit applications for risk factors and credit worthiness.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Maximized efficiency through effective resource allocation and employee management.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
Teller Supervisor
Washington Mutual Bank
03.2001 - 05.2014
- Established and performed responsibilities that included:
- Teller processing
- Referrals
- Customer questions
- Helping out fellow employees
- Audits
- Managing 4 tellers
- Operations
Education
Associate of Arts And Sciences - Computer Graphics
College of DuPage
Glen Ellyn, IL06.2000
High School Diploma -
West Aurora High School
Aurora, IL06.1996
Skills
- Teller Auditing
- Effective Customer Communication
- Relationship building and management
- Multitasking Abilities
- Operational Efficiency
- High-Volume Environments
- Customer Service and Assistance
- Revenue Growth
- Cold Calling
- Problem Resolution
- New Business Opportunities
Accomplishments
- Supervised team of 8 staff members.
- Achieved passing audits through effectively helping with operations.
- Went to awards trip for production.
- Worked my way from a teller to Assistant Manager in less then 5 years.
- Ability to adapt to change on a constant bases.
- Worked for Chase for 23 years.
Certification
- Licensed Banker - 6 years 4 months
Designing and doing crafts
I like to go to different places and create different designs for arts and crafts like Painting with a twist, pottery, granite designs, used wooden crate art, and more.
Timeline
Licensed Relationship Banker
JP Morgan Chase Bank NA
12.2017 - Current
Personal Banker
JPMorgan Chase Bank, N.A.
05.2014 - 12.2017
Assistant Branch Manager, Assistant Vice President
Washington Mutual Bank, JPMorgan Chase Bank, N.A.
03.2004 - 05.2014
Teller Supervisor
Washington Mutual Bank
03.2001 - 05.2014
Associate of Arts And Sciences - Computer Graphics
College of DuPage
High School Diploma -
West Aurora High School
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