Summary
Overview
Work History
Education
Skills
Timeline
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Kathyleen Rivera

Dasmarinas

Summary

Proven Account Specialist with a track record of enhancing client satisfaction and streamlining operations at JP Morgan Chase & Co. Excels in Microsoft Office and demonstrates exceptional teamwork and collaboration. Known for outstanding problem-solving abilities and professionalism, significantly contributing to continuous improvement and client trust.

Overview

18
18
years of professional experience

Work History

Account Specialist II

JP Morgan Chase and Co.
01.2013 - Current
  • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
  • Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
  • Adhered to standards of quality and service as well as all compliance requirements.
  • Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
  • Mentored junior team members, offering guidance and support for their professional growth and development within the Account Specialist role.
  • Contributed to team objectives in fast-paced environment.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor through email and phone skills.

Telephone Banker IV

JP Morgan Chase & Co.
11.2009 - 01.2013
  • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
  • Alleviated call loads by educating customers about how to effectively navigate site tools and pages for future banking needs.
  • Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
  • Enhanced customer satisfaction by promptly addressing and resolving banking inquiries and concerns.
  • Collaborated with team members to share best practices and improve overall team performance.
  • Managed sensitive client information with strict adherence to confidentiality policies and data protection guidelines.

Processing Executive

HSBC - HDPP
07.2006 - 11.2009
  • Resolved customer inquiries promptly, ensuring consistent satisfaction with our services.
  • Protected sensitive information by adhering strictly to company guidelines regarding data security and privacy measures.
  • Contributed to a positive workplace environment through excellent communication and teamwork skills.
  • Answered and managed incoming and outgoing calls for cardmember services within the Metris process.

Education

Bachelor of Science - Marketing Management

St. Scholastica's College
Manila, Philippines

Skills

  • Microsoft Office proficiency
  • Customer Engagement
  • Research proficiency
  • Excellent Communication
  • Teamwork and Collaboration
  • Problem-solving abilities
  • Reliability
  • Effective Communication
  • Self Motivation
  • Analytical Thinking
  • Continuous Improvement
  • Analytical Skills
  • Professionalism
  • Adaptability and Flexibility

Timeline

Account Specialist II

JP Morgan Chase and Co.
01.2013 - Current

Telephone Banker IV

JP Morgan Chase & Co.
11.2009 - 01.2013

Processing Executive

HSBC - HDPP
07.2006 - 11.2009

Bachelor of Science - Marketing Management

St. Scholastica's College

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Kathyleen Rivera