Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

KATRINA KROENING

Chattanooga,TN

Summary

Professional in financial sector with proven track record in personalized client advising and financial management. Known for collaborative efforts and achieving high client satisfaction. Reliable and adaptable with skills in financial planning and relationship management, valued for integrity and results-driven approach.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Licensed Relationship Banker

JPMorgan Chase
03.2024 - Current
  • Streamlined account opening processes for new clients, resulting in higher client retention rates.
  • Maintained up-to-date knowledge of industry trends, enabling informed recommendations to clients on market conditions and opportunities.
  • Developed strong client relationships through consistent follow-ups and personalized banking advice.

Relationship Banker

Bank Of America
09.2021 - 03.2024
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.

Leasing Consultant

Cadence Cool Springs Apartments
02.2020 - 11.2020
  • Delivered informative property tours to prospective residents, highlighting unique amenities and features tailored to their needs.
  • Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.

Territory Manager

ADT Home Security
03.2018 - 12.2019
  • Developed strong relationships with key decision-makers, fostering trust and loyalty in the assigned territory.
  • Cultivated relationships with key accounts in territory and provided support to drive customer satisfaction.

Sports Coach

Cleveland Aqua Tigers (CAT)
04.2015 - 03.2018
  • Developed strong relationship with swimmers to assist in reaching goals, build trust and rapport.
  • Evaluating player performance, identifying areas for improvement, and providing constructive feedback to ensure continuous growth.

Lifeguard

Durango Parks and Recreation Center
08.2010 - 08.2014
  • Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
  • Ensured swimmer safety by vigilantly monitoring pool area and enforcing rules.

Education

Bachelor of Science - Exercise Science

Grand Canyon University
Phoenix, AZ
04.2016

Skills

  • Client relationship building
  • Cash flow management
  • Portfolio management
  • Credit analysis
  • Financial services
  • Project management
  • Critical thinking
  • Sales expertise
  • Teamwork and collaboration

Certification

  • Series 6
  • Series 63
  • Securities Industry Essentials (SIE)
  • Straight Life TN State Insurance Licensed

Timeline

Licensed Relationship Banker

JPMorgan Chase
03.2024 - Current

Relationship Banker

Bank Of America
09.2021 - 03.2024

Leasing Consultant

Cadence Cool Springs Apartments
02.2020 - 11.2020

Territory Manager

ADT Home Security
03.2018 - 12.2019

Sports Coach

Cleveland Aqua Tigers (CAT)
04.2015 - 03.2018

Lifeguard

Durango Parks and Recreation Center
08.2010 - 08.2014

Bachelor of Science - Exercise Science

Grand Canyon University

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KATRINA KROENING