Kelly Jones
Dublin
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Private Client Investment Associate
J.P. Morgan Chase
08.2012 - Current
- Supported J.P. Morgan Select Private Client Advisors in developing new business opportunities through networking events, seminars, and referrals from satisfied clients.
- Maintained open communication lines with clients, addressing any concerns or inquiries promptly and professionally.
- Improved team efficiency by streamlining internal processes for account opening, trading executions, and account maintenance tasks.
- Collaborated with cross-functional teams to enhance service delivery and streamline operational processes.
Licensed Personal Banker
J.P. Morgan Chase
07.2009 - 08.2012
- Enhanced customer loyalty by offering exceptional service during account openings, loan applications, and credit card processing.
- Developed personalized banking solutions to meet client financial needs.
- Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
Store Manager
Fossil
10.2007 - 07.2009
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Clerical/Sales Floor/Cashier
Target
11.2000 - 07.2007
- Enhanced store cleanliness, organizing shelves and displays to create an inviting environment.
- Managed cash drawer, balanced registers, and prepared deposits to maintain financial integrity.
- Assisted customers in locating items, providing product information and recommendations.
Education
Bachelor of Science - Education
Ohio University
Athens, Ohio06.2007
Skills
- Microsoft Office
- Adobe Acrobat
- Verbal and written communication
- Operations management
Certification
- Life, Health & Variable Insurance, State of Ohio April 2013
- Series 66 December 2012
- Series 7 September 2012
- Series 6 August 2009
Timeline
Private Client Investment Associate
J.P. Morgan Chase
08.2012 - Current
Licensed Personal Banker
J.P. Morgan Chase
07.2009 - 08.2012
Store Manager
Fossil
10.2007 - 07.2009
Clerical/Sales Floor/Cashier
Target
11.2000 - 07.2007
Bachelor of Science - Education
Ohio University
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