- Backpacking and Hiking
- Time with Friends and Family
- US Stock Market
- FX & Option Trading
- Chess
- Dog Walks
- Paint Night
Kendall Moses
Wellesley,MA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate Banker
JP Morgan & Chase
Weston, MA
12.2025 - Current
- Building repertoire with regular clients and handling complaints
- Ability to use feedback to enhance productivity and performance.
- Monitored account activities to detect discrepancies and prevent potential fraud risks.
- Delivered energetic responses to clients and by telephone, going above and beyond to serve needs.
- Ensured compliance with banking regulations through diligent record-keeping and documentation.
- Weston Chase Culture Champion
Financial Services Representative
Fidelity Investments
Chestnut Hill, MA
02.2023 - 12.2023
- Greeted customers warmly to enhance their overall experience and satisfaction.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Collaborated with cross-functional teams to ensure seamless service delivery for complex client requests.
- Addressed customer inquiries to enhance understanding of account balances and available payment options.
- Achieved S.I.E certification, demonstrating commitment to professional development.
PERSONAL BANKER
Citizens Bank
Wellesley, MA
03.2022 - 02.2023
- Worked in a collaborative environment
- Stayed current on banking products, services and regulations to continue delivering top-notch service and support.
- Educated customers about available services, products and bank resources.
- Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
- Cross-sold credit cards, loans and other bank products and services to meet customer needs and provide options.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Education
Associate - Science General Studies
MassBay Community College
Wellesley, MA05.2018
Coding, General Science
Massachusetts Bay Community College
Wellesley, MA01.2017
High School Diploma - undefined
Wellesley High school
Wellesley, MA06.2010
Bachelor of Science - Business Management
Bay State College
08.2021
Skills
- Computer Skills Microsoft excel
- Portfolio management
- Securities Industry Essentials
- Communication Skills
- Active Listening
- Banking regulations
- Branch operations
- Teller support
- Financial Services
- Customer Service
- Time Management
- Notary Services
- Documentation and Recordkeeping
- Know your customer
Certification
- CNP - Certified Notary Public
Interests
Timeline
Associate Banker
JP Morgan & Chase
12.2025 - Current
Financial Services Representative
Fidelity Investments
02.2023 - 12.2023
PERSONAL BANKER
Citizens Bank
03.2022 - 02.2023
Coding, General Science
Massachusetts Bay Community College
High School Diploma - undefined
Wellesley High school
Associate - Science General Studies
MassBay Community College
Bachelor of Science - Business Management
Bay State College