Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kimberly Hooper

Hilliard,Ohio

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

18
18
years of professional experience

Work History

Virtual Banker

JP Morgan Chase
03.2020 - 04.2023
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Opened, closed and updated accounts for customers.
  • Provided advice on different bank products and financial options.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.

Credit Card Customer Service Specialist

Jp Morgan Chase
11.2004 - 03.2020
  • Received inbound customer calls related to credit and accounts receivable.
  • Worked with customers to answer questions, resolve disputes and research discrepancies.
  • Supported customers with invoices, statements and other basic questions.
  • Processed recurring automated payments and credit card payments.
  • Assisted with reconciliations and customer communications.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Recommended products to customers, thoroughly explaining details.

Education

Bachelor of Science - Hospitality Management

Suny Plattsburgh
Plattsburgh, NY
09.2002

Associate of Science - Culinary Arts

Suny Cobleskill
Cobleskill, NY
09.2000

Skills

  • Due Diligence
  • Follow-Up Skills
  • Risk Mitigation
  • Product and Service Sales
  • De-Escalating Conflicts
  • Originating Home Loans
  • Cross-Selling Expertise
  • High Net Worth Individuals Marketing
  • Opening Accounts
  • Employee Motivation
  • Refinancing Options
  • Growth Portfolios
  • Consumer Banking
  • Training Classes

Accomplishments

  • Achieved the highest referrals on my team by completing practice and execution with accuracy and efficiency.

Timeline

Virtual Banker

JP Morgan Chase
03.2020 - 04.2023

Credit Card Customer Service Specialist

Jp Morgan Chase
11.2004 - 03.2020

Bachelor of Science - Hospitality Management

Suny Plattsburgh

Associate of Science - Culinary Arts

Suny Cobleskill

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Kimberly Hooper