Kimberly Martinez
Fresno,TX
Summary
Experienced Relationship Banker with JP Morgan Chase, excelling in customer service and relationship management. Adept at fostering client satisfaction and achieving financial goals through tailored product recommendations. Strong organizational skills and teamwork abilities drive success in fast-paced environments, ensuring seamless onboarding and enhanced service experiences. Known for reliability and effective communication.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase
01.2018 - Current
- Assisted customers with account inquiries and transactions, enhancing overall service experience.
- Supported the onboarding process for new clients, ensuring smooth transitions and satisfaction.
- Educated clients on bank products and services, fostering informed decision-making.
- Collaborated with team members by referring customers with deepening financial goals, promoting teamwork.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Personal Banker/Teller
JPMorgan Chase
02.2013 - 01.2018
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Sales Associate
Journeys Shoe Store
07.2011 - 12.2014
- Provided exceptional customer service to enhance shopping experiences and drive sales.
- Assisted in inventory management to maintain product availability and organization.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Performed cash and card transactions to complete customer purchases.
Accounting Intern
Halliburton
09.2011 - 08.2012
- Assisted in preparing financial statements and reports to support accurate accounting practices.
- Collaborated with team members on month-end closing processes to ensure timely completion of tasks.
- Utilized accounting software Hyperion Strategic Finance to input transactions and maintain accurate records for audits.
Education
Associate of Arts - Business Administration
Houston Community College
Houston, TX07-2020
Skills
- Relationship building and management
- Customer Service-oriented
- Sales proficiency
- Effective multitasking
- Organizational skills
- Teamwork and collaboration
Certification
- FINRA Series 6, 63, and Life Licensed
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
JP Morgan Chase
01.2018 - Current
Personal Banker/Teller
JPMorgan Chase
02.2013 - 01.2018
Accounting Intern
Halliburton
09.2011 - 08.2012
Sales Associate
Journeys Shoe Store
07.2011 - 12.2014
Associate of Arts - Business Administration
Houston Community College