Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kristine Anne See

Summary

Dynamic Client Service Associate with 10+ years of progressive experience in banking, financial services, and customer support. Proven track record in leading high-performing teams, driving process improvements, and consistently delivering outstanding client experiences. Highly skilled in regulatory compliance, quality assurance, and cross-functional collaboration. Recognized for energetic leadership, adaptability, and unwavering commitment to operational excellence.

Overview

15
15
years of professional experience

Work History

Client Service Associate

JPMorgan Chase Bank, NA
06.2021 - Current

Global Banking, Client Onboarding and Service (COS) — MMBSI EMM

  • Provide expert support to clients, resolving inquiries, and complex issues efficiently.
  • Manage account administration and transaction processing with precision.
  • Ensure strict compliance with regulatory standards, and maintain accurate documentation.
  • Foster strong client relationships through proactive communication and service excellence.
  • Collaborate with internal teams to deliver seamless client experiences.
  • Maintain up-to-date knowledge of products and services to better serve clients.
  • Execute administrative tasks to support business operations.

Team Leader

JPMorgan Chase
11.2019 - 05.2021

Consumer & Community Banking — New Account Lending (NAL)

  • Led team meetings to discuss project updates and address challenges.
  • Coordinated team schedules to ensure coverage and meet operational needs.
  • Trained new employees on company policies and effective work practices.
  • Facilitated communication between departments for improved collaboration.
  • Reviewed workflow processes to identify areas for efficiency gains.
  • Maintained a positive work environment that promoted collaboration between team members.
  • Delegated daily tasks to team members to optimize group productivity.
  • Offered training and support to keep team members motivated and working toward objectives.
  • Monitored daily workflow to ensure adherence to established policies and procedures.

Account Specialist

JPMorgan Chase Bank, NA
04.2014 - 10.2019

Consumer & Community Banking — CMS Phones (Credit Card and Retail Servicing)

  • Served as Relief Team Leader, facilitating group discussions to align on business policies and goals.
  • Achieved top performance in CSAT, absenteeism, and same-day service metrics.
  • Delivered high-quality customer service, resolving complex issues, and ensuring regulatory compliance.
  • Assisted customers with account inquiries, issue resolution, and transaction processing.
  • Provided product and promotion information, monitored for fraud, and maintained accurate records.
  • Collected and analyzed customer feedback to drive service improvements.

Customer Service Representative

HSBC Electronic Data Processing Philippines Inc.
08.2012 - 02.2014

Customer Service Representative — Senior Specialist II

  • Assisted customers with inquiries regarding banking products and services.
  • Resolved customer complaints through effective communication and problem-solving skills.
  • Processed transactions accurately using the company's customer management system.
  • Educated clients on account features and usage to enhance their banking experience.
  • Managed escalated issues by coordinating with relevant departments for resolution.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Developed strong relationships with customers by providing personalized assistance and support.

Operations Specialist

JPMorgan Chase Bank, NA
08.2010 - 07.2012

Home Lending — Default Trial Plan Break

  • Coordinated daily operations to enhance workflow efficiency across departments.
  • Developed and implemented process improvements for operational effectiveness.
  • Served as Internal Auditor for CA Ops, driving process improvements and team collaboration.
  • Conducted quality checks and internal audits to ensure operational excellence.
  • Managed plan breaks and opt-outs for payments and missing documents on active trials.

Education

Bachelor of Arts - Multimedia Studies

University of The Philippines
01-2015

Diploma in Practical Nursing -

Kennedy Global School of Business, Inc.
01-2008

Skills

  • Client onboarding
  • Regulatory compliance
  • Transaction processing
  • Account administration
  • Documentation management
  • Customer relationship management
  • Strong interpersonal skills
  • Service recommendations

Timeline

Client Service Associate

JPMorgan Chase Bank, NA
06.2021 - Current

Team Leader

JPMorgan Chase
11.2019 - 05.2021

Account Specialist

JPMorgan Chase Bank, NA
04.2014 - 10.2019

Customer Service Representative

HSBC Electronic Data Processing Philippines Inc.
08.2012 - 02.2014

Operations Specialist

JPMorgan Chase Bank, NA
08.2010 - 07.2012

Bachelor of Arts - Multimedia Studies

University of The Philippines

Diploma in Practical Nursing -

Kennedy Global School of Business, Inc.