Latarsha Harrell
Fort Worth,TX
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
7
7
years of professional experience
Work History
Relationship Banker
J.P. Morgan Chase Bank
03.2024 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Client Service Representative II
Bank Of America
11.2023 - 03.2024
- Streamlined communication for improved efficiency by creating a centralized system for tracking client requests
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Associate Banker
J.P. Morgan Chase Market Expansion
10.2021 - 06.2023
- Completed highly accurate, high-volume calls 20 daily
- Opened, closed and updated accounts for customers
- Provided advice on different bank products and financial options
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance
- Developed customized solutions of deposit, lending and other products for small business customers
- Greeted customers and offered assistance for increased customer satisfaction
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Wire Transfer Specialist
Wells Fargo
10.2017 - 10.2021
- Executed wire transfers, stop payments and account transfers
- Handled various accounting transactions
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
Education
Associate of Arts - Business
Valencia College
Orlando, FL08.2014
Skills
- Financial Skills
- Management Skills
- Product knowledge
- Efficient and Detail-Oriented
- Interpersonal Communication
- Computer Proficiency
- Analytical
- Data analysis
- Client relationship building
Accomplishments
- Top Lead Performer in Sales
- Employee of the Month” in 2017-2020 At Hilton Grand Vacations
- Mentored and trained new employees
- Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions
- Well-versed in solving routine and complex financial problems
- Good communication, multitasking, and conflict-resolution skills.
Timeline
Relationship Banker
J.P. Morgan Chase Bank
03.2024 - Current
Client Service Representative II
Bank Of America
11.2023 - 03.2024
Associate Banker
J.P. Morgan Chase Market Expansion
10.2021 - 06.2023
Wire Transfer Specialist
Wells Fargo
10.2017 - 10.2021
Associate of Arts - Business
Valencia College
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