Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about banking practices and documentation requirements.
Overview
2
2
years of professional experience
Work History
Account Specialist
JPMorgan Chase
Heathrow, FL
02.2022 - Current
Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
Adhered to standards of quality and service as well as all JPMC compliance requirements.
Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
Flex Team Account Specialist
JPMorgan Chase
Heathrow, FL
04.2022 - 08.2022
Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
Stayed informed of industry trends and local events impacting service, contributed to set schedule for schedule based on customer call levels.
Maintained high-quality customer interactions by promptly answering inquiries and providing accurate information.
Banker Helpline Specialist
JPMorgan Chase
Heathrow, FL
11.2023 - 05.2024
Assisted banker with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong banker relationships, providing exceptional service and advice.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Balanced teller drawers and ATM cash.
Streamlined operations, implementing efficient processes to improve overall productivity and performance.
Education
High School Diploma -
Haines City Senior High School
Haines City, FL
06.2015
Skills
Account Administration
Customer relationship development
Document Management
Microsoft Office proficiency
Client Engagement
Recordkeeping abilities
Due diligence
Customer Engagement
Account Servicing
Report Writing
Accomplishments
Achieved Top Score Card for the month of Oct - Nov by maintaining good surveys.