Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Lindsey Young

Lindsey Young

Kokomo,IN

Summary

Dynamic leader with a proven track record at JPMorgan Chase, enhancing operations and client satisfaction. Excelled in staff training and client relationship management, boosting customer service success rates significantly. Demonstrates exceptional adaptability and professionalism, driving continuous improvement and team collaboration. Achieved notable revenue growth through strategic focus and exemplary service delivery. Talented LAO

goes above and beyond basic administrative tasks and takes on multiple projects at once. Excellent work ethic and strength in boosting company morale.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Lead Associate Operations

JPMorgan Chase
07.2023 - Current
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Built strong relationships with customers through positive attitude and attentive response.
  • Supported office business development and customer service.
  • Coordinated weekly meetings for internal and external groups.
  • Assisted with new hire processing and existing training programs.
  • Provided administrative support to principal in areas of calendar management, domestic and international travel arrangements and reconciliation of personal bank accounts.
  • Maintained team flexibility and embraced change to adapt within dynamic markets.
  • Initiated timely response to emails, voicemails, and written correspondence.
  • Worked with colleagues to create prototypes for designs and training materials.
  • Modeled exceptional customer service and mentored associates on direct link between revenue growth and customer loyalty.
  • Facilitated training for associates through daily coaching and regular performance appraisals.
  • Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.
  • Performed wide-ranging administrative, financial and service-related functions.
  • Managed data and correspondence to secure information across complex landscapes of organizational departments.
  • Completed daily logs for management review.
  • Developed and implemented strategies to streamline office operations.
  • Increased customer service success rates by quickly resolving issues.

Branch Coordinator

Truist Bank
05.2022 - 07.2023
  • Performed duties in office environment during operating hours.
  • Remained calm and professional in stressful situations.
  • Ordered supplies, created purchase orders and entered orders into inventory.
  • Coordinated and assigned service call requests.
  • Maintained scheduling for main branch to keep shifts appropriately staffed.
  • Balanced operational awareness with customer focus.
  • Assessed employee performance and developed improvement plans.
  • Maintained friendly and professional customer interactions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Consulted customers to boost product sales and services.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.

Assistant Manager

First Heritage Credit LLC
02.2019 - 05.2020
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Mentored team members to enhance professional development and accountability in workplace.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Made hiring recommendations to increase company's productivity and profitability with quality workers.
  • Defined clear targets and objectives and communicated to other team members.

Retail Relationship Banker

Woodforest Bank
11.2015 - 05.2019
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Increased daily sales by [Number]% by upselling banking products and financial services to customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Continually boosted branch production and revenue by [Number]% by consistently meeting all monthly and quarterly sales goals.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Helped clients make informed decisions about financial future.
  • Informed clients of strategies for reducing debt and maximizing savings.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Assisted clients with budgeting and cash flow management.

Education

High School Diploma -

Stanley High School
09.2016

Skills

  • Operations Management
  • Staff Training
  • Client Relationship Management
  • Transaction Processing
  • Audit preparation
  • Employee Supervision
  • File Maintenance
  • Records Management
  • Supply Restocking
  • Materials Distribution
  • Calendar Management
  • Meeting planning
  • Professionalism
  • Adaptability
  • Self Motivation
  • Multi-line phone proficiency
  • Multitasking
  • Goal Setting
  • Teamwork and Collaboration
  • Relationship Building
  • Time management abilities
  • Professional and mature
  • Time Management
  • Organizational Skills
  • Active Listening
  • Documentation and Recordkeeping
  • Filing and data archiving
  • Continuous Improvement

Certification

  • Licensed Notary - Dec 2023-Nov-2031

Timeline

Lead Associate Operations

JPMorgan Chase
07.2023 - Current

Branch Coordinator

Truist Bank
05.2022 - 07.2023

Assistant Manager

First Heritage Credit LLC
02.2019 - 05.2020

Retail Relationship Banker

Woodforest Bank
11.2015 - 05.2019

High School Diploma -

Stanley High School

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Lindsey Young