Lizette Garcia
Miami,FL
Summary
Dedicated client service professional with experience delivering personalized support in banking environments while maintaining professionalism, confidentiality and attention to detail. Recognized for strong communication, organization and the ability to build trust with clients.
Overview
17
17
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Miami, Florida
08.2022 - Current
- Processed customer transactions with attention to accuracy and efficiency, ensuring smooth service delivery.
- Educated customers on features and benefits of banking products, enhancing their financial decision-making.
- Collaborated with team members to meet service goals, contributing to overall team performance.
Recruiter
JPMorgan Chase
Miami, Florida
01.2021 - 06.2022
- Collaborated with hiring managers to align staffing strategies with job requirements.
- Managed candidate pipelines through effective communication and follow-ups.
- Reviewed resumes and conducted phone screens to streamline candidate selection process.
Relationship Banker
JPMorgan Chase
Miami, Florida
01.2014 - 12.2020
- Delivered financial advice and assistance in account, loan, and investment setup.
- Conducted regular portfolio reviews to identify opportunities for additional financial products.
- Collaborated with team members to create innovative solutions that met customer needs.
- Ensured alignment of customer solutions with profitability objectives.
Chase Private Client Sales and Service Associate
JPMorgan Chase
Miami Beach, Florida
01.2012 - 12.2014
- Streamlined onboarding process for new customers to Chase Private Client.
- Teamed with Chase Private Banker to improve customer service delivery, enhancing overall client experience.
- Personalized client interactions to drive loyalty and enhance solution implementation.
- Processed timely and accurate account maintenance updates, keeping all records current, accurate and compliant.
Teller
JPMorgan Chase
Miami, Florida
04.2009 - 12.2011
- Provided exceptional service to customers both in person and over the telephone.
- Processed customer transactions with accuracy and timeliness, ensuring customer satisfaction.
- Assisted clients with account inquiries and service requests, fostering positive relationships and trust.
Education
High School Diploma -
Miami Senior High School
Miami, FL05-2007
Skills
- Customer service excellence
- Attention to detail
- Multitasking
- Team collaboration
- Strong communication
Languages
Spanish
Native/ Bilingual
Timeline
Associate Banker
JPMorgan Chase
08.2022 - Current
Recruiter
JPMorgan Chase
01.2021 - 06.2022
Relationship Banker
JPMorgan Chase
01.2014 - 12.2020
Chase Private Client Sales and Service Associate
JPMorgan Chase
01.2012 - 12.2014
Teller
JPMorgan Chase
04.2009 - 12.2011
High School Diploma -
Miami Senior High School