Mackenzie Brum
Madera,CA
Summary
Recent Business Administration graduate specializing in Financial Planning, with a 3.94 GPA and practical experience in retail banking and insurance sales. Seeking an entry-level position in financial services to leverage strong academic foundation and client-facing skills. Eager to contribute excellent interpersonal abilities while developing expertise through comprehensive training and mentorship. Committed to ongoing professional development, including pursuit of CFP certification, to provide comprehensive financial planning and advisory services.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Banker
JPMorgan Chase
Carmel Valley, CA
09.2023 - 07.2024
- Assisted customers with everyday transactions including deposits, withdrawals, payments, and reordering debit cards
- Provided basic account maintenance
- Welcomed customers, managed lobby traffic, and scheduled meetings to ensure a positive customer experience
- Educated customers on self-service options and performed various branch operations to maintain efficient service delivery
- Developed and maintained long-lasting relationships with clients, focusing on understanding their financial needs and goals
- Actively promoted and assisted in selling Chase credit cards and account upgrades
- Identified opportunities to enhance customer financial portfolios through Chase products and services.
Insurance Producer
Pinnacle Agency
San Jose, CA
12.2019 - 09.2023
- Networking and prospecting through social media and official Business Presentation Meetings, consulting with potential new clients/leads
- Fully investigate and determine the suitability of a potential policy holder, assist in the application process, acquiring all necessary information for the approval process
- Acquired Certified Field Trainer promotion to train new Associates in the agency
- Must be exceptionally coachable throughout my work in order to grow and deliver quality advice and training to my clients and trainees
- Attaining new licenses and maintaining my current licenses.
Server/Bartender/Supervisor
The Point Patio Bar and Bistro
Clovis, CA
01.2021 - 07.2022
- Balancing 6 to 10 tables at a time, working with full-service bar, pairing wine and whiskey with food, creating meaningful experiences for guests
- Building a multitude of cocktails with all proper bar tools: Jiggers, strainers, spoons, etc., while connecting and building genuine relationships with guests to produce quality regulars
- Delivered high quality service, managing all banquet room events, assisting in P.O.S management, quality control, and dealing with customer conflicts.
Sales Associate
Orangetheory Fitness
Morgan Hill, CA
10.2019 - 03.2020
- Checking in members, reconciling classes, assisting members with membership inquiries, handling various payment methods, organizing, tracking, and inquiring about payment dues
- Prospecting and generating leads through online data applications, emails, phone calls, and walk-ins, imputing and tracing lead and member information through CRM software, following up with leads daily, and onboarding members
- Acquired CPR Certification
Valet/Bellman/Supervisor
Santa Rosa Hyatt Regency
Santa Rosa, CA
10.2018 - 08.2019
- Built strong lasting relationships with guests through assisting them with any complications that seemed fit to my abilities
- Pursued personal research in local trends in an unfamiliar area in order to recommend restaurants, wineries, museums, parks etc
- Acquired and organized guests vehicle information, safely securing and accounting for all keys, and taking care of their valuables
- Enforced safety guidelines on the drive, produced employee schedules, and managed payroll.
Education
Bachelor of Science - Business Administration with a concentration in Accounting/Financial Planning
California State University Monterey Bay
05.2024
Associates of Science - Sustainable Hospitality Management
Monterey Peninsula College
12.2020
Skills
- Financial: Financial planning, risk management, investment analysis, underwriting, sales
- Technical: Excel, Emoney, CRM software, banking software, insurance industry tools
- Analytical: Data analysis, problem-solving, critical thinking
- Soft Skills: Customer service, relationship building, communication, coaching, adaptability
Certification
- Accident and Health or Sickness Life Insurance Producer License, Expired: 04/01/24
- Anti Money laundering Certification, Current
Attributes
- Solid academic foundation in financial planning principles and practices
- Proven ability to build rapport and maintain positive client relationships
- Developing understanding of insurance products and retail banking services
- Strong analytical and problem-solving skills with attention to detail
- Excellent communication skills, adept at explaining basic financial concepts to diverse clientele
- Highly motivated to learn and grow within the financial services industry
- Committed to ongoing professional development and ethical practices
Coursework
- Risk Management and Tax Planning
- Investment
- Estate Plans and Conduct
- Personal Financial Management
- Principles of Management
- Operations Management
- Marketing Strategies
- Hospitality Management
- Microeconomics
- Macroeconomics
- Managerial Accounting
- Financial Accounting
- Business Statistics
- Business Information Systems
- Business Finance
- Business Law
- Business Analytics Fundamentals
Timeline
Associate Banker
JPMorgan Chase
09.2023 - 07.2024
Server/Bartender/Supervisor
The Point Patio Bar and Bistro
01.2021 - 07.2022
Insurance Producer
Pinnacle Agency
12.2019 - 09.2023
Sales Associate
Orangetheory Fitness
10.2019 - 03.2020
Valet/Bellman/Supervisor
Santa Rosa Hyatt Regency
10.2018 - 08.2019
Bachelor of Science - Business Administration with a concentration in Accounting/Financial Planning
California State University Monterey Bay
Associates of Science - Sustainable Hospitality Management
Monterey Peninsula College
Similar Profiles
PASTELL JENKINSPASTELL JENKINS
Vice President of Operations at JPMorgan Chase, JPMorgan Chase & CoVice President of Operations at JPMorgan Chase, JPMorgan Chase & Co
Supraj CBSupraj CB
Analyst at JPMorgan Chase, JPMorgan Chase & CoAnalyst at JPMorgan Chase, JPMorgan Chase & Co
Noemie VillanuevaNoemie Villanueva
Retail Banking Associate at JPMorgan Chase, JPMorgan Chase & CoRetail Banking Associate at JPMorgan Chase, JPMorgan Chase & Co
Kimberly De La RosaKimberly De La Rosa
Waitress at JPMorgan Chase, JPMorgan Chase & CoWaitress at JPMorgan Chase, JPMorgan Chase & Co
Kathryn SierraKathryn Sierra
RN Case Manager at Hinds Hospice Pediatric ProgramRN Case Manager at Hinds Hospice Pediatric Program