Summary
Overview
Work History
Education
Skills
Certification
Timeline
Barista
Madison Lizarraga

Madison Lizarraga

Grand Prairie,TX

Summary

Dynamic professional with a proven track record at JPMorgan Chase, excelling in relationship building and customer service. Expert in financial planning and credit assessment, I have successfully enhanced client satisfaction and retention through personalized solutions and effective communication. Committed to achieving organizational goals while fostering strong client connections.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
12.2022 - 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.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Managed 350 customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.

Human Resources

McDonald's
06.2014 - 09.2022
  • Partnered closely with other departments like sales or human resources to align communication efforts with overall organizational goals.
  • Handled confidential information with discretion while assisting in sensitive human resources matters such as performance evaluations or personnel changes.
  • Managed human resources functions such as payroll processing, benefits administration, and personnel recordkeeping in an accurate and timely manner for 5 restaurants
  • Collaborated with human resources to refine hiring processes, resulting in reduced turnover rates and improved employee retention.
  • Collaborated with Human Resources Department regarding background checks on potential employees resulting in a more secure hiring process.
  • Worked closely with human resources professionals to provide guidance on difficult personnel decisions to minimize risk exposure for employers.

Education

Bachelor of Arts - Business Administration

California State University, Fresno
Fresno, CA
05-2018

Associate of Arts - Business Administration

Fresno City College
Fresno, CA
06-2016

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial planning
  • Credit assessment
  • Time management
  • Active listening
  • Sales strategies
  • Market research
  • Portfolio management
  • Cross-functional collaboration

Certification

  • FINRA SERIES 6 Licensed
  • NASAA SERIES 63 Licensed
  • FINRA SIE Licensed

Timeline

Relationship Banker

JPMorgan Chase
12.2022 - Current

Human Resources

McDonald's
06.2014 - 09.2022

Bachelor of Arts - Business Administration

California State University, Fresno

Associate of Arts - Business Administration

Fresno City College

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