Seeking a position utilizing eleven years of prior knowledge and experience with the opportunity for professional development and growth.
Overview
12
12
years of professional experience
Work History
Branch Complaint Escalation Group
JPMorgan Chase
03.2023 - 11.2024
Analyzed complaint data to identify root causes, trends, issues and regulatory concerns.
Conducted quality control reviews on complaint data and addressed results with colleagues to influence positive change.
Worked with stakeholders to help create and revise customer complaint monitoring, manage training and enforce policies and procedures.
Prioritized urgent cases, ensuring prompt attention was given to mitigate potential escalations or legal issues.
Enhanced customer satisfaction by diligently addressing and resolving complaints in a timely manner.
Wire Specialist (Private Client)
JP Morgan Chase
09.2018 - 03.2023
Process wire transfers for clients maintaining a balance of $150,000 or more
Educate the clients on the requirements of the wire process
Execute both domestic and international wire transfers via phone and email
Developed strong relationships with internal stakeholders such as Relationship Managers, Compliance Officers, and Operations teams to ensure smooth transaction processing.
Supported business growth initiatives by conducting research on potential markets for expansion of wire services offerings.
Senior Banker(Private Client)
JP Morgan Chase
07.2017 - 09.2018
Proficient in Products and Services offered by Chase
Carried out special services for customers, such as ordering bank cards and checks
Provided online assistance
Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
Consumer Online Technical Support(COTS)
JP Morgan Chase
01.2015 - 07.2017
Assist Consumer customers with various needs ranging from online services via website to setting up Personal Financial Management services
Provided daily dedicated support to consumer customers
Resolve escalated online issues
Enhanced system efficiency by identifying and resolving complex technical issues.
Improved end-user experience by providing efficient customer support on various technical issues, resulting in increased satisfaction rates.
Account Specialist I
JP Morgan Chase
05.2013 - 01.2015
Document customer account activities thoroughly and concisely
Strong customer focus with the ability to have detailed conversations with our customers
Make appropriate decisions on behalf of our customers quickly and effectively
Navigate multiple technologies while staying engaged with our customers
Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
Completed routine and complex account updates to resolve problems.
Education
Associates of Applied Science - Computer Electronic Engineering Technology
ITT Technical Institute
Houston, TX
09.2008
Skills
Follow-up skills
Problem-solving skills
Customer service excellence
Teamwork skills
Phone Etiquette
Call center experience
Initiatives
Peer Coach For the Leadership Program
Special Projects
Timeline
Branch Complaint Escalation Group
JPMorgan Chase
03.2023 - 11.2024
Wire Specialist (Private Client)
JP Morgan Chase
09.2018 - 03.2023
Senior Banker(Private Client)
JP Morgan Chase
07.2017 - 09.2018
Consumer Online Technical Support(COTS)
JP Morgan Chase
01.2015 - 07.2017
Account Specialist I
JP Morgan Chase
05.2013 - 01.2015
Associates of Applied Science - Computer Electronic Engineering Technology