Maribel Licona
Lafayette,IN
Summary
Bilingual client-centered relationship banker with over 10 years of banking experience. I have strong organizational and communication skills that allow me to interact with customers in a professional and confident manner. Solid track record of up selling working with partners to meet both lending and investing needs to meet companies goals. Skilled at maximizing client satisfaction utilizing leadership qualities and technical skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
JPMorgan Chase - Private Client Banker SB/Manager on Duty
Chase Bank
05.2018 - Current
- Manage a portfolio of clients with responsibility to build and strengthen relationships
- Conduct customer appointments and talk with clients to understand their situation to educate available services.
- Contact clients periodically to determine any changes on their finances.
- Respond to all client inquiries and concerns to provide solutions in a timely manner.
- Engage in client outreach efforts, such as outbound cold-calling and referring to partners.
- Develop relationships with business partners to increase cross-sell opportunities and achieve sales goals.
- High potential account knowledge
JPMorgan Chase - Lead Teller Operation Specialist
Chase Bank
06.2015 - 10.2017
- Complete all essential training courses including required compliance and regulatory training.
- Manage opening and closing times for the main branch.
- Balance daily cash deposits and bank vaults with minimum error.
- Train employees on cash drawer operations, Adhering to chase policies, security and audit procedures.
- Delivering professional and excellent customer service.
- Maintaining confidentiality of bank records and client information to prepare for annual audit.
Education
Cosmetology License - Cosmetology Education
Christina And Company Education Center
Lafayette, IN10.2008
High School Diploma -
Jefferson High School
Lafayette, United States05.2006
Skills
- Customer Service-Oriented
- Investment Opportunity Identification
- Verbal and Written Communication
- Salesforce
- Persuasive Communication Style
- Fluent in Spanish
Certification
- Indiana Notary Public
- Certified, Series 6, 63 & Indiana Life Insurance
- Securities Industry Essentials (SIE)
Timeline
JPMorgan Chase - Private Client Banker SB/Manager on Duty
Chase Bank
05.2018 - Current
JPMorgan Chase - Lead Teller Operation Specialist
Chase Bank
06.2015 - 10.2017
Cosmetology License - Cosmetology Education
Christina And Company Education Center
High School Diploma -
Jefferson High School