Marin Azad
Queens,NY
Summary
Warm, friendly Branch Service Leader with 24 years in improving customer service and employee morale for JP Morgan chase N .A Developed and implemented policies to improve customer service and increase repeat business. Creative problem-solving and excellent negotiation skills improved outcomes for customers and employees.
Overview
26
26
years of professional experience
Work History
Branch Manager
JPMorgan Chase
Brooklyn , NY
06.2015 - Current
- Worked successfully with a diverse group team to accomplish goals and address issues related to our products and services.
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Identified needs of customers promptly and efficiently.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Assisted with customer requests and answered questions to improve satisfaction.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Maintained open communication with team members and stakeholders, resulting in successful
- Exceeded customer satisfaction by finding creative solutions to problems.
- Recognized by management for providing exceptional customer service.
- Maintained schedule for the team and customers to improve the overall branch needs
- Worked successfully with diverse group of team to accomplish customers financial goals and address issues related to our products and services.
- Make plan for the reach out all the assign customers and schedule the appointments to meet the financial needs and use one chase partners .
- Acts as the standard bearer of Chase and creates a world-class customer experience
- Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
- Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
- Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
- Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
- Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
- Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch.
Chase Private Client Banker
JPMorgan Chase
Brooklyn, NY
04.2012 - 12.2014
- As a chase private client Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to
- Collaborated with internal teams such as operations and compliance to ensure smooth functioning of all processes.
Relationship Banker
JPMorgan Chase
Brooklyn, NY
04.2007 - 12.2012
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Identified financial needs of customers and presented appropriate product and service options.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
Chase Lock Box
JPMorgan Chase
Brooklyn, NY
03.1998 - 02.2007
- Analyzed financial records to ensure accuracy of information provided by clients.
- Tracked deadlines associated with filing extensions and other requirements imposed by law.
- Filed amended returns as requested by taxpayers or mandated by the IRS.
Education
Associate of Science -
ASA College
Brooklyn, NY03-1999
Bachelor of Arts -
National University College - Bangladesh
Bangladesh06-1996
Skills
- Staff Development
- Sales Management
- Operations Management
- Business Development Expertise
- Employee Development
- Performance Reviews
- Work Prioritization
Languages
Bengali
Professional
Hindi
Professional
Urdu
Professional
Timeline
Branch Manager
JPMorgan Chase
06.2015 - Current
Chase Private Client Banker
JPMorgan Chase
04.2012 - 12.2014
Relationship Banker
JPMorgan Chase
04.2007 - 12.2012
Chase Lock Box
JPMorgan Chase
03.1998 - 02.2007
Associate of Science -
ASA College
Bachelor of Arts -
National University College - Bangladesh