Marisela Neri
Midland
Summary
Professional banker with substantial experience in financial services, relationship management, and customer satisfaction. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Skilled in client consultations, transaction processing, and compliance with financial regulations. Reliable, results-driven, and equipped with solid background in banking operations and customer service.
Overview
9
9
years of professional experience
Work History
Associate Banker
JpMorgan Chase Bank
05.2018 - Current
- Facilitated customer transactions, ensuring accuracy and efficiency in cash handling.
- Managed client inquiries, providing tailored solutions to enhance satisfaction and retention.
- Collaborated with team members to streamline account opening procedures, reducing turnaround time.
- Analyzed customer feedback to identify areas for service enhancement and drove actionable improvements.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Improved referral rates from satisfied clients by building strong relationships based on trust transparency.
- Educated customers on features and benefits of banking products and services.
- Established rapport with new clients to increase satisfaction and loyalty.
Financial Associated
Bank of America
09.2016 - 03.2018
- Analyzed financial data to identify trends and inform investment strategies.
- Collaborated with cross-functional teams to enhance customer service delivery.
- Managed client portfolios, ensuring alignment with financial goals and risk tolerance.
- Collaborated with cross-functional teams to develop comprehensive financial models for business forecasting.
- Maintained knowledge of new investment products and assisted in developing sales strategies.
- Analyzed financial data to support budgeting and forecasting processes.
- Developed comprehensive reports to present insights on financial performance.
Education
High school or equivalent -
Bowie High School
El Paso, Tx06.2008
Skills
- Detail Orientated,
- Reliable
- Communication
- Organization
- Financial planning
- Sales proficiency
- Personable and Team Player
Languages
Spanish
Full Professional
Timeline
Associate Banker
JpMorgan Chase Bank
05.2018 - Current
Financial Associated
Bank of America
09.2016 - 03.2018
High school or equivalent -
Bowie High School