Massiel Reyes
Brooklyn
Summary
Developed strong financial analysis and customer service skills in fast-paced banking environment. Known for exceptional attention to detail and ability to handle complex transactions efficiently. Seeking to transition into new field, bringing dedication to delivering high-quality service and achieving positive outcomes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Banker
JPMorgan & Chase
New York, NY, USA
04.2023 - Current
- Oversee client relationship with a combined asset portfolio exceeding 50 million
- Collaborate with the Business Relationship Manager to support business owners with credit, cash management, and merchant service needs.
- Develop and maintain strong client relationships leading to high retention rates and referrals.
- Ensure compliance with banking regulations and risk management policies while maintaining a client-first approach.
- Manage daily operations of bank branch, including cash handling and balancing.
- Conduct regular meetings with customers to review their financial goals and objectives.
- Connect customers to appropriate teammate to help achieve financial goals.
Associate Banker-ME
JPMorgan Chase
New York, NY
05.2017 - 04.2023
- Managed client accounts, ensuring accurate transaction processing and compliance with regulations.
- Assisted clients with account inquiries, providing timely resolutions and enhancing customer satisfaction.
- Collaborated with team members to streamline operations and improve service delivery efficiency.
- Trained new associates on banking procedures, fostering a knowledgeable and effective team environment.
- Sole Custodian for four cash vaults
- Ordered cash for the branch and E/ATM weekly
- Ensured supplies were ordered and stocked
- Scheduled audits for E/ATMs, vaults and employees cash box
Education
HOSPITALITY MANAGEMENT - undefined
New York City College of Technology
BrooklynTRAVEL, TOURISM, AND HOSPITALITY - undefined
LaGuardia Community College
QueensCertification
- SIE, 2019-06-01
- Health and Life Insurance
- Series 63 & 6, 2017-06-01
Languages
Spanish
Timeline
Banker
JPMorgan & Chase
04.2023 - Current
Associate Banker-ME
JPMorgan Chase
05.2017 - 04.2023
HOSPITALITY MANAGEMENT - undefined
New York City College of Technology
TRAVEL, TOURISM, AND HOSPITALITY - undefined
LaGuardia Community College