Summary
Overview
Work History
Education
Skills
Timeline
Generic

Matthew Dangelo

Encinitas,CA

Summary

Dynamic banking professional with extensive experience at JPMorgan Chase, excelling in client relationship management and fraud detection. Proven track record in transaction processing and delivering exceptional customer service. Self-motivated and adept at training team members, I thrive in fast-paced environments while ensuring compliance and operational excellence.

Overview

3
3
years of professional experience

Work History

Associate Banker-ME

JPMorgan Chase
San Diego, CA
09.2023 - Current
  • Engaged and connected with clients to further develop long-term relationships
  • Assisted customers with account openings and maintenance.
  • Monitored customer accounts for suspicious activities or potential fraud cases.
  • Utilized banking software to update client accounts and process transactions efficiently.
  • Provided customer service by attending to their inquiries and requests for information.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Completed daily cash balancing and operated maintenance on ATMs.
  • Assisted clients with updating addresses, phone numbers, and name changes in Customer Assist; also performed new debit and credit card reorders. On top of that, I also created new debit cards through product origination.
  • Performed domestic and international wire transfers.
  • Used customer information to tailor recommendations that our licensed bankers followed up with. Such referrals consisted of clients applying for credit cards, sitting down with our financial advisor, and even clients meeting with our HLA.

Associate Banker

JPMorgan Chase
San Diego, CA
09.2023 - Current
  • Performed special services for customers, ordering bank cards and checks.
  • Conducted risk assessments for high-value transactions to prevent fraud and/or branch financial loss.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Completed daily cash balancing and operated ATMs.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Monitored customer accounts for suspicious activities or potential fraud cases.
  • Assisted customers by answering banking questions and recommending solutions.
  • Helped customers understand and use mobile applications and online banking.

Sever

Phoever
San Diego, CA
10.2021 - Current
  • Performed opening and closing duties such as setting up the dining area, restocking supplies.
  • Trained new employees on restaurant procedures and plating techniques.
  • Accurately recorded orders on cash register and point-of-sale system.
  • Presented menus and answered questions regarding items.
  • Greeted guests and provided menus.
  • Took orders from customers accurately and in a timely manner.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Education

High School Diploma -

Sunset Highschool
Encinitas, CA
06-2021

Skills

  • Customer service
  • Client relationship management
  • Account management
  • Due diligence
  • Fraud detection
  • Transaction processing
  • Self-motivated nature

Timeline

Associate Banker-ME

JPMorgan Chase
09.2023 - Current

Associate Banker

JPMorgan Chase
09.2023 - Current

Sever

Phoever
10.2021 - Current

High School Diploma -

Sunset Highschool

Similar Profiles

CREATE PROFILE