Summary
Overview
Work History
Education
Skills
Licenses
References
Timeline
Generic

Max Bardach

York,NY

Summary

Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.

Overview

9
9
years of professional experience

Work History

Licensed Relationship Banker

JPMorgan Chase
02.2023 - Current
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Assisted customers with completing required forms for opening and closing bank accounts.

Customer Service Representative 1

TD Bank
08.2022 - 01.2023
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered constant flow of customer calls with minimal wait times.
  • Answered customer telephone calls promptly to avoid on-hold wait times.

Bank Teller

Chase Bank
11.2018 - 11.2020
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Bartender

Heartland Brewery
06.2017 - 10.2018
  • Served high customer volumes during special events, nights, and weekends.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Kept bar presentable and well-stocked to meet customer needs.
  • Followed alcohol awareness procedures for preventing excessive guest intoxication.

Server

Heartland Brewery
06.2014 - 10.2018
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Cultivated warm relationships with regular customers.
  • Maintained clean and organized dining areas to uphold restaurant hygiene standards.

Education

High School Diploma -

Yorktown High School
06.2013

Skills

  • Policy Development and Implementation
  • Recordkeeping Requirements
  • Employee Motivation
  • Sales Expertise
  • Customer Needs Assessments
  • Account Audits

Licenses

SIE , Series 6, Series 63 Securities Licensed in NY

NY Life Insurance Licence

References

Alex De Los Santos - # 917-609-1786 Chase Branch Manager

Nicholas Fanzo - # 845-216-2255 TD Bank Branch Manager

Jorge Gonclaves - # 201-780-7608 Heartland Brewery Manager

Tressa Guy - # 646-352-2688

Timeline

Licensed Relationship Banker

JPMorgan Chase
02.2023 - Current

Customer Service Representative 1

TD Bank
08.2022 - 01.2023

Bank Teller

Chase Bank
11.2018 - 11.2020

Bartender

Heartland Brewery
06.2017 - 10.2018

Server

Heartland Brewery
06.2014 - 10.2018

High School Diploma -

Yorktown High School

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Max Bardach