Mayra Estrada
JPMorgan Chase
Palos Hills,IL
11
years of professional experience
Motivated leader with demonstrated knowledge of retail industries' best practices and operations. Proven skills in enhancing productivity, efficiency and bottom-line profits by using a value-added and relationship-oriented approach. Bringing on sales experience and ready to take on a challenging and growth-oriented role.
Work History
Private Client Banker- Manager On Duty
3 Years 1 Month- Specialized in managing clients with balances over $150k
- Onboarded clients with qualifying balances to Private Client by explaining benefits and perks of the program
- Uncovered outside assets for clients to consolidate
- Held joint meetings with Private Client Advisors where investment options were presented
Relationship Banker- Manager On Duty
2 Years 1 Month- Take care of customers and make them feel valued by doing the right thing, exceed expectations and have a strong commitment to diversity and inclusion
- Use latest banking solutions combined with cutting edge financial technology to set up self-service options for clients to access their accounts at all times
- Help people make the most of their money by providing financial knowledge and advice tailored to suit their financial needs
- Manage assigned customers and proactively meet with them in person and over the phone to build lasting relationships while providing product service recommendations
- Partner with specialists such as Private Client Advisors, Home Lending Advisors and Business Relationship Managers who can help with customers' specialized financial needs
- Collaborate with colleagues and work as part of the One Chase team to achieve business results by maximizing in efficiency and productivity at the teller window
- Train associate bankers on the account opening process, how to engage with clients and actively listen to uncover strong referral opportunities
- Possess drive and initiative to learn products, services, and procedures quickly and accurately to support the branch, associate bankers, lead associate operator and branch manager
- Plan for the day with meetings scheduled, program follow up and opportunity calls for cold calling and adapt to branch needs throughout the day
- Engage in difficult client interactions, host daily downloads and lead the branch by making tactical decisions when the Branch Manager is not present
- Work directly with the lead associate operator to perform cash shipment, cash audits, and fulfill cash management requirements
Stylist-Assistant Store Manager
11 Months- Followed the selling culture by taking control in asking lifestyle questions as well as using the pull, teach, ask method to suggest pre-dressing room
- Set up dressing rooms with head to toe looks and suggested new pieces to overcome objections
- Deepened relationships to able to pick up on clients sense of style and exchanged contact information to set up future styling appointments
- Recruited, interviewed and trained new hires to be styling experts and to live by Akira's mantra "Relentlessly obsessively at your service"
- Ran the sales floor by communicating with the team via walkie talkies about floor awareness, held periodic huddles, coached in the moment and gave hourly sales reads for motivation
- Assigned individual monthly goals based on the store goal provided and set daily selling expectations for each team member
- Kept up with the daily sales report to view the on track percentage to meet goal for the month
- Did mark downs, received new shipment and restocked the sales floor while keeping its aesthetic
- Styled mannequins to exhibit trending styles and to meet visual standards
- Requested and transferred out inventory based on the weekly selling report that was categorized by most/least sold items
Manager
3 Years 6 Months- Payed out all store expenses, made store deposits and traced any shortages
- Performed store inventory and restocked to satisfy store demands
- Trained employees with techniques that would increase their selling productivity
- Kept the store methodically arranged by integrating bathroom cleaning schedules, lunch breaks, as well as a code of conduct
- Purchased store events and hosted them to help bring customers' attention
- Made employees schedules, approved hours prior to submitting to accountant and printed out payroll checks
- Tracked employees monthly sales, paid commission and gave them opportunities to win gift cards
- Studied Metro by T-mobile's compensation guidelines to make sure opportunities given to dealers were taken advantage of and that sales were valid to avoid chargebacks or losses
- Insured employees were always up to par with new upcoming promotions by having them join training calls and complete required online training
- Accountable for satisfying corporate goals and focuses for each month by making sure constant input of improvement was reflected on corporate scorecard
Sales Representative
1 Year 4 Months- Demonstrated a strong understanding of individualized client needs by adapting sale techniques to persuasively communicate with clients
- Displayed familiarity with features, benefits, product differences, pricing and campaigns for wireless services and devices
- Increased customer's understanding of MetroPCS products and pricing models as well as competitive advantages over other service providers
- Forged and nurtured impactful relationships with customers to cultivate loyalty, boosting customer satisfaction ratings
- Up-sold customers by recommending accessories and promotions as well as cross-sold complementary products to increase revenue
- Updated sales strategies and marketing channels to increase overall profitability
Skills
Fluent Spanish/English speaker
reader and writer
High customer service standards and experienced in cultivating client relationships
Professional and thorough with strong follow up skills
Ability to influence
educate and connect with clients
Fast paced
quick learner and capable of multitasking
Adherence to policies and procedures to be able to resolve issues
Good computer
organization and communication skills
Dedicated to process improvement with commitment to a long-term career
Possess of SIE
FINRA Series 6
63 and Life Insurance Licenses
Continued verifiable success in new client acquisition and revenue generation
Accomplishments
- Dealer of the month in May and October of 2018 as well as in June of 2019
- Made it to the 1K Club multiple times for having high roller sales
- Was part of the record books new all time high in March's historical revenue 2021
- Ranked first place in incentives generated out of approx. 20+ bankers in the South Shore Market in September 2022
- Ranked first place in incentives generated out of approx. 30+ bankers in the Central South West Market in December 2023
- Ranked third place in incentives generated out of approx. 70+ bankers in the Dupage Market in February 2026
Metro by T-mobile
Akira
JPMorgan Chase
Timeline
Private Client Banker- Manager On Duty
JPMorgan Chase
07.2023 - CurrentRead More
Relationship Banker- Manager On Duty
JPMorgan Chase
05.2021 - 06.2023Read More
Stylist-Assistant Store Manager
Akira
05.2020 - 04.2021Read More
Manager
Metro By T-mobile
07.2016 - 01.2020Read More
Sales Representative
MetroPCS
03.2015 - 07.2016Read More