Summary
Overview
Work History
Education
Skills
Campus Involvement
Timeline
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Michael Abril

Astoria

Summary

Results-driven banking professional with expertise in client relationship management and digital banking tools. Enhances customer satisfaction through effective problem-solving and attention to detail. Skilled in money handling and database management, supporting team success and client loyalty. Experienced in mentoring staff, improving processes, and resolving conflicts to achieve sales and service targets.

Overview

10
10
years of professional experience

Work History

Associate Banker

JPMorgan Chase
Woodside
11.2024 - Current
  • Enhanced client experience by resolving complex account issues and educating customers on digital banking tools, leading to improved satisfaction and reduced wait times.
  • Built and deepened client relationships through needs-based financial conversations, identifying opportunities for various products aligned with clients’ financial goals.
  • Managed daily cash operations and transactions (deposits, withdrawals, wire transfers, account servicing) with accuracy and adherence to compliance and risk controls, ensuring smooth branch operations.

Sales Support Associate

Madewell
New York
05.2022 - 07.2023
  • Delivered exceptional customer service by efficiently processing transactions and resolving customer inquiries
  • Supported inventory management operations by receiving shipments, organizing stockroom merchandise, and maintaining accurate inventory levels
  • Demonstrated strong attention to detail and time-management skills in a fast-paced retail environment while consistently meeting operational and customer service expectations

Intern

Morgan Stanley
New York
09.2016 - 06.2020
  • Assisted Institutional Equity Division with regulatory and audit assignments, coordinating with auditors to provide necessary documentation
  • Utilized Excel to electronically update clients' agreements in internal database and created master list of client agreements
  • Reviewed client listed options application forms to ensure clear and accurate recording of client data per internal procedures
  • Updated various client documentation trackers to accurately reflect each master agreement amendment in place

Education

B.S. - Finance

Siena College
Loudonville, NY
05-2024

Some College (No Degree) - Study Abroad

Centre D’Études Franco-Américain De Management
Lyon, France

Skills

  • Money handling
  • Financial product knowledge
  • Client relationship management
  • Digital banking tools
  • Data Entry
  • Database Management
  • Microsoft Suite proficiency
  • Familiar with HTML
  • Familiar with CSS
  • Familiar with JavaScript
  • Problem solving
  • Attention to detail
  • Team Collaboration
  • Time Management
  • Adaptability
  • Fluent in Spanish

Campus Involvement

  • Member, Financial Management Association, Loudonville, Loudonville, NY, 01/01/23, 05/31/24
  • Treasurer, Spanish Language and Culture Club, Loudonville, Loudonville, NY, 09/01/22, 05/31/24
  • Secretary, Environmental Club, Loudonville, Loudonville, NY, 11/01/22, 05/31/24
  • Team Captain, Siena Club Soccer, Loudonville, Loudonville, NY, 08/01/20, 05/31/24
  • Tutor, Managerial Finance I, Loudonville, Loudonville, NY, 09/01/23, 11/30/23

Timeline

Associate Banker

JPMorgan Chase
11.2024 - Current

Sales Support Associate

Madewell
05.2022 - 07.2023

Intern

Morgan Stanley
09.2016 - 06.2020

B.S. - Finance

Siena College

Some College (No Degree) - Study Abroad

Centre D’Études Franco-Américain De Management
Michael Abril