Summary
Overview
Work History
Skills
Timeline
Generic

Michael Head

Dawsonville,GA

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

9
9
years of professional experience

Work History

Private Client Banker- SBS/MOD

JPMorgan Chase
03.2018 - Current
  • Also held title of Teller/PB/RB-SBS/MOD throughout tenure with Chase.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Maintained a book of high net worth clients and proactively engaged clients by phone or in branch at least once a quarter
  • Continued to provide value to my clients through JPMorgan partners through referrals to JPMorgan or business banking specialists
  • Was a resource for both our main branch location and our companion site for any questions or issues that may arise
  • Assisted clients with more complex life changes such as setting up trust accounts or coming up with alternative solutions for their funds
  • Maintained a fun and friendly culture in the branch as part of the leadership team and made sure I was available for any questions or concerns
  • Engaged with business clients to proactively find solutions for issues they may experience later down the road.

Lead Guest Service Associate

Target
06.2015 - 07.2019
  • Utilized variety of organizational and communication skills to drive guest satisfaction.
  • Remedied issues quickly and effectively through active listening, conflict resolution, and dynamic communication skills.
  • Lead team of 15-20 associates to ensure proper guest satisfaction as well as employee satisfaction.
  • Ensured product placement throughout entire sections to ensure regulatory and company requirements.
  • Responded to customer requests for products, services, and company information.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.

Skills

  • Portfolio Management
  • Compliance knowledge
  • Client acquisition and retention
  • Relationship building and management
  • Customer Service-Oriented
  • Creative Thinking

Timeline

Private Client Banker- SBS/MOD

JPMorgan Chase
03.2018 - Current

Lead Guest Service Associate

Target
06.2015 - 07.2019

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Michael Head