MICHELLE ECHEVERRIA
JPMORGAN CHASE
Ormond Beach,FL
2
Languages
1
Certification
13
years of professional experience
Results-driven banking and customer service professional with over 13 years of experience building strong client relationships and delivering exceptional customer experiences. Experienced banker with a proven ability to understand clients’ financial needs, provide personalized solutions, and build long-term relationships based on trust and service. Skilled in sales, relationship management, financial products, customer retention, and identifying opportunities to deepen client relationships. Recognized for strong communication, professionalism, problem-solving, and a genuine commitment to helping clients achieve their financial goals.
Work History
RELATIONSHIP BANKER
1 Year 8 Months- Build and maintain strong client relationships while providing personalized banking solutions.
- Identify customer needs and recommend appropriate deposit, lending, investment and financial products.
- Deepen existing relationships through proactive outreach, referrals and cross-selling.
- Deliver an exceptional client experience while meeting sales, service and compliance expectations.
- Educate customers on digital banking and self-service tools to improve convenience and engagement.
PERSONAL BANKER
3 Years 9 Months- Provided financial guidance to customers to meet their short- and long-term financial goals.
- Processed and managed customer accounts for saving, checking, lending and investment needs.
- Connected regularly with existing customers to cross-sell available products and develop presentations to engage potential customers in bank offerings.
- Demonstrated self-service options available via ATM locations and online, helping clients exploit valuable and convenient transaction opportunities.
- Tracked changing retail consumer and small business products to offer each customer optimized solutions.
- Supported the teller team by helping with advanced customers and stepping in during busy periods to manage customer flow.
- Investigated and resolved client account errors, correcting bank records and eliminating discrepancies.
GENERAL MANAGER
1 Year 4 Months- Trained over 50 employees on business principles, best practices, protocol and system usage.
- Delivered exceptional client experiences through hands-on leadership of associates and managers.
- Tracked hourly sales to generate reports for business development planning.
- Implemented effective customer service surveys to encourage feedback.
- Forecasted sales, allocated resources and managed labor to improve productivity metrics by 5%.
- Established clear performance goals and metrics for revenue, P&L, customer service and customer retention.
SHIFT MANAGER
6 Years 1 Month- Managed schedules, accepted time off requests and found coverage for shifts.
- Positioned skilled staff in key areas throughout shift to optimize department productivity.
- Upheld company standards and compliance requirements for operations and cleanliness of all areas.
- Leveraged market knowledge and leadership ability to help drive profit increases.
- Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.
Education
- People Management, Inventory Management and Customer Service
Completed coursework in
HIGH SCHOOL DIPLOMA
Skills
Customer service focus
Sales team development
Excellent communication
Able to multi-task and work efficiently and effectively to meet required deadlines
Problem solving skills
Able to work well in a team
Financial knowledge
Able to learn quickly and apply that knowledge
Certification
SIE (Securities Industry Essentials)
Series 6
NMLS
LANGUAGES
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
RELATIONSHIP BANKER
JPMORGAN CHASE
02.2025 - CurrentRead More
PERSONAL BANKER
PNC BANK
05.2021 - 02.2025Read More
GENERAL MANAGER
McDonald's Corp.
01.2020 - 05.2021Read More
SHIFT MANAGER
McDonald's Corp.
12.2013 - 01.2020Read More
SEABREEZE HIGH SCHOOL
HIGH SCHOOL DIPLOMA
Read More
HAMBURGER UNIVERSITY
from People Management, Inventory Management and Customer Service
Read More