MICHELLE NANEZ
Fort Worth,TX
Summary
12 years of experience in the Business Banking sector. Seeking a position that will allow me to use my extensive Business Banking knowledge and communication skills to achieve the goals of a company that focuses on customer satisfaction and customer experience. Hard worker experienced in problem-solving, service and time management. Aiming to leverage my abilities to successfully fill the Commercial Banking role.
Overview
9
9
years of professional experience
Work History
Client Ops Specialist IV
JP Morgan Chase, N.A.
08.2017 - Current
- Work directly with Business Relationship Managers and their
leadership to established Business Banking accounts, including but
not limited to Multilayered Ownership, Trust, and IOLTA
• Conversant with all legal disclosures, State and Federal Laws for
tax reporting and titling along with standard operating practices
employed by Chase bank for opening accounts
• Networked with internal partners to assist customers to provide a
one and done customer experience
• Worked directly with Business Relationship Managers, Area
Managers and Market Managers to maintain Business Managed and
Government Non-Profit customer accounts with research and
maintenance in the scope of Add/Remove Signers request, Account
Conversions, Linkages, Closures etc.
• Knowledgeable in J.P Morgan Chase Treasury products and
services, maintenanced Analysis accounts with Complex Treasury
Services that include but were not limited to Lockbox, Cash Vault,
ACH Debit Block, Check Fraud Protection Services etc.
• Achieving and exceeding scorecard goals set by Business Banking
Leadership
RM Email Support Specialist
JP Morgan Chase, N.A.
07.2015 - 08.2017
- Considerable experience in working with both consumer and
business customers
• Knowledgeable in Chase products and services
• Able to provide excellent customer service while offering
appropriate solutions to meet the customers spoken and unspoken
needs and provide appropriate counsel to bankers
• Adaptable and self-motivated in a fast-paced environment
Skills
- Bilingual English & Spanish
- Quality assurance: NICE and WEBSTATS
- Microsoft Office: Access, Excel, Lync, Outlook, PowerPoint, Word
- Treasury/Deal Manager, EServe, Service Portal, I Vault, Customer Assist, AdminTool, JP Morgan Access, DocuSign, Global Docs, RemitAdmin, CCB Library /Risk Matrix
- Case Management
- Search and Rescue
- Navigator
- Pathways
Timeline
Client Ops Specialist IV
JP Morgan Chase, N.A.
08.2017 - Current
RM Email Support Specialist
JP Morgan Chase, N.A.
07.2015 - 08.2017
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