Summary
Overview
Work History
Education
Skills
Timeline
Generic

Morgan Cain

Raleigh,NC

Summary

High performing Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

3
3
years of professional experience

Work History

Relationship Banker

JPMorgan Chase
10.2022 - 07.2024
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database. Assisted with opening business and personal accounts.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Cultivated strong customer relationships by providing tailored advice and services.

Associate Banker

JPMorgan Chase
10.2021 - 10.2022
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Balanced teller drawers and ATM cash. Audited tellers drawers as well as the vault and other cash entities.
  • Assisted customers with setting up or closing accounts, completing credit card applications, and signing up for new services.
  • Opened, closed, and updated accounts for customers.
  • Educated customers on online banking and mobile banking applications.

Workplace Planning Associate

Fidelity Investments
04.2021 - 07.2021
  • Developed and maintained relationships with brokerage clients across the spectrum of Fidelity products and services offered.
  • Connected with clients to build effective relationships through calling and engaging warm leads. Guided inactive and active 401(k) participants through all their available options while introducing them to our services.
  • Introduced 401(k) participants to business partners for proper investment solution advice.

Education

Bachelor of Arts - Business Administration, Minor in Accounting

University of Lynchburg
Lynchburg

Skills

  • Salesforce
  • Relationship building and management
  • Interpersonal Communication Skills
  • Problem Solving
  • Leadership and Teamwork
  • Securities Industry Essentials (SIE), Series 6, and Series 63
  • North Carolina Life Insurance
  • North Carolina Notary Public

Timeline

Relationship Banker

JPMorgan Chase
10.2022 - 07.2024

Associate Banker

JPMorgan Chase
10.2021 - 10.2022

Workplace Planning Associate

Fidelity Investments
04.2021 - 07.2021

Bachelor of Arts - Business Administration, Minor in Accounting

University of Lynchburg

Similar Profiles

CREATE PROFILE
Morgan Cain