Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Hi, I’m
Nachana Morand
Orlando,FL
Summary
Overview
9
years of professional experience
1
Certification
2
Language
Work History
Chase Bank - Private Client
Associate Banker Market Expansion
08.2022 - Current
Job overview
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Chase Bank
Associate Banker - Teller
05.2016 - 08.2022
Job overview
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Assisted with training of new tellers on policies and procedures.
- Maintained drive and determination to obtain personal and team objectives and goals
Ann Taylor
Sales Associate
10.2014 - 05.2016
Job overview
- Execute transactions in a timely manner
- Greeted customers and ascertained customers' needs
- Helped customers with questions, problems and complaints in person and via telephone regarding the store and its merchandise
- Educated customers on promotions to enhance sales
- Trained and developed new sales team associates in products, selling techniques and company procedures
- Used consultative sales approach to understand customer needs and recommend relevant offerings
- Brought in new accounts through successful networking strategies and promotional approaches
Education
Valencia CollegeOrlando, FL
Associate of Arts
University Overview
Freedom High School Orlando, FL
High School Diploma
University Overview
Skills
- Expert with Microsoft Office
- Cash Handling
- Haitian-Creole Fluency
- Customer Service
- Relationship Building
- Attention to Detail
- Wealth Management
- Financial Services
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Timeline
Associate Banker Market Expansion
Chase Bank - Private Client
08.2022 - Current
Associate Banker - Teller
Chase Bank
05.2016 - 08.2022
Sales Associate
Ann Taylor
10.2014 - 05.2016
Valencia College
Associate of Arts
Freedom High School
High School Diploma
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