Nataly Cazares
Dallas,TX
Summary
Client-oriented professional with over 9 years of banking experience at JP Morgan Chase. Establishing and maintaining client relationships by managing personal and business financial needs. Offering strong leadership skills and motivated to never stop learning.
Overview
10
10
years of professional experience
Work History
Relationship Banker/SBS - Manager On Duty
JPMorgan Chase
09.2021 - Current
- Managing assigned clients and proactively meeting with the customer in person or over the phone to build long lasting relationships.
- Discover financial needs and tailor products and solutions to make the most out of my clients lives.
- Partnering with Specialist (Financial Advisor, Business Relationship Manager, Home Lending Advisor) to connect clients with a team of experts who can help with banking needs.
- Following protocol to Policies and Procedures and any banking requirement.
- Stepping up as the Manager On Duty for 6 months while manager was out of office and working closely with the team to ensure exceptional service was provided to clients.
- Ensured compliance with company policies, industry regulations, and safety standards by conducting regular audits and providing necessary training to employees.
- Help team members perform audits to vault, cash boxes, and ATMs.
Personal Banker
JPMorgan Chase
06.2017 - 09.2021
- Generated new business by conducting thorough financial needs assessments and offering tailored products and solutions to clients so they can make the most of their lives.
- Making the lives of clients easier by sharing and setting up self-service options to access their accounts whenever and however they want.
- Custodian for three ATMs and making sure they balanced every quarter as well as making sure they had the necessary cash.
- Opened the first digital Chase branch in Dallas, TX.
Teller
JPMorgan Chase
04.2015 - 06.2017
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Make sure vault balanced each week.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name.
Education
Associate of Science - Business
Dallas Community College
Dallas,TX02-2023
Skills
- Life & Health insurance license
- Series 6
- Series 63
- Notary Public
- Excellent time management
- Customer service focused
- Bilingual (Spanish)
Timeline
Relationship Banker/SBS - Manager On Duty
JPMorgan Chase
09.2021 - Current
Personal Banker
JPMorgan Chase
06.2017 - 09.2021
Teller
JPMorgan Chase
04.2015 - 06.2017
Associate of Science - Business
Dallas Community College
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