Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Neena Kaur

Shawnee,KS

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities. Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Private Client Banker/Assistant Vice President

JPMorgan Chase
KANSAS CITY, MO
10.2023 - Current
  • Oversee daily operations, ensuring exceptional customer service and compliance with banking regulations. - Develop and maintain relationships with high-net-worth clients, providing personalized financial solutions. - Lead, mentor, and train a team of bankers, fostering a high-performance culture and achieving sales targets. - Implement strategies to enhance client satisfaction and retention.
  • Attended networking events to promote the bank's services and build relationships with potential customers.
  • Managed daily operations of assigned branch including staff scheduling, budgeting and performance evaluations.
  • Coordinated with other departments to ensure that customer needs were met in a timely manner.
  • Prepared reports on client portfolios and investment performance for review by senior management team members.
  • Maintained up-to-date knowledge of the banking sector, economic trends, regulations and products available in the market.
  • Facilitated account openings, transfers and closings for private banking customers.
  • Provided guidance on estate planning issues such as trusts, wills and power of attorney documents.
  • Managed and deepened client relationships by providing personalized financial solutions and advice.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.

Senior Relationship Banker/Manager on Duty

JPMorgan Chase
Leawood, KS
02.2024 - 09.2024
  • Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
  • Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
  • Ensured that all documents were accurately completed prior to submitting them for processing.
  • Conducted financial reviews with clients to identify their current and future needs.
  • Researched and responded to customer inquiries regarding banking products and services.
  • Analyzed loan applications to determine creditworthiness of prospective customers.
  • Advised customers on ways they could reduce costs associated with their banking activities.
  • Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Approached prospective clients through emails and cold calling to consistently meet sales targets.
  • Maintained and built strong client relationships through quality, personalized interactions.

Client Relationship Consultant

US Bank National Association
Shawnee, KS
05.2017 - 02.2022
  • Advised customers on various banking products and services such as loans, investments, and credit cards.
  • Monitored changes in regulations affecting banks and updated policies accordingly.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
  • Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
  • Helped customers understand and use mobile applications and online banking.
  • Conducted daily audits of cash transactions to ensure accuracy and adherence to internal controls.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.

Assitant Manager

Cenex
Tonganoxie, KS
05.2008 - 05.2015
  • Conducted regular performance reviews for employees to identify areas of improvement.
  • Established processes for monitoring customer satisfaction levels.
  • Managed customer service inquiries and complaints in a timely manner.
  • Organized training sessions for new hires to familiarize them with the workplace environment.
  • Supervised daily operations including scheduling shifts, assigning duties.
  • Created reports on sales trends, inventory levels, and financial data.
  • Developed a system for tracking inventory and ordering supplies as needed.
  • Recruited and trained new employees to meet job requirements.
  • Reviewed completed work to verify consistency, quality, and conformance.

Education

High School Diploma -

Basehor-Linwood High School
Basehor, KS

Bachelor of Science - Business Administration And Management

Southern New Hampshire University
Hooksett, NH

Skills

  • Client acquisition
  • Compliance knowledge
  • Relationship Management
  • Cash Management
  • Relationship building and management
  • Teller Support
  • Cash Handling
  • Customer Service-Oriented
  • Sales expertise
  • Creative Thinking
  • Cash Flow Management
  • Teller background
  • Banking
  • Microsoft Excel
  • Analytical Thinking
  • Problem-solving aptitude

Languages

English
Professional
Punjabi
Professional
Hindi
Professional

Certification

  • Series 6
  • SIE
  • Series 63
  • Life and health insurance
  • Notary Public

Timeline

Senior Relationship Banker/Manager on Duty

JPMorgan Chase
02.2024 - 09.2024

Private Client Banker/Assistant Vice President

JPMorgan Chase
10.2023 - Current

Client Relationship Consultant

US Bank National Association
05.2017 - 02.2022

Assitant Manager

Cenex
05.2008 - 05.2015

High School Diploma -

Basehor-Linwood High School

Bachelor of Science - Business Administration And Management

Southern New Hampshire University

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Neena Kaur