Summary
Overview
Work History
Education
Skills
Timeline
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Noe Isidro

West Palm Beach,Florida

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and deposit balance's through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Successful at excelling in fast-paced, competitive banking environments.

Overview

5
5
years of professional experience

Work History

PBO Preferred Banker

JPMorgan Chase
01.2024 - Current
  • Enhanced client's satisfaction by addressing and resolving account issues promptly and professionally.
  • Resolved problems with high-profile client's to maintain relationships and increase return customer base.
  • Served as the primary point of contact for client's within the preferred accounts segment, fostering trust-based relationships that contributed to company success.
  • Maintained high call quality standards with clear communication and active listening skills for optimal client experiences.

Personal Banker

Wells Fargo
01.2022 - 01.2024
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients.
  • Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.

Teller

Wells Fargo
07.2019 - 01.2022
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Provided training to new tellers on bank procedures, systems, and customer service best practices.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.

Education

Associate of Arts - Finance

Palm Beach State College
Lake Worth, FL
12.2022

Skills

  • Prospecting and Cold Calling
  • Consumer Banking
  • Verbal and Written Communication
  • Analytical Thinking
  • Operations Management
  • Customer Relationship Management

Timeline

PBO Preferred Banker

JPMorgan Chase
01.2024 - Current

Personal Banker

Wells Fargo
01.2022 - 01.2024

Teller

Wells Fargo
07.2019 - 01.2022

Associate of Arts - Finance

Palm Beach State College

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Noe Isidro