Summary
Overview
Work History
Education
Skills
Timeline
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RICHALLE JOSEPH

RICHALLE JOSEPH

TX

Summary

Personable and dedicated Customer Service Representative with extensive experience in the banking services industry. Solid team player with an upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic, and results-oriented with a demonstrated passion for building relationships, cultivating partnerships, and growing businesses.

Overview

11
11
years of professional experience

Work History

Client Service Associate

JP Morgan Chase
10.2021 - 12.2023
  • Develop and maintain a deep understanding of the client's business needs and objectives to provide tailored solutions and exceptional service
  • Identify and recommend process improvements to enhance the client experience and increase overall efficiency
  • Collaborate with internal teams to implement client-specific solutions and resolve issues
  • Prevented key account losses by researching discrepancies and correcting problems.
  • Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
  • Led on- and off-site customer support teams across multiple time zones.
  • Liaised between customers and retail buyers to expedite orders and meet customer demands.
  • Managed and updated physical and digital client account information to keep records accurate and current.
  • Built sustainable client relationships built on trust by applying excellent communication and interpersonal skills.

Fraud Investigator

JP Morgan Chase
02.2020 - 10.2021
  • Stay updated on the latest trends and techniques in fraud detection and prevention to ensure the effectiveness of investigations and enhance the overall security of the organization
  • Collaborate with internal teams to ensure compliance with regulatory reporting requirements and maintain up-to-date knowledge of applicable laws and regulations
  • Ensure compliance with all applicable laws and regulations related to fraud prevention and investigation, including but not limited to the Bank Secrecy Act, Anti-Money Laundering regulations, and the US Patriot Act
  • Review and analyze suspicious transactions and account activities to identify potential fraud

Inventory Management Specialist

JP Morgan Chase
07.2017 - 02.2020
  • Develop and implement inventory management strategies to optimize efficiency and reduce costs for JP Morgan Chase
  • Analyze data from various sources to identify potential fraudulent activities and develop strategies to minimize fraud risk for Chase customer accounts
  • Develop and implement data analysis techniques to identify and prevent potential fraudulent activities in customer accounts

Customer Assistance Specialist

JP Morgan Chase
07.2014 - 07.2017
  • Proactively communicate with customers to understand their needs and provide solutions that meet their expectations
  • Conduct regular audits of loan files to ensure compliance with regulatory and investor requirements
  • Effectively communicate loan status and updates to customers, ensuring a smooth and transparent loan process
  • Collaborate with loan operations team to resolve any issues or discrepancies in loan files
  • Provide guidance and support to customers throughout the loan application process, ensuring a positive and personalized experience.

Customer Service Representative

State Farm Insurance Agency
01.2013 - 01.2014
  • Build rapport with incoming client callers and guide customers through the claims process and up sell further insurance products
  • Prepare forms, applications, agreements and other paperwork to complete claims-related efforts and ensure policy requirements are fulfilled.

Education

Masters of Business Administration -

Salem International University
05.2012

Bachelor of Business Administration -

McMurry University
08.2008

Skills

  • Team Development
  • Analytical Skills Proactive Attitude
  • Multitasking Technical Skills
  • Client Service Relationship Development
  • Written and verbal communication
  • Claims Processing
  • Credit Analysis
  • Microsoft Office Suite
  • Adobe
  • Project management Program Completion
  • Interpersonal and Written Communication
  • Client Support
  • Payment Processing
  • Escalation Management
  • Database Management
  • Follow-Up Skills

Timeline

Client Service Associate

JP Morgan Chase
10.2021 - 12.2023

Fraud Investigator

JP Morgan Chase
02.2020 - 10.2021

Inventory Management Specialist

JP Morgan Chase
07.2017 - 02.2020

Customer Assistance Specialist

JP Morgan Chase
07.2014 - 07.2017

Customer Service Representative

State Farm Insurance Agency
01.2013 - 01.2014

Masters of Business Administration -

Salem International University

Bachelor of Business Administration -

McMurry University

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RICHALLE JOSEPH