Summary
Overview
Work History
Education
Skills
Timeline
Generic

Richelle Smith

Camp Hill,PA

Summary

Results-oriented professional with extensive experience in client relationship management and wealth-management solutions. Proven ability to conduct needs-based conversations and identify opportunities to enhance client portfolios. Eager to apply this expertise in a sales based role where relationship building is key.

Overview

2
2
years of professional experience

Work History

Manager on Duty

JPMorgan Chase
Bedford Heights, Ohio
02.2026 - 08.2026
  • Led branch operations in Branch Manager's absence, supporting employees and clients while fostering a professional, welcoming environment.
  • Developed and managed branch employee schedules and time-off requests, ensuring optimal staffing and coverage.
  • Supervised teller-line operations to ensure compliance with branch policies. for teller-line and platform overrides, demonstrating sound judgment and adherence to branch policy.
  • De-escalated complex client situations by listening to concerns and identifying solutions.

Associate Relationship Banker

JPMorgan Chase
Bedford Heights, Ohio
02.2026 - 08.2026
  • Managed portfolio of clients with proactive quarterly outreach, relationship reviews, and appointment scheduling to identify and address client needs.
  • Supported clients with diverse lending needs, including auto loans, mortgage loans, home equity lines of credit, and credit cards.
  • Identified opportunities for specialized expertise and referred clients to JPMorgan Wealth Management and Business Relationship Managers to enhance service delivery.
  • Established client trust through active listening, personalized guidance, clear explanations of financial products, and connections to necessary resources.

Associate Banker Market Expansion

JPMorgan Chase
Bedford Heights, Ohio
12.2024 - 02.2026
  • Cross-sold banking services, including credit cards, to meet client needs and improve service offerings.
  • Facilitated client account inquiries and transactions at teller line, enhancing customer experience.
  • Guided customers in understanding and utilizing mobile applications and online banking for seamless banking.

Education

Bachelor of Arts - Health Services Management

University of Pittsburgh
Pittsburgh, PA
04-2025

Skills

  • Branch operations
  • Compliance management
  • Regulatory compliance
  • Lending solutions
  • Client portfolio management
  • Cross-selling services
  • Client relationship management
  • Client engagement
  • Conflict resolution
  • Team leadership

Timeline

Manager on Duty

JPMorgan Chase
02.2026 - 08.2026

Associate Relationship Banker

JPMorgan Chase
02.2026 - 08.2026

Associate Banker Market Expansion

JPMorgan Chase
12.2024 - 02.2026

Bachelor of Arts - Health Services Management

University of Pittsburgh
Richelle Smith