Excited recruit with a passion for helping others. Adept learner, critical thinker and a team player. Over 10+ years of experience in customer service and relationship building. 2+ years of project management/project coordinating.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Project Manager
Bailiwick
02.2022 - Current
Managed projects from procurement to commission.
Identified plans and resources required to meet project goals and objectives.
Planned, designed, and scheduled phases for large projects.
Coordinated material procurement and required services for projects within budget requirements.
Proved successful working within tight deadlines and a fast-paced environment.
Coordinated with cross-functional teams to resolve project issues and mitigate risks.
Relationship Banker
JPMorgan Chase
10.2020 - 02.2022
Currently licensed through FINRA completed SIE, Series 6, Series 63, and Life and Health Insurance License
Completed training to be a Manager on Duty and Notary Public
Helped customers open and close accounts, apply for loans, credit cards and help them make sound financial decisions
Provided clients with budget management and financial guidance
Also providing the client with the tools and skills necessary to promote healthy financial habits through education
Created strategic financial solutions to suit individualized client needs, as well as the ability to show empathy and compassion in difficult situations
Partnered with loan and mortgage officers and Financial Advisors to provide clients with optimal financial solutions
Facilitated meetings with clients and Private Bankers to help clients make personalized decisions around investing and retirement.
Personal Banker
Wells Fargo Bank
10.2016 - 10.2020
Helped customers open and close accounts, apply for loans and make sound financial decisions
Provided clients with budget management and financial guidance
Created strategic financial solutions to suit individualized client needs
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Assistant Manager Sales Associate
Subway
06.2013 - 10.2016
Met and exceeded productivity targets by handling every interaction with top-notch customer service
Achieved high customer satisfaction scores by de-escalating complaints quickly
Prepared for busy periods by organizing ingredients and restocking supplies for expected loads
Utilized approved food recipes and production standards to ensure proper quality, serving temperatures and standard portion control.