I am currently seeking a role that aligns with my skills in financial literacy. There are far to many financial knowledge disparities in our communities and I look to educate and provide literacy around: Building a resume, demonstrating & teaching how to interview for a job, how to balance an account, how to review and maintain good credit, how to create a business entity, track expenses and build business & personal credit history.
Hi, I’m
Rochelle Nelson
Phoenix,AZ
Summary
Overview
15
years of professional experience
1
Certification
Work History
Bank Of America
Onboarding Proficiency Coach
10.2022 - Current
Job overview
- Led tailored new banker onboarding presentations for class size of 10 new bankers that focused on engaging & teaching bankers how to have holistic financial conversations with clients about their long term & short term financial goals.
- Provided on spot coaching & guidance during client interactions & created & organized upskill workshops that focused on area's of opportunity for bankers and build confidence in new role.
Bank of America
Preffered Sr. Account Specialist
02.2019 - 10.2022
Job overview
- As a Client Service Acct Manager, I specialized in assisting clients with daily banking account management and servicing as well as identifying and providing tailored financial solutions that assist by improving their financial lives
- This includes new checking & savings account set up, credit card product recommendation for debt consolidation and spending, refinance/new application for auto loans, referrals to business and financial advisors for long term savings & business goals.
JPMorgan Chase
Sr. Credit Analyst III
02.2015 - 12.2018
Job overview
- Reviewed and analyzed credit bureau and other application related information to complete a judgemental review of the applicants credit worthiness and based on the information reviewed approved or declined applications for Consumer and Small Business applicants.
- Lending Authority of $150k authorized.
Chase Bank
Mentor Manager
02.2013 - 02.2015
Job overview
- In the Scottdale District I was responsible for cross training Sales Managers & Branch/ Asst Branch Managers on daily branch operations responsibilities such as identifying correct processing of Teller Alerts when Manager overrides and review of client transactions were required, managing and maintaining optimal branch cash levels to ensure positive client experiences and performing monthly, quarterly, semi and annual internal branch safety, teller cash drawer,vault and safe deposit box audits
- I would also ensure each of the required training modules were completed and provided on spot coaching and feedback daily to cover any knowledge gaps
- Prior to graduating a mentee
- I would give each 1 week to manage the operations of the branch and conduct teller morning huddles/ sales plans and any scheduled audits for the week to test there knowledge & skill before providing my assessments and feedback to the Leadership team.
JPMorgan Chase
Assistant Branch Manager
01.2009 - 02.2015
Job overview
- Directly supervised/coached Tellers to accurately handle paying and receiving transactions and implemented the use of unique product scripting for Tellers and encouraged introduction to Financial
- Bankers
- Supported the Branch Manager with general management of the branch by overseeing and maintaining branch employee scheduling, performing monthly, quarterly, semi annual and annual internal branch audits.
Education
Phoenix College
Administration from Criminal Justice, Evidence Technology, Crime Scene Investigations
University Overview
Skills
- Highly Communicative & Team Oriented
- Critical Thinking & Problem Resolution expert
- Training & Development
- Reliable & Trustworthy
- Self Motivated & Task Oriented
- Very Organized (I keep commitments & deadlines)
- Positive, Highly energetic & Happy ( I believe if you like what you do you create that same working environment around you as well)
Accomplishments
Accomplishments
- Crime Scene Photography
- May 2007
- Fingerprint Analysis
- May 2007
- Fingerprint Classification
- May 2007
- Assessments
- Customer Service Skills — Proficient
- Full results: Proficient
Certification
Consumer & Business Lending (3 years)
Dun and Bradstreet Credit Report Analysis (3 years)
Microsoft Office (10+ years)
Mentoring/Coaching (7 years)
Customer Service (10+ years)
Sales (10+ years)
Management (7 years)
Lending (4 years)
Underwriting (4 years)
Internal Audits
Timeline
Onboarding Proficiency Coach
Bank Of America
10.2022 - Current
Preffered Sr. Account Specialist
Bank of America
02.2019 - 10.2022
Sr. Credit Analyst III
JPMorgan Chase
02.2015 - 12.2018
Mentor Manager
Chase Bank
02.2013 - 02.2015
Assistant Branch Manager
JPMorgan Chase
01.2009 - 02.2015
Phoenix College
Administration from Criminal Justice, Evidence Technology, Crime Scene Investigations