Rosana Joseph
Elmont
Summary
Dynamic banking professional with a proven track record at Chase Bank, excelling in relationship building and customer service. Skilled in cash handling and sales, I effectively resolved customer issues, enhancing satisfaction and driving branch success. Recognized for fostering teamwork and implementing process improvements that elevated service delivery.
Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Relationship Banker
Chase Bank
07.2008 - 08.2023
- Assisted clients with account inquiries and transaction processing.
- Educated customers on banking products and services to enhance financial literacy.
- Collaborated with team members to ensure efficient branch operations and customer service delivery.
- Supported branch marketing initiatives by promoting products during client interactions.
- Handled cash transactions while adhering to security protocols and operational procedures.
- Resolved customer issues promptly, ensuring high satisfaction levels through effective communication.
Customer Service Representative
Chase Bank
09.2000 - 06.2008
- Managed high-volume customer inquiries, resolving issues efficiently and ensuring satisfaction.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Collaborated with cross-functional teams to streamline processes, improving response times and service delivery.
- Implemented feedback mechanisms to gather customer insights, driving continuous improvement in service protocols.
Bank Teller
Chase Bank
08.1997 - 05.2000
- Processed customer transactions efficiently, ensuring accuracy and adherence to banking regulations.
- Provided exceptional customer service, resolving inquiries and enhancing client satisfaction.
- Maintained balanced cash drawer, identifying discrepancies and implementing corrective actions promptly.
- Trained new team members on operational procedures, fostering a collaborative work environment.
Education
Bachelor of Arts - Accounting
Baruch College
New York, NY07-2003
Associate of Science - Computer And Information Sciences
Nassau Community College
Garden City, NY07-1995
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Money handling
- Teller support
- Creative thinking
- Cash flow management
Certification
Series 6 & 63
Life and Health Insurance.
Timeline
Relationship Banker
Chase Bank
07.2008 - 08.2023
Customer Service Representative
Chase Bank
09.2000 - 06.2008
Bank Teller
Chase Bank
08.1997 - 05.2000
Bachelor of Arts - Accounting
Baruch College
Associate of Science - Computer And Information Sciences
Nassau Community College