Rosanna Abel
New York
Summary
Top-notch Private Client Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Private Client Banker/Small Business Specialist
JP Morgan Chase
05.2017 - Current
- Responsibilities include selling Small Business products/services such as business deposit products, business credit cards, payment solutions, and all other suitable solutions as appropriate.
- Primary goal to acquire, retain, deepen and manage relationships with customers.
- Responsible for generating growth in balance through sale, marketing, promotion and referral products.
- Manage assigned portfolio of customers and proactively meet with them.
- Partner with a specialist such as, Financial Advisors, Loan officers, and Business Relationship Manager to ensure the customer gets access to experts who can help then with specialized financial needs.
Lead Teller - Operations Specialist
JP Morgan Chase
03.2016 - 05.2017
- Support Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards.
- Process and assist customers with transactions.
- Support Tellers with customer financial transactions to ensure accuracy and efficiency, while complying with all policies and procedures and regulatory banking requirements.
- Assist with branch scheduling.
- Introduce customers to branch team who focus on building relationships as well as sharing and assisting with self-service options to access their accounts.
- In the absence of the Branch Manager, communicate branch priorities throughout the day.
Relationship Banker
JP Morgan Chase
01.2015 - 02.2016
Personal Banker
JP Morgan Chase
10.2013 - 12.2014
- Discover customer financial goals and refer to partners.
- Assist customer with problem resolution and process transactions as needed.
- Handle teller transactions accurately and efficiently during peak service time.
Customer Service/Sales Representative
Sidco
05.2011 - 10.2013
- Confer with customers to provide information about products, input orders and obtain details of complaints.
- Select the correct products or assist customers in making product selections, based on customer’s needs, product specifications, and applicable regulations.
- Accounts Receivable Manager Collect on an account by contacting customers; investigating circumstances of non-payment; negotiating and resolving conflicts; expediting payment.
- Update receivables by coordinating and monitoring daily sales order processing and bank remittance transactions.
- Check customer background and financial status for credit eligibility.
- Ensure that all returns, payments and bank deposits are posted accurately.
- Ensure that all accounts are up to terms.
- Monitor that all sales representatives are up to date with payments on their accounts.
- Purchasing Assistant Ensure that all purchase orders are placed with confirmations attached.
- Monitor commodity items and issue new prices when the market fluctuates.
- Verify that all contracts are up to date with copies of BOL attached.
- Seeking reliable vendors and suppliers to provide quality goods at reasonable prices.
- Negotiating prices and contracts.
- Reviewing technical specifications for raw materials.
- Determining quantity and timing of deliveries.
- Forecasting upcoming demand.
CEO-Vice President
American Profood, Inc.
08.2008 - 01.2010
- Organized all Business operations: Accounts Receivable and Payable.
- Update account information and processing to assure proper allocation of cash flow.
- Supervised that all tasks were executed promptly and accurately.
- Made sure that all customers were satisfied.
- Managed payroll and staff as well as preparing work schedules and assigning specific duties.
- Determined staffing requirements, interviewed, hired and trained new employees.
Office Manager-Head of Sales
PJ’S Warehouse/New York Produce
12.2002 - 07.2008
- Payment arrangements and collecting past due accounts.
- Assigning new sales representatives to new locations.
- Established annual budgets and sales reports.
- Used Spreadsheets to organize budgets, sales history, and analysis reports.
- Acquire great business relationships.
- Set up weekly and monthly specials.
Education
Bachelor of Arts - Accounting
Lehman College/CUNY
Bronx, New York05.2015
Skills
- Fluent in both English and Spanish
- Proven leadership, organizational, and interpersonal skills
Certification
- Series 6 License
- Series 63 License
- Life Insurance License
References
References available upon request
Timeline
Private Client Banker/Small Business Specialist
JP Morgan Chase
05.2017 - Current
Lead Teller - Operations Specialist
JP Morgan Chase
03.2016 - 05.2017
Relationship Banker
JP Morgan Chase
01.2015 - 02.2016
Personal Banker
JP Morgan Chase
10.2013 - 12.2014
Customer Service/Sales Representative
Sidco
05.2011 - 10.2013
CEO-Vice President
American Profood, Inc.
08.2008 - 01.2010
Office Manager-Head of Sales
PJ’S Warehouse/New York Produce
12.2002 - 07.2008
Bachelor of Arts - Accounting
Lehman College/CUNY