Seeking a challenging position to utilize skills and contribute to company success or secure a role that aligns with personal values and offers growth opportunities.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sr Associate Banker Market Expansion
JPMorgan Chase
02.2024 - Current
Review Banker Homepage through the day for news and updates on company policy and procedures and communicate to team members
Use branch retention guide to complete monthly retention check
Demonstrated strong leadership in all aspects of branch operations, including loss control, compliance, and audit standards. By taking control of daily responsibilities for the branch.
Educate team members in procedures, compliance standards, and performance strategies
Assist Chase clients as they enter the branch by welcoming them and making them feel appreciated by managing lobby tra c, checking clients into waiting queue and scheduling or canceling meetings.
Personal Banker
Valley Bank
05.2023 - 02.2024
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Promoted financial products by maintaining excellent service offering knowledge.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Associate Banker
JPMorgan Chase
09.2017 - 05.2023
Educated customers on features and benefits of banking products and services.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Executed wire transfers, stop payments and account transfers, debit card replacements and account maintenance.
Assist Chase clients with teller transactions such as deposits, withdrawals, payments.
Balanced cashbox daily.
Teller
JPMorgan Chase
12.2015 - 09.2017
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.