Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
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Satish Ram

Queens,NY

Summary

Who am I? One does not believe that this is a necessary section. However, Morgan Chase will write some words here so it looks like it all works, right? This is how life works. Karl believes in it.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Business Relationship Manager

JP Morgan Chase Bank
Queens, NY
03.2022 - Current
  • Worked with Business Banking and AML/KYC departments to facilitate communication and deliver personalized solutions to customers.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Adjusted end-to-end KYC process needs to align with workforce capabilities.
  • Conducted KYC formality reports on questionable accounts and transactions.
  • Communicated with compliance manager to thwart potential money laundering or terrorist financing.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Met with customers to assess needs and propose customized solutions.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Oversaw total portfolio worth $200,000,000.

Licensed Relationship Banker (Manager on Duty)

JP Morgan Chase Bank
Queens, NY
02.2020 - 03.2022
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Maintained friendly and professional customer interactions.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Engaged employees in business processes with positive motivational techniques.
  • Oversaw total portfolio worth $30,000,000.

Personal Banker (Manager on Duty)

JP Morgan Chase Bank
Queens, NY
02.2018 - 02.2020
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Balanced cash drawers and vault accounts on daily/weekly basis with zero discrepancies.
  • Processed 10+ customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Senior Bank Teller

JP Morgan Chase Bank
Queens, NY
10.2016 - 02.2018
  • Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
  • Handled foreign currency and performed currency transaction reports.
  • Earned 50+ monthly in sales referrals and participated in product sales campaigns.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Performed general teller duties, including handling drive thru line, handling cash, balancing cash drawers, performing loan payments, issuing cashier's checks and money orders, checking account information and handling indoor line.

Education

Master of Public Administration -

Brandman University
Irvine, CA
12.2023

Bachelor of Arts - Sociology

York College of The City University of New York
Jamaica, NY
05.2017

Skills

  • Leadership
  • Multitasking abilities
  • Good listening skills
  • Problem solver
  • Customer service
  • Excellent work ethic
  • Banking operations knowledge
  • Sales and marketing

Certification

  • CNP - Certified Notary Public

Additional Information

  • ENFP Personality
  • Top-Two in the South Central Queens Market of First-Time Investors (2021)
  • Active Participant in Seven Successful Branch Review Audits across two different branches
  • Zero failed Customer Satisfaction surveys during my employment with JP Morgan Chase
  • Former Senior Editor at MetsMerizedOnline

Timeline

Business Relationship Manager

JP Morgan Chase Bank
03.2022 - Current

Licensed Relationship Banker (Manager on Duty)

JP Morgan Chase Bank
02.2020 - 03.2022

Personal Banker (Manager on Duty)

JP Morgan Chase Bank
02.2018 - 02.2020

Senior Bank Teller

JP Morgan Chase Bank
10.2016 - 02.2018

Master of Public Administration -

Brandman University

Bachelor of Arts - Sociology

York College of The City University of New York

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Satish Ram