Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Sean Plunkett

Richmond,VA

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

7
7
years of professional experience

Work History

Associate Banker

JPMorgan Chase
10.2023 - Current
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
  • Developed and maintained strong customer relationships, providing exceptional service and advice while adhering to company policies and values.
  • Assisted Spanish-speaking clientele with appointment scheduling, product recommendation and account opening/closing and maintenance.

Waitperson

Universal Studios Orlando
06.2017 - 02.2023
  • Experienced server with high levels of enthusiasm, fine-dining presentation, and emphatic teamwork to ensure above and beyond customer satisfaction.
  • Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
  • Profound menu knowledge with a high degree of upselling while guaranteeing a great dining experience.
  • Wine stewardship/pairings especially with Italian-based cuisine.
  • Extensive training with guest identification of alcoholic beverages and monitored patrons intake for appropriate safety.
  • Trained new waiters and Front of House staff on appropriate food handling and safety protocols at current and new restaurant locations.
  • Money and cash handling experience.
  • Trusted Food and Beverage expo with Head Chefs.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.

Education

Bachelor of Science - Applied Mathematics

University of Central Florida
Orlando, FL
09.2018

Skills

  • Sales expertise
  • Cash handling
  • Promotions and marketing strategies
  • Youth outreach
  • DEI facilitation and recruitment
  • Investment strategies
  • Portfolio Management
  • Sales proficiency
  • Financial Planning
  • Branch operations
  • Self-motivated nature
  • Teller experience
  • Consumer Banking

Languages

Spanish
Professional Working

Timeline

Associate Banker

JPMorgan Chase
10.2023 - Current

Waitperson

Universal Studios Orlando
06.2017 - 02.2023

Bachelor of Science - Applied Mathematics

University of Central Florida

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Sean Plunkett