Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Selma Mustabasic

Wethersfield

Summary

Determined Relationship 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

1
1
year of professional experience
1
1
Certification

Work History

Licensed Relationship Banker

J P Morgan Chase & Co
04.2023 - Current
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.

Education

High School Diploma -

Sport & Medical Sciences Academy
Hartford
06.2016

Skills

  • Relationship Building and Management
  • Financial Advising
  • Recordkeeping Requirements
  • Policy Development and Implementation
  • Proficient in Microsoft Applications
  • Employee Motivation
  • Sales Expertise
  • Loans

Certification

SIE

Series 6

Series 63

CT Life & Health Insurance

Timeline

Licensed Relationship Banker

J P Morgan Chase & Co
04.2023 - Current

High School Diploma -

Sport & Medical Sciences Academy

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Selma Mustabasic