Summary
Work History
Education
Skills
Timeline
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Serina Phillips

Elk Grove,CA

Summary

Accomplished and dynamic professional with a strong background in delivering exceptional customer service and expert financial planning. Skilled in cultivating lasting client relationships and driving consistent sales growth, all while maintaining full compliance with banking regulations. Known for effectively coaching teams and providing personalized financial solutions that boost customer satisfaction and loyalty

Work History

Associate Banker

JPMorgan Chase
  • Delivered exceptional customer service by assisting clients with everyday banking needs, resolving inquiries, and providing tailored financial solutions.
  • Built and maintained customer relationships through proactive engagement and in-branch support, contributing to client retention and satisfaction.
  • Promoted Chase banking products and services, including checking/savings accounts, credit cards, and digital tools, to meet customer goals and grow branch performance.
  • Accurately processed financial transactions while adhering to regulatory and operational standards to ensure compliance and minimize risk.
  • Collaborated with branch team members to achieve sales and service goals, supporting a high-performance and customer-focused environment.

General Manager

Vitaligent Services
2019 - 2021
  • Oversaw daily store operations, including team leadership, inventory management, scheduling, and financial performance to ensure smooth and profitable business operations.
  • Led, coached, and developed a high-performing team to deliver exceptional guest experiences, drive sales, and maintain brand standards.
  • Managed budgeting, cost control, and P&L analysis, consistently meeting or exceeding revenue and profitability targets.
  • Implemented local marketing strategies and community outreach to increase store visibility and customer engagement.
  • Maintained strict adherence to food safety, cleanliness, and operational policies in alignment with corporate standards and health regulations.

Education

High School Diploma -

C.K. McClatchy High
Sacramento, CA
06.2019

Skills

  • Financial planning
  • Sales proficiency
  • Banking regulations
  • Self-motivated nature
  • Customer service
  • Cash management
  • Analytical thinking
  • Customer relationship management

Timeline

Associate Banker

JPMorgan Chase

General Manager

Vitaligent Services
2019 - 2021

High School Diploma -

C.K. McClatchy High
Serina Phillips