Summary
Overview
Work History
Education
Skills
Timeline
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Sierra Bonilla

Philadelphia,PA

Summary

Motivated banking professional with 14 years of experience in cultivating strong customer and community relationships.

Overview

7
7
years of professional experience

Work History

Licensed Relationship Banker

JPMorgan Chase
Norristown, PA
06.2023 - Current
  • Educate customers on options for managing financial transactions by leveraging technology, tools, and resources.
  • Collaborate with mortgage and wealth management partners to assist customers with specialized needs.
  • Promote financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Resolve discrepancies concerning customers' accounts, improving client satisfaction.

Associate Banker

JPMorgan Chase
Flourtown, PA
11.2021 - 07.2023
  • Championed Associate Banker skills, such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn.
  • Educated clients on the usage of technology self-service options, such as leveraging the Chase Mobile App, Chase.com, and ATMs, to complete their banking needs whenever, wherever, and however they want.
  • Shared best practices across the supported branches to deliver a strong controls environment and exceptional customer experience

Universal Banker II

Firstrust Bank
Cherry Hill, NJ
04.2018 - 11.2021
  • Exceeded sales goals by promoting bank products and services in customer interactions.
  • Networked in the community, obtained referrals from customers, and used sales techniques, such as outbound calling, to increase business.
  • Conducted onboarding sessions to orientate new staff members about company policies and procedures.
  • Provided support for branch operations including opening and closing procedures, cash management, ATM maintenance, and security protocols.

Education

Bachelor of Science - Finance

Wilmington University
New Castle, DE
05-2027

Skills

  • Leadership
  • SIE
  • SERIES 6/63
  • Life Producer
  • PA Notary
  • Relationship building and management

Timeline

Licensed Relationship Banker

JPMorgan Chase
06.2023 - Current

Associate Banker

JPMorgan Chase
11.2021 - 07.2023

Universal Banker II

Firstrust Bank
04.2018 - 11.2021

Bachelor of Science - Finance

Wilmington University

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Sierra Bonilla