Summary
Overview
Work History
Education
Skills
Hobby: Physical Fitness
Timeline
Generic

Steven Perez

Staten Island,NY

Summary

Proven leader and strategic planner, adept in motivational leadership and financial planning, enhancing customer satisfaction and streamlining operations at JPMorgan Chase. Excelled in collaborative problem-solving and driving improvements in team performance and client service delivery. Skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production.

Overview

7
7
years of professional experience

Work History

Associate Banker Market Expansion

JPMorgan Chase
04.2024 - 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.
  • Provided advice on different bank products and financial options.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • 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.
  • Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
  • Managed approximately 30 incoming calls, emails, and faxes per day from clients.

Manager

Foot Locker
10.2019 - 03.2024
    • Accomplished multiple tasks within established timeframes.
    • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
    • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
    • Cross-trained existing employees to maximize team agility and performance.
    • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
    • Achieved departmental goals by developing and executing strategic plans and performance metrics.
    • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
    • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
    • Led change management initiatives to drive organizational transformation without compromising employee morale or productivity levels.

Software Technician

VP Technology
06.2017 - 08.2019
  • Fostered productive relationships with key stakeholders such as vendors, service providers, and internal teams through clear communication channels.
  • Assisted in integrating third-party applications, ensuring seamless communication between systems.
  • Enhanced user experience by streamlining the software installation process and providing clear instructions.
  • Delivered personalized training sessions for clients on newly-implemented software systems, facilitating quick adoption among users.
  • Facilitated cross-functional collaboration by serving as a liaison between developers, quality assurance teams, and end-users during the design process.
  • Implemented effective backup strategies, safeguarding critical data from loss or corruption.
  • Maintained comprehensive documentation of software updates, known issues, and resolutions for easy reference.

Education

Associate of Arts - Business Management

College of Staten Island of The City University of New York
Staten Island, NY
12.2025

High School Diploma -

New Dorp High School
Staten Island, NY
06.2019

Skills

    • Investment strategies
    • Portfolio Management
    • Financial Planning
    • Loan Processing
    • Collaborative Problem-Solving
    • Goal Setting and Achievement
      • Motivational Leadership
      • Excel proficiency
      • Report Preparation
      • Strategic Planning
      • Project Management
      • Information Gathering

Hobby: Physical Fitness

I personal trained in my local gym assisted in meal prep, workout routine, and schedule building. This is a personal passion of mine, I believe how you do anything is how you do everything. To operate at a high level and execute being available is crucial, that all starts with health.

Timeline

Associate Banker Market Expansion

JPMorgan Chase
04.2024 - Current

Manager

Foot Locker
10.2019 - 03.2024

Software Technician

VP Technology
06.2017 - 08.2019

Associate of Arts - Business Management

College of Staten Island of The City University of New York

High School Diploma -

New Dorp High School

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Steven Perez