Steven Wilson
Flint,MI
Summary
Dynamic professional with a strong background in client relations and customer service, honed at JPMorgan Chase. Proven ability to educate clients on financial products while managing risk effectively. Excel in team collaboration and cross-selling, consistently enhancing customer satisfaction and loyalty through personalized service and attention to detail.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate Banker - ME
JPMorgan Chase
06.2025 - Current
- Educated customers on banking products and services to promote financial literacy.
- Managed daily cash handling procedures to ensure accuracy and security of funds.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
Cafe Associate
Sam’s Club
02.2024 - 06.2025
- Assisted customers with product selections, providing knowledgeable recommendations.
- Handled customer inquiries and resolved issues promptly, ensuring satisfaction.
- Provided exceptional customer service, addressing concerns promptly and professionally.
Team Lead
Tim Hortons
05.2023 - 02.2024
- Supervised daily operations to ensure exceptional customer service and product quality.
- Led team meetings to communicate goals, updates, and motivate staff toward achieving targets.
Crew Member
Tim Hortons
06.2022 - 05.2023
- Collaborated with team members to ensure efficient workflow.
- Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
Education
BBA - Finance
University of Michigan, Flint
Flint, MI2028
Skills
- Client relations
- Microsoft Excel proficiency
- Team collaboration
- Customer service
- Risk management policies
- Educating clients
- Cross-selling expertise
Certification
Asset and Portfolio Management Certificate
The Wharton School, University of Pennsylvania (Online), Feb 2026
Timeline
Associate Banker - ME
JPMorgan Chase
06.2025 - Current
Cafe Associate
Sam’s Club
02.2024 - 06.2025
Team Lead
Tim Hortons
05.2023 - 02.2024
Crew Member
Tim Hortons
06.2022 - 05.2023
BBA - Finance
University of Michigan, Flint