Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
Generic

Susan Waliczek

New Lenox,IL

Summary

Accomplished Associate Banker at JPMorgan Chase, adept in financial planning and customer service, enhanced client trust through personalized advice and efficient transaction handling. Excelled in mentoring, fostering team integration, and expanding business by tailoring products to client needs. Demonstrated proficiency in sales and creative thinking, significantly contributing to branch operations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

13
13
years of professional experience

Work History

Associate Banker

JPMorgan Chase
08.2022 - 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.
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.

Personal Banker

JPMorgan Chase
01.2015 - 08.2022
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Teller

JPMorgan Chase
12.2011 - 12.2014
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.

Education

High School Diploma -

Reavis High School
Burbank, IL
05.2011

Skills

    Sales proficiency

    Financial Planning

    Branch operations

    Customer Service

    Educating clients

    Opening and closing procedures

    Security knowledge

    Creative Thinking

    Recordkeeping requirements

    Documentation skills

    Small business operations

Affiliations

  • Polish Highlanders Alliance of North America

Languages

Polish
Native or Bilingual

Timeline

Associate Banker

JPMorgan Chase
08.2022 - Current

Personal Banker

JPMorgan Chase
01.2015 - 08.2022

Teller

JPMorgan Chase
12.2011 - 12.2014

High School Diploma -

Reavis High School

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Susan Waliczek