Summary
Overview
Work History
Education
Skills
Timeline
Generic

Susie Holder

Brenham,TX

Summary

Dynamic banking professional with extensive experience at

JP Morgan Chase, excelling in client account management and customer relations. Proven track record in compliance and operational efficiency, enhancing customer satisfaction through effective service delivery. Skilled in bookkeeping and fostering team collaboration, driving success in fast-paced environments.

Overview

51
51
years of professional experience

Work History

Assistant Vice President

Chappell Hill Bank
06.2006 - Current
  • Teller Work
  • Customer Service, Opening New Accounts,Answer phones
  • Assisted with compliance regulatory requirements
  • Balancing General Ledger Accounts.

Bookkeeper

Lillian Farms
08.2012 - Current
  • Work in the evenings keeping books for Lillian Farms Bed and Breakfast.
  • Established QuickBooks accounting system to reflect accurate financial records.

Cashier

Dairy Bar
03.2002 - 11.2012

Worked part time in the evenings taking care

of customers

  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.

Personal Banker

JPMorgan Chase
09.1979 - 06.2006
  • Executed daily transactions, ensuring compliance with banking regulations and company policies.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Catalog Department Supervisor

J C Penney's
11.1974 - 09.1979
  • Supervised daily operations
  • Trained and mentored staff, fostering a collaborative team environment.
  • Customer Service
  • Coordinated schedules and workload distribution

Education

No Degree - Mathematics

College of The Mainland
Texas City, TX

High School Diploma -

LaMarque High School
La Marque, TX
05-1975

Skills

  • Bookkeeping
  • Client account management
  • Customer relations
  • Customer service
  • Mail handling
  • Desktops, laptops, and mobile devices
  • Money handling experience

Timeline

Bookkeeper

Lillian Farms
08.2012 - Current

Assistant Vice President

Chappell Hill Bank
06.2006 - Current

Cashier

Dairy Bar
03.2002 - 11.2012

Personal Banker

JPMorgan Chase
09.1979 - 06.2006

Catalog Department Supervisor

J C Penney's
11.1974 - 09.1979

No Degree - Mathematics

College of The Mainland

High School Diploma -

LaMarque High School
Susie Holder