Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Taylor Zimmerman

North Port

Summary

Proven Relationship Banker at JPMorgan Chase with a strong track record in enhancing customer satisfaction through expert financial advising and relationship management. Excelled in sales, expanding client base significantly, and demonstrated exceptional customer service skills. Proficient in financial services and adept at fostering client relationships, ensuring both personal and financial growth.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
10.2012 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Monitored accuracy of customer information in system.

Server

Ivy Steakhouse
06.2010 - 07.2012
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.

Education

Associate Of Arts -

State College of Florida
Bradenton, FL

Port Charlotte High School
Port Charlotte, FL
05.2010

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial services
  • Financial advising
  • Financial reporting

Certification

Hold Securities Industry Essentials (SIE), Series 6, and Florida Health and Life licenses

Timeline

Relationship Banker

JPMorgan Chase
10.2012 - Current

Server

Ivy Steakhouse
06.2010 - 07.2012

Associate Of Arts -

State College of Florida

Port Charlotte High School

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Taylor Zimmerman