Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
17
17
years of professional experience
Work History
Relationship Banker & Small Business Specialist
JPMorgan Chase
Winter Park
11.2022 - Current
Build and manage strong relationships with personal and business clients, providing tailored financial solutions to meet banking, lending, and small business needs.
Deliver guidance on business banking products including credit, treasury services, and merchant processing to help clients grow their businesses.
Partner with specialists and managers to ensure seamless client experiences while driving branch growth and revenue.
Identify cross-sell opportunities, consistently exceeding sales and service goals.
Conduct in-depth financial reviews to uncover client needs and offer personalized solutions.
Lead Associate Operations
JPMorgan Chase
Winter Springs
02.2009 - 11.2022
Monitored daily operations and supported Branch Manager in necessary duties.
Planned and coordinated risk mitigation strategies to protect company assets.
Provided bank leadership in absence of branch manager.
Supervised branch team members and provided management with suggestions regarding performance assessments.
Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
Trained employees on cash drawer operation.
Balanced daily cash deposits and vault inventory with zero error rate.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
#1 Club Member
McDonald's
Central Islip
08.2008 - 02.2010
Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
Operated cash register, collected payments and provided accurate change.
Inventoried stock and placed new orders to keep supplies within optimal levels for expected demands.
Oversaw work of cashiers to identify strengths and weaknesses in customer service, payment processing or merchandising plans and maximize performance.
Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
Increased sales by suggesting specific complementary items to customers.
Learned roles of other departments to provide coverage and keep store operational.