Timothy Johnson
Richardson,TX
Summary
QA and compliance specialist with several years of experience interpreting QA standards, investigating customer complaints, and resolving non-conformance issues through data-driven analysis.
Overview
1
1
Certification
2
2
years of post-secondary education
10
10
years of professional experience
Work History
Savings Specialist
Marcus by Goldman Sachs
Richardson, Texas
12.2024 - 10.2026
- Reviewed account records for accuracy and compliance, ensuring regulatory standards and quality assurance were met.
- Coordinated with internal teams to resolve service issues and clarify policy questions, improving customer support response times.
- Processed account requests, safeguarding sensitive information and maintaining confidentiality standards.
Licensed Personal Banker
JPMorgan Chase
Richards, Texas
11.2021 - 11.2024
- Managed a portfolio of high net worth clients, providing personalized advice on investments, insurance products, and estate planning strategies.
- Identified cross-selling opportunities for bank products and services, resulting in increased customer engagement and satisfaction.
- Educated customers on features of bank products, including checking accounts, debit cards, and credit cards, facilitating informed decision-making.
- Verified customer identities and maintained compliance records, ensuring regulatory adherence and minimizing risk.
Customer Service Representative
Rushmore Loan Management Services LLC
Dallas, TX
04.2021 - 11.2021
- Guided mortgage borrowers with loan status updates and addressed payment inquiries at lending company.
- Evaluated performance metrics in weekly sales meetings to develop actionable improvement strategies.
- Analyzed performance metrics during weekly sales meetings to identify improvement strategies.
Personal Banker
Wells Fargo N.A
Dallas, TX
12.2016 - 04.2021
- Analyzed customer financial information to recommend tailored banking products, improving customer satisfaction.
- Established customer accounts using banking software, streamlining onboarding process.
- Verified customer identities and completed compliance documentation, maintaining regulatory compliance.
Personal Banker
Enterprise Bank & Trust
St Louis, Missouri
07.2016 - 11.2016
- Met with customers to analyze financial needs and maximize sales opportunities.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Maintained accurate records of all transactions conducted throughout the day.
Education
General Studies
St. Louis Community College Florissant Valley
St Louis, MO 08.2011 - 12.2013
McCluer North High School
St Louis, MOSkills
- Banking software
- Transaction processing
- Regulatory compliance
- Identity verification
- Account management
- Customer account management
- Customer relationship management
- Credit risk analysis
Certification
- Previously licensed in Insurance Life and Health, Series 6 and Series 63
Timeline
Savings Specialist
Marcus by Goldman Sachs
12.2024 - 10.2026
Licensed Personal Banker
JPMorgan Chase
11.2021 - 11.2024
Customer Service Representative
Rushmore Loan Management Services LLC
04.2021 - 11.2021
Personal Banker
Wells Fargo N.A
12.2016 - 04.2021
Personal Banker
Enterprise Bank & Trust
07.2016 - 11.2016
General Studies
St. Louis Community College Florissant Valley
08.2011 - 12.2013
McCluer North High School