TIMOTHY YERKES
Charlotte,North Carolina
Summary
Dedicated banking professional well-versed in developing long-lasting and productive relationships with small business customers. Skilled at reviewing accounts and business packages with a practiced eye in order to propose improvements and resolve issues. Excellent communicator and multitasker with strong planning and conflict-resolution skills.
Overview
5
5
years of professional experience
Work History
Associate Banker-Market Expansion
JP Morgan Chase & Co.
Charlotte, NC
06.2023 - 03.2024
- Connected Clients with the relevant department, branch, advisor, or banker to help them meet their financial needs and goals
- Provide high-level customer service through friendly approach, strong professionalism, and timely assistance with client transactions
- Assisted customers in opening new accounts, maintenance with existing accounts, and giving advice on banking products
Sales Intern
Financial Independence Group
Cornelius, NC
12.2022 - 01.2023
- Made sales calls marketing financial products and FIG services up to 100 a day
- Conducted market research on financial firms through data websites to find compatibility with FIG and their products
- Attended client meetings with executives and sales representatives of the firm
Plumbing Apprentice
Heyworth Plumbing Company Inc.
Charlotte, NC
06.2019 - 09.2021
- OSHA certified through an online course
- 40+ Hours plus a week
- Assisted master plumbers with construction and installation of various water and gas systems underground.
Education
B.B.A. Marketing -
The University of Mississippi
05.2023
Skills
- Customer Service
- Relationship building
- Strategic thinking
- Detail Oriented
- Team Player
- Knowledge on banking products
- Cross-Selling and Partner Referrals
- CRM Systems
Timeline
Associate Banker-Market Expansion
JP Morgan Chase & Co.
06.2023 - 03.2024
Sales Intern
Financial Independence Group
12.2022 - 01.2023
Plumbing Apprentice
Heyworth Plumbing Company Inc.
06.2019 - 09.2021
B.B.A. Marketing -
The University of Mississippi
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