Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Uyen Pham

Uyen Pham

Garden Grove,CA

Summary

Specialized in managing account setups and customer service operations for financial institutions. Experienced in client inquiry resolution, financial document processing, and regulatory compliance. Strong organizational and communication skills drive efficiency in operations. Improved customer satisfaction rates through effective account management and resolution strategies.

Overview

4
4
years of professional experience

Work History

Private Client Banker

JPMorgan Chase
06.2025 - Current
  • Managed client portfolios, delivering personalized banking solutions to meet financial goals.
  • Developed strong relationships with clients, enhancing customer satisfaction and retention rates.
  • Collaborated with cross-functional teams to ensure seamless client service delivery.
  • Monitored market trends and regulatory changes, adapting services accordingly for compliance.
  • Trained junior bankers on operational procedures and best practices in client relationship management.
  • Proactively identified potential issues within client portfolios, taking timely action to mitigate risks or capitalize on opportunities.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
  • Participated in ongoing professional development to continuously enhance skills and market expertise.

Relationship Banker

JPMorgan Chase
06.2023 - 06.2025
  • Consistently exceeded performance goals and benchmarks set for role.
  • Provided exceptional customer service by addressing client inquiries and resolving issues efficiently.
  • Assisted clients in understanding banking products and services to enhance their financial literacy.
  • Executed daily transactions accurately, ensuring compliance with banking regulations and procedures.
  • Developed personalized banking solutions by assessing client needs and recommending appropriate services.
  • Maintained detailed records of customer interactions to improve service delivery and follow-up processes.
  • Collaborated with team members to streamline workflows, enhancing operational efficiency within the branch.
  • 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.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Demonstrated exceptional results, surpassing all key performance indicators.

Teller

Citibank
06.2021 - 06.2023
  • Processed customer transactions accurately and efficiently using point-of-sale systems.
  • Assisted customers with inquiries regarding account services and banking products.
  • Maintained accurate cash drawer balances through diligent counting and reconciliation practices.
  • Provided support in handling customer complaints, ensuring a positive resolution experience.
  • Collaborated with team members to uphold branch security protocols and compliance standards.
  • Educated customers on self-service banking options and digital tools for enhanced convenience.
  • Contributed to maintaining a clean and organized work environment to enhance customer experience.
  • Processed customer transactions promptly, minimizing wait times.
  • Leading member of President's Club

Education

Bachelor of Arts - International Business

University of Bedfordshire
United Kingdom
11.2020

Skills

  • LICENSED BANKER (SIE,
    Series 6, Series 63, Life and Health Insurance Liscense )
  • Financial advising
  • Client relationship management
  • Wealth management
  • Regulatory compliance
  • Customer service
  • Sales promotion
  • Problem solving
  • Communication skills
  • Attention to detail
  • Portfolio management

Languages

Vietnamese
Native or Bilingual

Timeline

Private Client Banker

JPMorgan Chase
06.2025 - Current

Relationship Banker

JPMorgan Chase
06.2023 - 06.2025

Teller

Citibank
06.2021 - 06.2023

Bachelor of Arts - International Business

University of Bedfordshire

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