Experienced banking professional that is self-motivated, eager to contribute, learn and evolve. Known for a proactive approach, sales acumen, and dedication to teamwork.
Overview
8
8
years of professional experience
Work History
Associate Banker
JP Morgan Chase
09.2022 - Current
Provide exceptional customer service by assisting clients with account inquiries, transactions, digital banking, and financial product information.
Conducted financial needs assessments to recommend appropriate banking solutions tailored to individual customer goals.
Collaborated with team members to achieve branch sales goals and participated in training sessions to stay updated on banking products and services.
CSR II (Supervisor)
Bank of America
01.2018 - 02.2022
Delivered high-quality customer service, resolving complex client inquiries and issues promptly and effectively.
Acted as a supervisor, providing guidance and support to a team of client service representatives, ensuring adherence to service standards and policies.
Handled escalated client concerns, demonstrating leadership skills to de-escalate situations and find satisfactory resolutions.
Conducted training sessions for new hires, emphasizing the importance of client-centric approaches and operational procedures.
Collaborated with management to improve team performance, implement process enhancements, and achieve service excellence.”
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank
VP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global GroupVP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global Group