Valentina Duque Valderrama
Palm Beach Gardens,FL
Summary
Professional with eighth years of experience in the financial industry; with excellent ability to build strong and lasting relationships with clients, providing banking solutions that meet their needs and goals. Motivated to learn, grow and excel.
Overview
10
10
years of professional experience
Work History
Licensed Relationship Banker
JPMorgan Chase
01.2023 - Current
- Delivers an exceptional customer experience by acting with a customer-first attitude
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Strong desire and ability to influence, educate, and connect customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Ability to learn products, services, and procedures quickly and accurately and deliver solutions that make our One Chase products work together
- Partners with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Relationship Banker in Trainee
JPMorgan Chase
01.2022 - 12.2022
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Finished Licenses SIE, Series 6 and Life Insurance
Associate Banker
JPMorgan Chase
04.2019 - 12.2021
- Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
- Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
- Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
- Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
- Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Integral Advisor II
Bancolombia S.A
12.2015 - 07.2017
- Reached out to potential customers to generate new business
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Assisted clients in making beneficial and strategic decisions regarding investments and saving plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Advised and executed clients mortgage, auto and personal loans.
Teller
Bancolombia S.A
11.2013 - 12.2015
- Received customer deposits, withdrawals, and payments.
- Accepted cash from customers.
- Supported the bank sales team by identifying customer needs and then promoting current offers to them.
- Controlled and monitoring the levels of cash in the teller drawer and following all check cashing and cash handling procedures.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Promoted products or services to each customer to consistently achieve sales targets.
Education
Graduate degree - Strategic and Financial Management
Universidad Autonoma Del Caribe
Colombia Bachelor's Degree - International Business and Finance
Universidad Autonoma del Caribe Barranquilla Atlantico
2015
Skills
- Energetic
- Enthusiastic
- Teamwork
- Customer Service
- Fluent in English/Spanish
- Leadership
- Sales Expertise
- Financial Advising
- Active Listening
Timeline
Licensed Relationship Banker
JPMorgan Chase
01.2023 - Current
Relationship Banker in Trainee
JPMorgan Chase
01.2022 - 12.2022
Associate Banker
JPMorgan Chase
04.2019 - 12.2021
Integral Advisor II
Bancolombia S.A
12.2015 - 07.2017
Teller
Bancolombia S.A
11.2013 - 12.2015
Graduate degree - Strategic and Financial Management
Universidad Autonoma Del Caribe
Bachelor's Degree - International Business and Finance
Universidad Autonoma del Caribe Barranquilla Atlantico
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