Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Yesenia Carreto

Glendale Heights,IL

Summary

Entrepreneurial, bilingual professional with proven workplace essentials of reliability, focus, and self-direction. Capable of quickly mastering new knowledge and synthesizing data to solve difficult organizational challenges. Hard-working individual who simultaneously manages work, business, and social responsibilities.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Client Development Professional

JPMorgan Chase
Chicago
09.2024 - Current
  • Responsibilities include assisting new clients in navigating JPMorgan’s website and trading platform, while identifying their needs to recommend tailored financial solutions.
  • Selected as a member of the pilot team for assisted account opening of trust brokerage accounts, directly contributing 8% of all accounts opened between May and July 2024.
  • Partnered with product managers and developers to enhance and streamline the account opening process, reducing average handle time by 13% since July.

Trader Associate

Charles Schwab
Chicago, IL
06.2023 - 09.2024
  • Played an active role in the successful transfer of 3.6 million new accounts during the last two transition waves from TD Ameritrade to Charles Schwab, ensuring accuracy and client satisfaction throughout the process.
  • Consistently ranked in the top 15% of Overall Satisfaction (OSAT) scores within the Chicago Trading Services sector
  • Assisted clients with trade execution and provided education on market dynamics and options strategies, while guiding them through the analysis and explanation of complex trading questions and issues

Associate Banker

Chase Bank
Addison, IL
07.2022 - 06.2023
  • Processing an average of 250 transactions per day in a timely and efficient manner in Illinois’s third busiest branch
  • Assist and process everyday transactions such as individual and business deposits, cashing and issuing checks, and account maintenance
  • Teach and demonstrate to clients how to use self-service options to complete their banking needs, including the Chase Mobile App, Chase.com, and the ATMs with up-to-date knowledge
  • Making referrals, suggestions, and connecting clients with other Chase employees to fully meet clients’ needs
  • Maintain knowledge in and process transactions in complacence with Federal Acts and Banking Regulations

Executive Intern

Phoenix Packaging
Naperville, IL
06.2021 - 07.2022
  • Co-authored $3 million international waste-to-fuel business proposal for company shareholders with the potential to sequester 2,300 meters of CO2 equivalent annually
  • Researched pyrolysis and gasification processes & interviewed five equipment manufacturers
  • Studied international syngas, diesel, gasoline, aviation gasoline and propane markets to develop functional cash flow models and return on investment calculations
  • Conducted bilingual interviews with city governments and waste management officials to understand regulatory environment and finance structure for municipal solid waste disposal
  • Reviewed corporate processes from union labor contract to overview of presidential duties
  • Began project for a Presidential Dashboard utilizing TOAD by applying basic clauses and retrieval commands to create simple quarries

Barista

Starbucks
Bloomingdale, IL
01.2020 - 07.2022
  • Assisted ~200 customers with basic troubleshooting & navigating Starbucks app, boosting same-store sales & line efficiencies
  • Trained new 3 barista hires on 80,000 drink combinations, $50,000 of equipment, cloud-based point-of-sale register and set standards for cooperation and teamwork with a diverse staff
  • Managed fast paced drive through, in-person & over-the-phone sales enabling 40-60 customers in rush hour supporting ~$1 million in store sales
  • Maintained a positive and professional attitude toward customers, even during service disputes, ensuring repeat customers.

Cashier/Customer Service

Portillos Restaurant
Bloomingdale, IL
02.2017 - 11.2019
  • Managed stress while responding promptly to 70-80 drive-through customer despite extreme weather conditions during rush hour
  • Quickly & accurately prepared/served orders from 250 item menu with thousands of combinations
  • Appropriately involved supervision when acknowledging and resolving customer complaints
  • Accurately processed cash, credit, and debit payments supporting $7 million in store sales.

Education

Bachelor of Arts - Economics

University of Illinois At Chicago
12.2022

Skills

  • Customer Service
  • Team Collaboration
  • Securities Trading
  • Regulatory Compliance
  • Consumer Banking
  • Microsoft Office (Word, PowerPoint, Excel)
  • Client onboarding
  • Client relationship management

Certification

  • Series 7
  • Series 63

Languages

Spanish
Native/ Bilingual

Timeline

Client Development Professional

JPMorgan Chase
09.2024 - Current

Trader Associate

Charles Schwab
06.2023 - 09.2024

Associate Banker

Chase Bank
07.2022 - 06.2023

Executive Intern

Phoenix Packaging
06.2021 - 07.2022

Barista

Starbucks
01.2020 - 07.2022

Cashier/Customer Service

Portillos Restaurant
02.2017 - 11.2019

Bachelor of Arts - Economics

University of Illinois At Chicago

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Yesenia Carreto