Summary
Overview
Work History
Education
Skills
References
Accomplishments
Certification
Timeline
Generic

Zahura Begum

Queens,NY

Summary

Results-driven Private Client Banker with strengths in relationship management, cash management, and bilingual communication. Committed to delivering exceptional client service and developing strategies that help clients achieve their financial objectives.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Chase Private Client Banker

JPMorgan Chase
Brooklyn, NY
10.2022 - Current
  • Mentored new associates, enhancing onboarding processes and team integration.
  • Consulted specialized partners, including estate planners and attorneys, as needed.
  • Provided exceptional client service by responding promptly to inquiries and requests.
  • Conducted joint meetings with Financial Advisor to analyze client portfolios for improvement opportunities.
  • Identified customer financial needs and recommended suitable product and service options.
  • Developed strategies to assist clients in achieving their financial objectives.
  • Managed maintenance and correspondence for new and existing accounts effectively.
  • Coordinated group presentations on financial services to attract new clients.

Relationship Banker

JPMorgan Chase
Brooklyn , NY
08.2020 - 10.2022
  • Collaborated with mortgage and wealth management partners to address specialized customer needs.
  • Developed promotional strategies that attracted new customers to bank products and services.
  • Investigated and corrected errors in customer and bank records upon request.
  • Managed processes for modifying, opening, and closing customer accounts.
  • Educated customers on leveraging technology for effective financial transaction management.

Banker Teller

Chase Bank NA
Brooklyn , NY
10.2015 - 12.2016
  • Recorded customer transactions and issued computer-generated receipts efficiently.
  • Monitored customer behaviors to enhance facility security and protect assets.
  • Balanced teller drawers consistently throughout the day according to established procedures.
  • Delivered exceptional service by maintaining professionalism during every transaction.

Education

Business Management -

Medgar Evers College
Brooklyn, NY
01.2012

Diploma -

Canarsie High School
Brooklyn, NY
01.2009

Skills

  • Bengali and Hindi proficiency
  • Cash management
  • Relationship management
  • Customer Service-oriented
  • Problem solving
  • Cross-functional collaboration
  • Cross-selling products

References

References furnished upon request

Accomplishments

  • Exceeded expectation by leading 1st and 4th Quarter campaign.

Certification

  • Series 6
  • Series 63
  • Life Insurance

Timeline

Chase Private Client Banker

JPMorgan Chase
10.2022 - Current

Relationship Banker

JPMorgan Chase
08.2020 - 10.2022

Banker Teller

Chase Bank NA
10.2015 - 12.2016

Business Management -

Medgar Evers College

Diploma -

Canarsie High School

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