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Click here or scroll down to respond to this candidateCandidate's Name
Tampa, Florida, United StatesEMAIL AVAILABLE PHONE NUMBER AVAILABLELINKEDIN LINK AVAILABLESummaryI have been working in Financial Institutes as Client Servicing specialist with over five years of customer facing professional experience. I have worked throughout the entire customer service process in J.P.Morgan Chase Bank as an associate banker in the past 5 years.Documentation review, process management, account opening/maintenance, changing account details, working with cash and securities products and providing documentation for regulatory purposes has been part of my daily activities.I have done client on-boarding, performed day-to-day management of the account opening and maintenance processing.I understand client requirements and implemented them to provide excellent service to the clients and internal/ external partners.Monitoring client satisfaction, providing solutions to help clients and address their needs better has always been my priority.I am passionate in working in a financial/banking domain, provide excellent long-lasting customer service and excel processes using IT enablers. I love working in a team and do tasks that need accuracy. I have the ability to multi-task effectively to partner with various internal groups and navigate client relationships. I am an independent, self-motivated individual with the ability to adapt and be flexible in a team environment. I have proven work ethics and ability to self-start with exceptional organizational skills. I have the ability to analyze and draw conclusions from data, multi-task and prioritize assignments with strong attention to detail.ExperienceAssociate BankerJPMorgan Chase & Co.Nov 2019 - Present (3 years 7 months)As a banker at Chase, I play a vital role in ensuring our Customer Promise comes to life for our clients. I will also play a key role helping customers understand our latest technology banking products and proactively helping them access that technology via multiple self-service ways. This will allow our customers to bank and invest when, where and how they want. I am at the forefront of delivering an exceptional customer experience by fostering long-lasting, meaningful relationships. I help customers with everyday transactions, build rapport and introduce them to our One Chase family.Associate BankerJPMorgan Chase & Co.Jan 2016 - Apr 2018 (2 years 4 months)I am passionate about helping people, helping to improve the lives of our customers through financial solutions, education and advice.I contribute significantly to the success of the branch and helping customers by: Candidate's Name - page 1- Engaging the client by welcoming them warmly with a pleasant demeanor, using the clients name whenever possible, and thanking them for doing business with Chase- Assisting customers and making clients feel appreciated- Developing an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs whenever, wherever and however they want with self-service options, including the Chase mobile app, Chase.com, and ATMs- Exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels- Proactively collaborating with others to help customers Helping build relationships with customers by connecting them with team members who can help them address their financial needs- Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements- Supporting customers with traditional banking needs and complex service transactions putting the customers needs at the center of everything- Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goalsSales AssociateMacy'sOct 2014 - Dec 2015 (1 year 3 months)I am a results driven retail Sales Associate that is responsible for all sales activities, from lead generation through to close. I am able to elevate company standards, achieve sales goals and meet clients expectations.Here part of my responsibilities: Ensure high levels of customer satisfaction through excellent sales service; Assess customers needs and provide assistance and information on product features; Go the extra mile to drive sales; Maintain in-stock and presentable condition assigned areas; Actively seek out customers in store; Remain knowledgeable on products offered and discuss available options; Cross sell products; Team up with co-workers to ensure proper customer service; Build productive trust relationships with customers.Customer Service RepresentativeLG ElectronicsMay 2007 - Mar 2008 (11 months)I was serving customers by providing product and service information; resolving product and service problems.Counter ManagerAhange Koohestan ( Tour and Travel Agency )Apr 2005 - May 2006 (1 year 2 months)Sales and Marketing travel packages and providing information to the customers. EducationUniversity of Applied Science and TechnologyAssociate's degree, Documents and Deeds Translation Candidate's Name - page 22007 - 2009Moghadam SamanHigh School, Software1999 - 2003Golhaye DaneshInformation Technology Technician, Computer Software 2000 - 2001I have obtained Pascal Programming, Operating Systems and Hardware Repair certificates. Licenses & CertificationsPascal Programming - Golhaye Danesh InstituteIssued Oct 2000 - Expires Nov 2001Operating System - Golhaye Danesh InstituteIssued Oct 2000 - Expires Nov 2001Introduction to Programming Using Python - Franklin University This was a course taken at Franklin UniversityWeb Design and Development - eCornellSkillsClient Onboarding Open Accounts Maintane Accounts Cash and Securities Accounts Data Entry Banking Information Technology Operating System Retail Merchandising Candidate's Name - page 3 |
