Chase Private Client Banker Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Resourceful Technical Support Specialist polished in restoring system functionality by quickly assessing and resolving diverse hardware and software problems. First-rate troubleshooting, diagnostic and repair skills combined with strong attention to detail and systematic approach. Proficient in Salesforce, Windows Os XP to 10, Mac Os X to Big Sur, Google Suite, MS office suite.

  • Hardware configuration
  • Troubleshooting and diagnostics
  • Computer configurations
  • Issue and conflict resolution
  • Project management
  • Staff development
  • Salesforce Management
  • Customer service
  • Technical issue analysis
  • Computer maintenance
  • Windows XP/Vista
  • Time management
09/2012 to 08/2021 Chase Private Client Banker JPMorgan Chase | City, STATE,
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Implemented services to assist company in maintaining exceptional client service ratings on external audits. Yielding a consistent 89% and above in our OSAT customer satisfaction survey.
  • Maximized branch revenue by optimizing daily operations. Which gave us a (Year over Year) growth of 22% in our P&L
  • Created detailed financial models and applied analytical tools to facilitate variance analysis. Resulting developing sale strategy that lead to increase new money by 12%, first time investors by 10%, additional increase in existing investment money by 32%
  • Expanded customer relationships by maintaining regular follow-up processes and rapport. Through a proficient use of customize Salesforce software (Client Central) to make 100 calls weekly and 60 new contact emails. Also used to create a monthly pipeline (funnel) database of 30% acquisition from calls and emails made weekly.
09/2012 to 08/2021 Branch Lead Technology JPMorgan Chase | City, STATE,
  • Tackled troubleshooting and problem resolution to support end-user technical issues.
  • Performed walk-throughs for new hires to aid in technological onboarding processes. Helping new hires with SSO setup, proprietary software (myconnect, client central, finical service desk, homepage).
  • Maintained working knowledge of current hardware, software, applications and equipment by completing required training and reading applicable literature. Hardware being new ATM machines, cash recyclers, all-in-one printers, and tablets. Any new proprietary software and updates to Chase Mobile App in IOS and Android OS.
  • Set up new desktop systems and configured laptops for incoming employees and loaded required software and server permissions.
  • Lead Bronx East Market in setting up Client Central (Salesforce) and mentoring on market's bankers on use of software and creating effective Kbase articles on topics of basic software troubleshooting, hardware intergration troubleshooting, and basic use of software. Resulting in an high 98% effective usage of Client Central (Salesforce) VS. company expectation of 80% effective usage rate.
  • Identified problems in peripherals such as printers, scanners, tablets, equipment ( ATMs, Cash Recyclers, Cash counters) and desktops, applying required fixes or escalating issues.
01/2010 to 09/2012 Geek Squad Senior Agent Best Buy, Geek Squad | City, STATE,
  • Trained and mentored department with 15 people, promoting positive working environment and staff dedication.
  • Identified underperforming processes within the department and executed new methods that showed improvement within 3 months. That lead to increase of intake of 38 devices (desktops, laptops, tablets, TVs, smart phones) per day VS. 17 devices a day. Shorten our turn around time for repairs from 1 week to 3 days.
  • Collected customer feedback and made process changes to exceed customer satisfaction goals. Resulting top 80% in NPS customer survey ( making us always 3rd best precinct in NY and top 10 in Country)
  • Removed malware and viruses from laptops and desktop systems using specialized software (MRI BDE).
  • Advised customers and users on required maintenance practices for laptop, desktops, and tablets to support OEM warranty / Best Buy extended warranty requirements and industry best practices. This lead to a 56% decrease in computer (desktop & laptop) purchase returns.
  • Coordinated ticket fulfillment among multiple technicians and teams to reduce redundancy and accelerate response times. Resulting month over month being always top 3 precinct in NY based on 92% queue time response per ticket, 89% ticket escalation follow up
08/2008 to 01/2010 Computer & Tablet Specialist Best Buy | City, STATE,
  • Demonstrated products to customers, discussed features and redirected objections to capture sales. Resulting 48% capture rate for Geek Squad Services month over month, 27% attachment rate on accessories month over month.
  • Helped customers sign up for loyalty programs and submitted completed paperwork. Resulting 30% attachment rate for Best Buy Rewards.
  • Met or exceeded upselling and credit card sign-up targets on consistent basis by leveraging excellent communication and interpersonal strengths. Earning me top MVP sales for 2 consecutive years in the store.
  • Demonstrated product features by employing knowledge of technology and gadgets.
  • Walked customers through in-store demonstrations to support better understanding of product features.
  • Maximized sales potential by training new members in improved sales strategies. Resulting PCHO Department taking Gold Banner for 3 years for top performance by exceeding above 189% in sales and 115% profit
Education and Training
Expected in 05/2009 Associate of Science | CAD Technology CUNY City College, New York, NY, GPA:
  • Major in Mechanical Engineer
Native/ Bilingual
  • Series 6 and 63 License
  • Life & Health Insurance License

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Resume Strength

  • Formatting
  • Length
  • Measurable Results
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • CUNY City College
Job Titles Held:
  • Chase Private Client Banker
  • Branch Lead Technology
  • Geek Squad Senior Agent
  • Computer & Tablet Specialist
  • Associate of Science

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