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Personal Banker Small Business Specialist Manager Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary
Excellent customer service skills developed from over 2 years working as a Personal Banker at JPMorgan Chase & New York Life Insurance Company, 4 years as a customer service point of contact for home business, and as a business analyst within an engineering environment Works with cross functional teams at JPMorgan Chase in investments, mortgage, loan divisions to provide optimal solutions for valued customers Recommends the appropriate course of action/processes to eliminate customers wait time, increase customer satisfaction, to ensure a healthy core business Analyzes financial risks in deterring fraud based on observations of inconsistent account activity Quantifies costs and sales productivity trends in daily reports to management Excellent verbal and written communication skills directed to a diverse range of customers from working in Everett at JPMorgan Chase as a small business personal banker Motivated self-starter performing in a rapidly changing environment at JPMorgan Chase satisfying branch customer needs while also balancing sales and acquisition tasks in growing overall branch revenue Multilingual (Languages: Mandarin, Japanese, and Taiwanese) with international work experience teaching abroad Microsoft office suite fluency working with MS Excel (pivot tables, v-lookups), MS Project, MS Access throughout project lifecycle at Flow international during Ennovia, CATIA software deployments
Highlights
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Accomplishments
Experience
Personal Banker - Small Business Specialist, Manager, 12/2012 to Current
Homeserve UsaSun City West, AZ,
  • Makes presentations regularly to management on productivity metrics providing resource forecast analysis and financial performance reporting on branch benchmarks (customer service, sales acquisition, service throughput) Small business specialist at the branch driving business sales and acquisition in checking, savings, loans Performs as a manager on duty, providing leadership and promoting a positive attitude in a fast paced environment throughout customer rush cycles at the branch Lowers overall costs of every clients' financial picture while improving the quality of their banking experience driving finance efficiency Collects and analyze data from clientele to maximize their personal asset utilization, tailoring recommendations to their financial needs Achievements Rated #1 branch for top overall customer satisfaction in district 2 years in a row for 2013, 2014 Ranked #3 banker for new sales acquisition and service productivity in entire District for 2014.
Business Analyst, 01/2011 to 06/2012
Iqor, TX,
  • Conducted FY2012 IT Sarbannes-Oxley (SOX) auditing for Change Management, Operations, Security controls validating 30+ controls over a 6 month period Prepared and designed processes for SOX audit: developed/updated SOX control walkthrough documents, interviewed SOX control owners, generated data samples, collected/validated system reports for data integrity, simulation testing to validate SOX controls in place against actual business process, recommended new process improvements to eliminate control failure Identified opportunities to increase productivity in SOX auditing process, established new process improvements and supported regulatory requirements of internal and external auditors Developed training schedules for satellite offices during ERP Microsoft Dynamics AX implementation and PLM project - ENOVIA/CATIA Global implementation for Latin America and Taiwan Participated in functional testing for ENOVIA modules - walkthrough test scripts, recorded results and wrote defect reports Drafted and updated SharePoint business process documents through appropriate change control methodology for setting up email/company applications for iPhone, Android platform Achievements Successfully completed auditing of all 2012 IT controls in compliance with SOX requirements Supported Microsoft Dynamics AX deployments in Japan, Taiwan and CATIA/ENOVIA deployments in United States locations.
Sales Agent, 06/2010 to 06/2011
New York Life Insurance CompanyCity, STATE,
  • Performed risk analysis, utilizing financial statistics/industry forecasts in designing financial solutions for established clientele base.
  • Gathered, analyzed financial data through consultation process and presented findings in spreadsheets generated by company FTIS software and Microsoft Excel.
  • Analyzed and provided solutions for clients' needs in areas of retirement planning, education saving, risk management and estate planning.
Education
Bachelor of Arts: Economics and International Studies Japan Studies, Expected in June 2010
University of Washington - Seattle, WA
GPA: Member of Omicron Delta Epsilon International Economics Honor Society Awarded departmental certificate in International Economics Dean's List Scholarship Status for five quarters (2010 Annual Status)
Economics and International Studies Japan Studies Member of Omicron Delta Epsilon International Economics Honor Society Awarded departmental certificate in International Economics Dean's List Scholarship Status for five quarters (2010 Annual Status)
Interests
Represented the firm at Rotary, Chamber of Commerce, trade shows, and networking events Licensed WA State Life, Disability, long term care insurance producer & Financial Securities Representative (FINRA Series 6 & 63) Set new agent first month commission (FYC) record for FY2010 grossing over $7,000 in first month commissions
Additional Information
  • Achievements Represented the firm at Rotary, Chamber of Commerce, trade shows, and networking events Licensed WA State Life, Disability, long term care insurance producer & Financial Securities Representative (FINRA Series 6 & 63) Set new agent first month commission (FYC) record for FY2010 grossing over $7,000 in first month commissions
Skills
auditing, banking, business process, CATIA, Change Management, consultation, clientele, clients, customer satisfaction, customer service, designing, driving, email, ERP, fast, finance, financial, functional, Latin, leadership, Microsoft Excel, PLM, presentations, processes, quality, reporting, risk analysis, risk management, sales, scripts, simulation, spreadsheets, statistics

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Resume Overview

School Attended
  • University of Washington
Job Titles Held:
  • Personal Banker - Small Business Specialist, Manager
  • Business Analyst
  • Sales Agent
Degrees
  • Bachelor of Arts

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