Private Client Banker at JPMorgan Chase Bank, N.A.

United States Contact Info
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About

Highly reliable and focused with an exceptional client service record and extraordinary depth of banking knowledge. Able to explain complex financial management concepts to wide variety of professional and non professional audiences. Adept at working independently or as part of professional banking team.
Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
- Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
- Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Adhering to policies, procedures and regulatory banking requirements

Activity

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Experience

  • JPMorgan Chase Bank, N.A.

    JPMorgan Chase Bank, N.A.

    9 years 7 months

    • JPMorgan Chase Bank, N.A. Graphic

      Private Client Banker

      JPMorgan Chase Bank, N.A.

      - Present 5 years 11 months

      Berkeley California

    • JPMorgan Chase & Co. Graphic

      Relationship Banker

      JPMorgan Chase & Co.

      - Present 9 years 7 months

      San Francisco Bay Area

      Enjoy interacting with people and build lasting relationships. Finding creative solutions to everyday challenges. Delivering an outstanding experience to customers. Acquire, manage, retain meaningful relationships with customer. use financial knowledge to offer thoughtful solutions to help address customer financial needs

  • JP Morgan Chase Bank N.A Graphic

    Personal Banker

    JP Morgan Chase Bank N.A

    - 1 year 8 months

    San Francisco Bay Area

    Responsible for performing intermediate duties and support related to branch operational activities and financial service; processes all new account transactions; assisting customer in their selection of various accounts and financial service. offer Bank's products and services match customer's need .performing branch clerical duties; required to be full knowledgeable and skilled in the area of teller, vault, safe deposit, processing and boarding DDA lines of credit

  • Bank of America

    Bank of America

    6 years 5 months

    • Bank of America Graphic

      Foreign Currency Teller

      Bank of America

      - 11 months

      Berkeley, California

      - Introduced customer to new products and service, and generated leads for other members of the sale team to close
      - Created sales goals and continued to advance the extra mile to greet customers, making them feel welcome while teaching about financial needs
      - Processed 20-25 customer transaction with no mistakes, ensuring attention to detail and the following of procedures
      - Responsible for maintaining Automatic Teller Machine (ATM), balancing cash drawer, converting foreign currency,…

      - Introduced customer to new products and service, and generated leads for other members of the sale team to close
      - Created sales goals and continued to advance the extra mile to greet customers, making them feel welcome while teaching about financial needs
      - Processed 20-25 customer transaction with no mistakes, ensuring attention to detail and the following of procedures
      - Responsible for maintaining Automatic Teller Machine (ATM), balancing cash drawer, converting foreign currency, and attending to safety deposit boxes and merchant/vault
      - Developed and improved skills through training programs and regular feedback discussions with supervisors, which helped further the professional experience

    • Bank of America Graphic

      Merchant Teller

      Bank of America

      - 5 years 7 months

      Berkeley, California

  • Bank of America Graphic

    Part time Teller

    Bank of America

    - 5 months

    Oakland, California

  • Assistant Manager

    Omei Kun

    - 1 year 5 months

    san leandro

  • Oakland Pharmacy Graphic

    Receptionist

    Oakland Pharmacy

    - 1 year 9 months

    oakland

    Welcomes students by greeting them. In person or on the telephone; answering or referring inquires. handle payment for the students

Languages

  • English

    Professional working proficiency

  • Cantonese

    Native or bilingual proficiency

  • Mandarin

    Native or bilingual proficiency

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