Responsible, trustworthy Chase Personal Banker with extensive experience working with customers with extensive financial resources. Tenaciously committed to maintaining privacy of private bank patrons. Adept at multi-tasking and meeting deadlines established by bank patrons as well as regulatory authorities.
Command of banking regulations
Proactive problem solver
Effective written and oral communicator
Enthusiastic team player
March 2011 to October 2012 Chase Bank—New Cityland, CA Chase Personal Banker
Assigned to assist personal banking clients with larger portfolios in meeting their individualized banking needs, goals and objectives.
Increased value of investment portfolios of assigned customers an average of 12% per annum.
Named employee of the year twice during tenure with the private banking department.
Trained new staff members upon hiring with the personal banking department.
October 2012 to January 2014 Chase Bank—New Orleans, LA Chase Personal Banker
Provided one on one personal banking services to small business owners looking for effective means of planning and investing for retirement.
Conducted seminars for people planning for retirement.
Oversaw initial intake of new customers in the personal banking department.
Coordinated customer investment with other departments at bank and with other financial services and investment firms.
January 2014 to Present Chase Private Bank—Palm Beach, FL Senior Claims Adjuster
Oversaw personal banking services for affluent senior citizens residing in South Florida, including seasonal residents.
Developed specialized informational resources for senior customers interested in maintaining or increasing the return on their banked funds.
Presented seminars for senior citizens and their families in Palm Beach and elsewhere in South Florida.
Trained new hires at this stand alone private bank.
2009 University of California, New Cityland, CA Bachelor of Arts, Business Administration