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Yyyyyy x. yyyyyy
xxxxxx 102nd Ave. ￨ Richmond Hill, XXXXXX xxxxxx
xxx-xxx-xxxx
￨ abc@xyz.com
Objective
Personable communicator seeking the Service Associate role in Wealth Management at JPMorgan Chase.
Summary of Qualifications
Excellent listening, verbal communication and interpersonal skills to collaborate effectively with colleagues.
Promoted to positions of greater responsibility for consistently exceeding performance objectives.
Genuine passion for banking and finance as well as providing exceptional service to customers.
Impeccable judgment and stellar attention to detail skills in order to achieve job goals.
Adaptable, versatile and flexible to prioritize effectively and proactively resolve problems.
Solid time management and organizational skills, including prioritizing tasks.
Education, Training and Designations
Series 6 and 63 Licensed, FINRA
Licensed to sell Life Insurance License
National Mortgage Licensing System (NMLS) Registered
Completed 65 credits while majoring in Business Finance, Baruch College; 2001-2004
Professional Experience
Relationship Banker, JPMorgan Chase Richmond Hill, XXXXXX
2007-Present
Demonstrate outstanding people skills to build long-lasting relationships with clients.
Educate prospective and existing customers about investments, bank products and other financial needs.
Showcase diplomacy and tact to satisfactorily resolve difficult situations to maintain client loyalty.
Collaborate effectively with a diverse team of colleagues in a dynamic and fast-paced setting.
Work closely with financial experts such as mortgage bankers, financial advisors and business relationship managers to assist customers.
Display a strong understanding of bank policies and procedures and U.S. laws regarding banking and finance.
Personal Banker (promoted from Teller), North Fork Bank 2002-2007
Volunteer Leadership
Good Works
Food Drive
Harlem, XXXXXX
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