Heather Yokas
Carmel
Summary
Dynamic banking professional with a proven track record at JPMorgan Chase Bank, N.A., excelling in client relationship management and team leadership. Enhanced branch revenue through innovative marketing strategies and fostered a culture of coaching and mentoring. Skilled in audit preparation, ensuring compliance while delivering exceptional customer service and tailored financial solutions.
Overview
14
14
years of professional experience
Work History
Bank-branch-manager
JPMorgan Chase Bank, N.A.
01.2018 - Current
- Assisted in daily branch operations, ensuring compliance with banking regulations and policies.
- Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
- Boosted branch revenue through targeted marketing campaigns aimed at attracting new clients and retaining existing ones.
- Oversaw employee recruitment processes to ensure hiring of qualified candidates who contributed positively to the bank''s goals and culture.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
Licensed Relationship Banker
JPMorgan Chase Bank, N.A.
06.2011 - 12.2017
- Cultivated strong client relationships through personalized banking solutions and effective communication.
- Assessed customer financial needs to recommend appropriate products and services, enhancing satisfaction and loyalty.
- Developed targeted outreach campaigns to expand client base, resulting in increased referral business.
- Educated customers on various lending options available, empowering them to make informed decisions about their finances.
- Enhanced customer satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Mentored junior bankers, fostering a collaborative environment and sharing best practices for client engagement.
Mortgage Loan Officer
JPMorgan Chase Bank, N.A.
01.2013 - 10.2013
- Guided clients through mortgage application process, ensuring compliance with regulations and lending policies.
- Analyzed financial documentation to assess borrower eligibility and risk factors for loan approval.
- Collaborated with underwriters to expedite loan processing and address potential challenges efficiently.
- Educated clients on various mortgage products, enhancing their understanding of options available.
Education
Masters in Social Work - Social Work
Indiana University
Indianapolis, IN05-2002
Bachelor of Arts - Psychology/Sociology
Purdue University
West Lafayette, IN05-1997
Skills
- Audit preparation
- Client relationship management
- Excellent work ethic
- Customer service
- Strong team-builder
- Coaching and mentoring
Timeline
Bank-branch-manager
JPMorgan Chase Bank, N.A.
01.2018 - Current
Mortgage Loan Officer
JPMorgan Chase Bank, N.A.
01.2013 - 10.2013
Licensed Relationship Banker
JPMorgan Chase Bank, N.A.
06.2011 - 12.2017
Masters in Social Work - Social Work
Indiana University
Bachelor of Arts - Psychology/Sociology
Purdue University