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
Similar Profiles
Margaret BaezMargaret Baez
Private Client Banker at JPMorgan Chase Bank, N.A.Private Client Banker at JPMorgan Chase Bank, N.A.
Dee' WilliamsDee' Williams
Quality Specialist Lll at JPMorgan Chase Bank N.AQuality Specialist Lll at JPMorgan Chase Bank N.A
Brittany YeamansBrittany Yeamans
Vice President, Global Payments Sales and Marketing Control Manager at JPMorgan Chase Bank N.A.Vice President, Global Payments Sales and Marketing Control Manager at JPMorgan Chase Bank N.A.
Owen ClevengerOwen Clevenger
Lumber Sales Associate at Lowes Home ImprovmentLumber Sales Associate at Lowes Home Improvment
Patton RockPatton Rock
Kitchen Staff Member at Pizza King IncKitchen Staff Member at Pizza King Inc