Joselyn Portillo
Noblesville
Summary
Results-driven Associate Relationship Banker with experience delivering personalized financial solutions, building strong client relationships, and supporting a wide range of banking needs including account servicing, fraud resolution, and product recommendations. Proven ability to identify client goals and connect them with appropriate banking, lending, and investment resources while maintaining a high standard of customer service and compliance.
Overview
12
12
years of professional experience
Work History
Associate Relationship Banker
Chase Bank
Indianapolis, IN
09.2024 - Current
- Cultivated strong client relationships through personalized banking solutions.
- Assisted clients with account openings, transactions, and inquiries to enhance satisfaction.
- Streamlined processes for loan applications, improving turnaround times for clients.
- Mentored junior bankers on compliance protocols and customer service best practices.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Implemented effective cross-selling techniques, increasing product adoption among existing clients.
Associate Banker
Chase Bank
Indianapolis, IN
02.2021 - Current
- Assisted customers with account opening and maintenance.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
- Assisted in training new employees as needed.
- Established strong relationships with customers to increase customer loyalty.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Helped customers understand and use mobile applications and online banking.
Receptionist
Kodak Lens By Dr. Tavel
Indianapolis, IN
01.2017 - Current
- Welcomed patients by greeting in a friendly manner in person or via telephone
- Insurance verification prior to appointments
- Responsible for keeping the reception clean and organized
- Register new patients and update existing patient demographic information
- Perform other work related duties as directed by manager
- Get patients ready for doctor, pretesting and lensometer readings.
Receptionist
Riverview Hospital
Westfield , IN
09.2019 - 06.2020
- Check-in customers for their appointment
- Verify Insurance
- Schedule appointments
- Monitored office supplies inventory and placed orders when necessary.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Provided excellent customer service at all times while interacting with both internal and external customers.
Optician
Kodak Lens By Dr. Tavel
Fishers, Indiana
02.2017 - 11.2019
- Greeted patients warmly upon arrival at office or store location.
- Explained the benefits of various types of eyewear protection options such as anti-glare coating or UV protection.
- Performed basic vision screenings to determine patient's prescription needs.
- Conducted follow-up calls to ensure customer satisfaction with purchase.
- Calculated measurements for eyewear using optical measuring devices.
- Scheduled appointments, verified insurance coverage, maintained accurate patient records and assisted with preliminary testing.
Manager (starting position; team leader)
Kentucky Fry Chicken
Noblesville, IN
01.2014 - 01.2015
- In charge of daily sales, numbers and targets
- Responsible for cash accountability for all employees at the end of shifts
- Manage associate scheduling for the week
- Responsible for the food and restaurant supply orders and receiving
- Keeping a balanced drawer on daily basis
- Responsible for customers satisfaction both in store and drive-thru
- Responsible for preparing orders.
Education
High school or equivalent -
Noblesville High School
Noblesville, IN12.2015
Skills
- Computer Savvy
- Microsoft office- Word
- Excel
- Fluent In Spanish
- Scheduling appointments
Additional Information
- Merit Award for helping students in their acquisition of a second language
- Manager on duty (MOD)
Timeline
Associate Relationship Banker
Chase Bank
09.2024 - Current
Associate Banker
Chase Bank
02.2021 - Current
Receptionist
Riverview Hospital
09.2019 - 06.2020
Optician
Kodak Lens By Dr. Tavel
02.2017 - 11.2019
Receptionist
Kodak Lens By Dr. Tavel
01.2017 - Current
Manager (starting position; team leader)
Kentucky Fry Chicken
01.2014 - 01.2015
High school or equivalent -
Noblesville High School