NICOLE SOTO
Indianapolis
Summary
Results driven banking professional with experience addressing diverse client needs. Known for enhancing client retention and strengthening relationships by delivering exceptional, service focused experiences.
Overview
5
5
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
Indianapolis
2025.05 - Current
- Manage a portfolio of affluent clients, delivering tailored financial solutions aligned with their goals.
- Drive asset growth by identifying opportunities across investments, lending, and deposit products.
- Serve as the primary point of contact for Chase Private Clients, partnering them with the appropriate specialists for tailored banking and wealth solutions.
- Generate new business through referrals, partnerships, and proactive outreach.
Relationship Banker
JPMorgan Chase
Indianapolis
2024.05 - 2025.04
- Manage and grow book of business by building strong client relationships through consistent phone and email outreach, offering personalized and tailored banking solutions.
- Conduct customer education on banking products, account managements, and digital tools.
- Assist clients opening new accounts, including checking, savings, and specialized accounts, ensuring accuracy, compliance and a seamless onboarding experience.
- Provide clients with guidance on selecting appropriate credit products and loan solutions, offering a range of options that align with their financial needs and goals.
- Partner with Chase One team (Home Lending Advisors, Business Relationship Managers, Private Client Advisors, etc.) in order to connect customers to experts who can help them with specialized financial needs.
Order Management Specialist
Spectrum
St. Louis
2023.06 - 2024.05
- Encourage a successful sales cycle by completing post-sales and order entry activities within defined timeframes in compliance with department processes and procedures.
- Efficiently execute service implementation within agreed upon timeframes through collaboration with partners and clients.
- Focus on reviewing order information and communicate with the necessary parties to obtain proper updates and ensure service order requests, invoices, site surveys and agreements.
- Resolve moderately complex issues related to orders or other assigned initiatives in a timely manner using detailed investigations and analysis.
- Monitor and report on status, data and orders based on tasks, goals and time frame requirements while making recommendations for senior leadership to leverage.
Sales Specialist
Spectrum
Cookeville
2020.12 - 2023.05
- Understand customer needs and present best options
- Upsale existing customer through bundles, offers and better services
- Facilitated mobile and core purchase explaining plans and device use properly
- Schedule and confirm appointments
- Manage aspects of customer service
- Assist with inventory process
Education
Associates - Arts in Educational Psychology
Instituto Universitario de Tecnologia Readic
Cabimas, VenezuelaSkills
- MS Office - Word, Excel, PowerPoint
- Strong communication and interpersonal skills
Languages
- English, full proficiency.
- Spanish, native.
Timeline
Private Client Banker
JPMorgan Chase
2025.05 - Current
Relationship Banker
JPMorgan Chase
2024.05 - 2025.04
Order Management Specialist
Spectrum
2023.06 - 2024.05
Sales Specialist
Spectrum
2020.12 - 2023.05
Associates - Arts in Educational Psychology
Instituto Universitario de Tecnologia Readic