Tate Chaille
Carmel
Summary
Knowledgeable with solid foundation in banking operations and customer service. Proven track record in facilitating seamless financial transactions and maintaining client relationships. Demonstrated ability in problem-solving and handling confidential information with utmost integrity.
Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support. Known for reliability and capacity to adapt to dynamic banking environments. Skilled in financial advising and data analysis, fostering both teamwork and individual accountability.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Banker
Chase Bank
06.2024 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Processed applications for new accounts.
- Executed wire transfers, stop payments and account transfers.
- Monitored and verified suspicious activity on customer accounts.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
- Improved referral rates from satisfied clients by building strong relationships based on trust transparency.
Bartender
Pizzology
08.2019 - Current
- Assisted in developing weekly drink specials that promoted sales growth
- Suggested additional items to customers to increase bar sales
- Took beverage orders from guests and delivered drinks within reasonable time frames
- Prepared alcoholic beverages promptly according to recipes or customer specifications
- Mixed and served alcoholic and non-alcoholic beverages according to established recipes
- Maintained an organized and clean work environment, ensuring all customer areas were properly stocked with supplies
- Efficiently managed multiple tasks simultaneously while maintaining a professional demeanor
- Washed and wiped down prep areas, equipment, and utensils
Education
No Degree - Business Administration
IUPUI
IndianapolisSkills
- Professional demeanor
- Customer relationship management
- Team collaboration
- Strong work ethic
- Professional appearance
Certification
- Notary Public - [State] Secretary of State or other designated state authority.
Timeline
Associate Banker
Chase Bank
06.2024 - Current
Bartender
Pizzology
08.2019 - Current
No Degree - Business Administration
IUPUI
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