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Gender

Female


Location

Zachary, LA


Tell us more about who you are, what you do and where you want to be. What are your main business challenges? (Tip: provide your current Job Title, Industry, company or/and paste your Linkedin profile here). Use as many relevant keywords as possible. Tell us what you can offer the community. What sorts of discussions, events, and activities you can participate in.

Personal Banker JPMorgan Chase Public Company; 10,001+ employees; JPM; Financial Services industry November 2009 – Present (2 years 9 months) Personal Bankers are responsible for retaining and deepening banking relationships with existing customers as well as acquiring desirable new customers. Through active relationship management and regular customer contact, the Personal Banker identifies and anticipates customers financial needs, matches products and services to help fulfill those needs, and assures a high level of customer satisfaction. Serving as a liaison between the customer and the bank's resources, the Personal Banker will also, when appropriate, educate customers about alternative delivery options Credit Sales Manager Wells Fargo Financial Public Company; 10,001+ employees; WFC; Financial Services industry May 2009 – November 2009 (7 months) The Credit Manager utilizes referrals and company provided sales leads to sell customers a variety of financial services products including: unsecured personal loans, credit cards, real estate loans, etc. The Credit Manager works with customers on the phone and in person throughout the credit application and approval process. I am interested in moving over to our operations side of the retail branch to earn an all around experience in the business units that support this component of branch management. I would like to become certified through acams and complete my MBA with a concentration in finance.


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