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Thomas Monroe

Thomas Monroe

Personal Banker

JPM Chase

New York, NY

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JPM Chase

Personal Banker

As a Personal Banker is I have the opportunity help customers by discovering financial needs, helping with problem resolutions, and processing transactions when needed. I take a lead role in creating an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the Branch meet sales objectives contributing to the success of the firm. I have the opportunity to provide topnotch customer service in face-to-face interactions with customers. As a Personal Banker, I also have the opportunity to assist my customers by handling teller transactions accurately and efficiently during peak service times. I partner with the branch team and specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.

Career medium 03
Career
Career medium 01

JPM Chase

Sales and Service Associate

• Build effective relationship and trust with clients and potential clients by listening to and uncovering their needs and educating them about the bank products and services that are most appropriate for their situation.
• Process payment and receipt of transactions for all product types and services accurately, courteously and in accordance with established policies and procedures.
• Establish and maintain thorough prospect file, reviews and accesses on a scheduled basis to present new products, services, rate promotions, campaigns, etc.
• Maintain minimum amount of cash in Teller’s area to ensure compliance with security/safety measures.
• Proactively identify fraudulent or forged documentation and/or activity and report such activity to the respective supervisors.

Career

Bank of New York

Vault Manager

Turns controls to set vault clock for reopening. Authorizes forcing, servicing, and repair of safe-deposit box locks. Approves or disapproves rentals and requests for admittance to safe-deposit boxes in accordance with bank regulations. Develops, implements, and evaluates improved procedures for safe deposit operations. Monitors prices charged by competitors, recommends rental fees for safe-deposit boxes, and develops marketing plan to advertise safe-deposit services. Prepares cost, expense, and budget reports. Keeps departmental records. Trains and assigns duties to new employees. open and close vault. admit customer to vault.

Career medium 02
Career
Career medium 01

The Bank of New York

Greeter

Greeting customers,checking them in, providing above and beyond customer service, collecting appropriate paper work and scheduling Clients with the bankers

Career

The Global institute of Banking

Banking, Banking

Course in Banking management