Catrina Barrett

*** ****** ***** ***** • Duncanville Texas 75116 469-***-****

abhojo@r.postjobfree.com

Objective: Seeking a position on a financial team that utilizes my extensive customer contact to sell,

build, and maintain customer relationships as well as my strong analytical and

administrative abilities to promote growth and efficiency within the organization.

Experience:

August 2007 JPMorgan Chase Bank Dallas Texas

to Present License Banker

• Ability to take the lead in unstructured situations and ensure an optimal client

experience.

• Develop prospects from current personal and commercial customer base, referral

leads, and cold calls.

• Assist and instruct new team members with product knowledge, policy and

procedures.

• Strong analytical and problem solving skills, organizational, and planning skills to

assist clients in resolving issues.

• Execute daily operations consisting of reviewing, validating and authorizing

various bank products such as loans, lines, and wires.

• Contact prospective customers to present information on available services like

deposit accounts, lines-of-credit, sales or cash management, and investment

services.

• Review business trends and advise customers regarding products expected to

increase business efficiency and growth.

• Solicit business customers to buy products provided by our affiliates.

• Analyze customers' financial needs and prepare proposals to sell investment

products.

March 2007 Idearc Media/TAC Worldwide Coppell Texas

to June 2007 Internet Sales Consultant

Create business listings with promotional text, sell products and bundle packages for

online advertisement, communicate with multiple internal and external customers,

resolve customers' issues as related to products or services.

January 2007 UPS Supply Chain Solutions Coppell Texas

to March 2007 Brokerage/Reconciliation Representative III

Compile audit reports for customers; solve reconciliation issues dealing with U.S.

Custom's duty.

November 2005 UPS Supply Chain Solutions Coppell Texas

to January 2007 Customer Service Representative III

Process international and domestic freight, communicate with multiple internal and

external customers, produce and update management reports, input employees'

time.

Education: Cedar Valley Community College Lancaster Texas

Associate of Science Expected June 2011

License: Series 6, 63, and Life and Health Insurance License.

References: Available upon request

Contact this candidate