Manager Customer Service

Natalia Donaldson

**** * ******** ** *********, Utah 84037 Contact #: 847-***-**** E-mail: ********@*****.***

Employment

Celtic Bank

SBA Underwriter, Salt Lake City, UT 2014-2017

Analyze credit data, financial statements, and tax returns

Prepare and present credit packages for management

Aggregate large amounts of data and information from varied sources into clear and concise reports

Assist all team members when necessary to meet the borrower expectations and Bank goals

JP Morgan Chase Bank

Relationship Banker – Manager on Duty, Ogden, UT 2014-2017

Resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.

Act as a manager when Branch manager is not available (morning huddles/schedule/resolving customer complains)

JP Morgan Chase Bank

Relationship Banker – Small Business Specialist, Wheeling, IL 2011-2014

Place outbound phone calls to existing clients, visited businesses with Relationship Managers.

Work closely with business customers (accounts/credit cards/business lines of credit/merchant services/payroll).

JP Morgan Chase Bank

Relationship Banker, Riverwoods, IL 2009-2011

Acquire, retain and expand new and existing customer relationships.

Proactively meet with customers face to face and over the phone to discover their financial needs and provide product recommendations

JP Morgan Chase Bank

Personal Banker, Riverwoods, IL 2007-2009

Work closely with retail banking customers to open new accounts, credit cards, answer questions about loans and investments as well as applying analysis to improve productivity of teams to meet goals.

Obtained series 6, 63, and Life Insurance licenses.

skills

Expert knowledge of Microsoft Word, Excel, PowerPoint, Outlook and Google docs

Education

Bachelor of Arts in Economics - Roosevelt University, Chicago, IL

Obtained series 6, 63, and Life Insurance licenses

CPA candidate

Honors

Graduated from Roosevelt University with Honors

Accepted into Roosevelt University Franklin Honor Society

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