Customer Service Representative
Resume:
FRANTZ JEUDY
Phone 718-***-**** Email: ********@***.***
SUMMARY PROFILE
Licensed Banking Professional specializing in developing client relationships while increasing profitability with an emphasis on customer service and human relations.
Achievements
Awarded as one of the top producers at JPMorgan Chase in 2003 – 2004
(currently pursuing PMP certification expected 2013)
TECHNICAL SKILLS
MS Excel 2010
MS Outlook 2010
MS Access 2010
MS Word 2010
MS Project 2010
MS Powerpoint 2010
PROFESSIONAL EXPERIENCE
TD Bank, N.A, ( East Brunswick, NJ) July 2013- May 2015
Financial Service Representative
Acquisition, retention and expansion of new and existing customer relationships (consumers, businesses) by profiling to discover needs, making the best recommendation
Act as the primary contact and resource for large credit transactions
Citibank, N.A, (North Plainfield, NJ) 2007-2011
Personal Banker
Acquisition, retention and expansion of new and existing customer relationships (consumers, businesses) by profiling to discover needs, making the best recommendation
Proactively contacted and met customers, asked for referrals and conducted appointments.
Maximized the depth and profitability of the customer’s relationship by partnering with the sales specialists in other areas to ensure a world-class customer experience.
JPMorgan Chase, (Brooklyn, NY) 2005-2006
Small Business Relationship Manager
Acquisition, retention and expansion of small business customers in my assigned branches by proactively serve as the customer’s advisor and navigator through the bank and by engaging the bank’s full resources to uncover and deliver solutions to meet key objectives of small business customers
Sought to source new business customers through referrals from existing customers and centers of influence (CPA/Attorney, Membership Organizations).
Drove the small business results in my assigned branches for both portfolio and non-portfolio customers by providing on-going coaching to branch team members regarding small business products and services.
Conducted 10-15 customer/prospect outside visits per week.
Built knowledge of all customers by completing in depth profiling of the small business owner(s). Assessed the need of the customer, recommended the appropriate products/services/advice solutions resulting in a trusted advisor status
Strengthened the customer’s relationship with the Small Business Team through appropriate introductions to product/solution partners
Ensured customer’s service needs are met by handling requests directly and / or referring to appropriate service channels.
FRANTZ JEUDY
Phone 718-***-**** pg. 2 Email: ********@***.***
PROFESSIONAL EXPERIENCE (cont.)
JPMorgan Chase, (Brooklyn, NY) 2002-2005
Personal Banker
Acquisition, retention and expansion of new and existing customer relationships by profiling to discover needs, making the best recommendation, proactively contacting and meeting customers, asking for referrals and conducting appointments
Maximized the depth and profitability of the customer’s relationship by partnering with the sales specialists in other product areas to ensure a world-class customer experience.
JPMorgan Chase, (Brooklyn, NY) 1999-2002
Customer Service Representative
Provide exemplary customer service and effective solutions to customer questions or other inquiries.
Dime Savings Bank of New York, (Brooklyn, NY) 1992-1999
Customer Sales Representative
Assisted customers with new account opening, mortgage applications, annuity and insurance contracts
Expanded existing customer relationships by profiling to discover financial needs
Maximized the depth and profitability of customer’s relationship by partnering with the sales specialists in other product areas.
ACCREDITATIONS AND LICENSES
Licensed Life and Health Agent
Notary Public Agent
NMLS registered
EDUCATION
Av Tech Institute of Technology (Fairfield, NJ) 2012
Certificate of Completion:
Medgar Evers College (CUNY) 1995
Business Administration – 108 credits completed
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