Customer Service Financial
Resume:
Johnathan Morgan
Brooklyn, NY
*********.********@*****.***
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Small Business Specialists/Personal Banker
Santander Bank - Brooklyn, NY
July 2018 to Present
• Establish at least 80 new account relationships (Checking, Savings, CD/IRAs) per month.
• Generate at least 750K in revenue through new business account relationships, referrals to a Financial Advisor, and consumer deposit accounts with significant amounts of new revenue.
• Establish strong rapport with consumers and business clients to encourage long-term business.
• Primary ambassador/point-of-contact for all small business customers and prospects within the region.
• At least 1 day per week of onsite recruitment for business prospects. Universal Branch Associate
Capital One - New York, NY
January 2017 to July 2018
• Establish at least 80 new account relationships (Checking, Savings, CD/IRAs) per month.
• Generate approximately 500K in new revenue for the company through new businesses acquired, referrals to a Financial Adviser, and consumer deposit accounts with significant amounts of new revenue.
• Establish strong rapport with consumers and business clients to encourage long-term business.
• Regarded as within the Top 5 in my position for my district. Full Time Teller
Capital One - New York, NY
December 2015 to January 2017
• Constant recognition as a “Rising Star” within my district.
• Providing excellent customer service in the lobby to connect customers with the right specialist to help their financial lives.
• ATM custodian; Provide servicing for the ATMs for the branch.
• Handling high volumes of currency transactions.
Teller
Bank of America - Brooklyn, NY
September 2012 to October 2015
• Awarded as a top performer within my district within Sales and Operations.
• Providing excellent customer service in the lobby to connect customers with the right specialist to help their financial lives.
• Handling the mass orders of cash shipments for the branch.
• Helping with servicing the ATMs for the branch.
• Handling high volumes of currency transactions.
Education
Bachelor’s in Business (Finance Major)
Brooklyn College- Brooklyn, NY
August 2019 to Present (Transferred from
Medgar)
Bachelor's in Business Management
Medgar Evers College - Brooklyn, NY
August 2016 to May 2019
Associate in Business Administration
Kingsborough Community College - Brooklyn, NY
August 2009 to May 2011
Skills
Very capable of adopting multiple tasks (managed between banker tasks and teller tasks for my branch at Capital One); Years of experience within the banking field (approx. 9 years). Leadership qualities
(Appointed as an ambassador for my branch in the UBA Counsel for Capital One). Versatility between handling all needs for all clients from personal to Small businesses (Appointed as the Small Business Specialist for my branch at Santander).
Certifications/Licenses
NMLS
January 2017 to Present
• Licensed to converse with clients regarding Mortgages and Loans Additional Information
- Former Vice President for Zeta Beta Tau International Fraternity, Beta Xi Chapter.
- A committee member of the Fraternity's Philanthropy group, wherein all proceeds go the Children Miracle Network.
- Owner of the Independent Clothing Line GRYZLY LLC.
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