Chase Bank Telemarketing

Kurtis Padmore

** ******* **, ****** ** ***** Mobile: 718-***-**** adty36@r.postjobfree.com

CERTIFICATIONS:

FINRA Series 6 License

NASAA Series 63 License

New York Insurance License

EXPERIENCE:

HSBC Bank, N.A.

Premier Relationship Manager February 2015 – Present

Manage high net-worth clients; identify financial needs and provide recommendations

Perform customer profiling to identify other cross-sell opportunities and refer clients and prospects to the appropriate specialists to assist with their specialized financial needs

Establish and solidify customer relationships by understanding their evolving needs and providing solutions for the right products and services

Serve as HSBC’s product and service expert, promoting the bank’s products, services and programs

Build customer trust and loyalty by proficiently explaining policies and fulfilling customer needs

Engage and educate customers on financial services, online banking, mobile and ATM deposit capabilities

Maintain all audit requirements, including established controls such as check holds and identification procedures

Train tellers on systems, branch policies, procedures and regulations

Seek prospective customers through referrals, affinity partners, community involvement, telemarketing and direct mail programs

Develop and maintain a continual referral network through the use of prospects tools and pending files

Research and analyze products used by prospects, measure the results of these products and provide recommendations of additional financial services

Investigate and resolve special account inquiries, such as transactions requiring coordination with HSBC’s legal counsel

JP Morgan Chase Bank, N.A.

Relationship Banker & Small Business Specialist February 2010 – February 2015

Worked with clients with annual revenues up to $500K; responsible for growing the profitability of their customer base

Identified and targeted the acquisition of the high priority business accounts; managed account retention

Worked with the business relationship manager on accounts with revenue streams from $500K to $3M; identified cross-sell opportunities, loans, payroll and cash management services

Provided a variety of teller transactions for clients ( i.e. check cashing, checking/savings account deposit or withdrawals)

Gathered customer information for marketing purposes; identified financial needs and educate customers on products and services that would meet their needs

JP Morgan Chase Bank, N.A.

Teller July 2007 – February 2010

Recorded single to complex transactions with speed and accuracy

Prepared specialized type of funds, such as traveler’s checks, saving bonds and money orders

Identified additional cross-sell opportunities with existing clients and recommended new products or services

Explained the products and services offered by the bank and referred the customers to the appropriate personnel

Trained new tellers and ensure that other tellers have enough cash to cover their shift

Reconciled cash with transactions processed to ensure amounts balance at the end of each shift

QUALIFICATIONS/SKILLS:

Personal Lines Insurance Products (Life and Health)

Retail banking sales, Financial services sales, customer profiling

Expertise: Microsoft Office Suite

EDUCATION:

Brooklyn College – B.A. in Computer Science & Information Technology (Current)

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