Customer Service Chase Bank

***** ***** **** ***** 281-***-****

SuoarLand. Texas 77498 _-mathewi415@hotmaitcom

Matthew Robertson

Professional Summary

Licenses

Education

‘Strong team player seeking to bring my passion for customer service and productivity to

the work place. Recognized throughout my career for my dedication to excellent

customer service. Solf-motivated, loyal hardworking and dedicated to efficiency

Committed to knowledge and learing the details, policies and procedures that govern

the industry. 15+ years of experience with 3nd outside sales and over 40 years of

managerial and customer service professionalism,

12009 - 2022 JP Morgan Chase Bank Houston, TX

Chase Private Cliont Banker! Small Business Specialist

‘+ Managed a portfolio of Deposits and Investments of 72 milion dotiars

‘Meet daly with cons, using a concierge approach, to assist with their nancial needs

‘Helped develop short, mid and iong tem savings goats

= Responsible for recognizing financial needs and refering them up the chain

Worked closely with Private Cent Advisors in implementing financial plans

* Cultivated customer relationships in order to facilitate meetings with financial partners

Personal Banker May 2009 ~ 2011,

‘2007 - 2009 ‘Countrywide Financial Houston, TX

Personal banking for customers, uncovered needs for addtional financial services

Completed anal and quartety action plans

= Ranked tin the state of Texas for Quarter 1 of 2008

* Promoted after § months to Financial Services Executive 1

12006-2007 MassMutual Financial Group Houston, TX

Life insurance Agent

* Developed and implemented marketing plan

* Maintained a professional practice and clientele base

2005-2008 Farmers Insurance Group Houston, TX

Gonoral Lines Agent

* Marketing and sales of Auto, Home and Life insurance

11984-2005, Randall's, A Safeway Corporation Houston, TX

Retail Manager

21 years of Supervisory and Management experience

* Provided annual employee evaluations

* Trained and developed new associates

* Received the Presidents award for Customer Service in 2005

+ Seties 6, 68 and Life and Health Licenses

+ FINRA Registered

+ 1984-1900 Houston Baptist University Houston, TX

Bachelor of Music

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