Accomplished Banking Professional with Leadership Experience

References Furnished Upon Request

Rosa A. Diaz

Email: ************@*****.***

*** ****** ****** ***. ** / Yonkers, NY / 10705 / H: 646-***-**** / C: 646-***-**** OBJECTIVE: To obtain a position in a Top Company that would allow me to actualize previous experience for future growth.

EDUCATION: Bernard Baruch College, CUNY, New York, NY Bachelor of Business Administration received in May 2006 Major: Economics and Finance

Borough of Manhattan Community College, CUNY, New York, NY Associates in Arts received in June 2003

Major: Business Administration

Dean’s List and Honor Graduate 2003

BMCC Scholarship Fund

EXPERIENCE: JPMorgan Chase Bank, New York, NY June 2010- Present Personal Banker

• Responsible for acquiring new business to deepen customer relationships

• Fully knowledgeable and skilled in the areas of teller transactions, opening new bank accounts, and processing credit card applications

• Assist customers in their selection of various accounts and financial services

• Cross-sell the banks products and services, including opening, maintaining and closing bank accounts

• Maintain great customer relations and refer customers to appropriate business partners for new services

JPMorgan Chase Bank, New York, NY July 2009- May 2010 Assistant Branch Manager

• Managed a large size branch in busy Midtown-Manhattan area in conjunction with Branch Manager

• Managed Operational functions including loss control, compliance, and customer retention and Quarterly cash audits to meet bank audit standards

• Supervised and coached Tellers, Senior Tellers regarding policies and procedures, products, systems and banking transactions

• Ensured adequate staff coverage and schedules to meet business needs

• Conducted Coach and Counseling sessions, Written Warnings and Final Terminations notices when required, to ensure compliance with proper Bank Policy Regulations

• Acquired strong operational knowledge, paying and receiving transactions, regulatory compliance, and bank Policy and Procedures

• Exercised the authority to Hire and Fire new Bank Tellers to meet business needs References Furnished Upon Request

JPMorgan Chase Bank, New York, NY April 2009-July 2009 Assistant Branch Manager Trainee

• Managed medium size branch in the absence of a Branch Manager

• Conducted surprise monthly and quarterly cash audits to meet the operational requirements of branch audits

• Coached the staff to ensure that Policy and Procedure were followed

• Reviewed with the tellers new Policy and Procedure requiring check cashing agreement, or any new changes in the Policies

• Handled customers’ complaints and daily customers’ transactions thru the use of Teller Express

• Analyzed Branch Dashboard daily to monitor and address exceptions made at the branch level

JPMorgan Chase Bank, New York, NY May 2007- January 2009 Sales & Service Associate

• Managed daily customer requests, and service issues both at the branch and over the phone

• Assisted in building stronger client relations in a fast-paced environment

• Acquired new customers by setting appointments for Personal Bankers

• Helped support the branch in obtaining 85% of new checking accounts Nationwide The Bank of New York, New York, NY November 2006-May 2007 Personal Banker

• Escorted clients to the safe deposit vault ensuring compliance with procedures

• Managed the orderly transfers of safe deposit boxes during the Chase conversion

• Responsible for seeking and obtaining new bank acquisitions

• Scheduled appointments with local businesses to promote bank products

• Performed account openings and managed customer accounts

• Reviewed customer profiles and referred potential business to our business partners—Financial Advisor and Mortgage Representative

• Proficiently performed personal loans and home equity applications The Bank of New York, New York, NY October 2005-August 2006 Bank Teller

• Processed everyday transactions, including deposits, withdrawals, and payments

• Balanced main vault with the lead teller on a daily basis

• Assisted customers with banking inquiries pertaining to their accounts

• Provided referrals to bankers to build customer relationships

• Supported Assistant Branch Manager with clerical work around the branch SKILLS AND LANGUAGES:

• Knowledge of Microsoft Word, Outlook, Power Point, Excel

• Fluent in English and Spanish

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