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Work Background
PNCAVP, Project Manager II
Jan. 2025California, United StatesManage Corporate & Institutional Banking projects from original concept through final implementation and post-project assessment. Plan, schedule, and meet project objectives within targeted timeframes based on client needs using both internal and industry Project Management tools. Proactively manage changes in project scope, identify potential issues, and devise contingency plans. Organize, allocate, and manage resources throughout each project. Maintain communication between both internal and client stakeholders in a timely and clear fashion. Follow established internal processes and procedures to assess and manage risk throughout each project to ensure adherence to PNC’s Enterprise Risk Management Framework.
JPMorgan Chase & Co.Vice President, Onboarding Specialist | JPMorgan Commercial Bank
Sep. 2023 - Dec. 2024Irvine, California, United StatesOwn end-to-end client onboarding experience for high profile, commercial healthcare, higher education, and non-profit clients. Coordinate client and partner expectations for project timelines and outcomes. Review new projects, organize phases, and conduct internal calls with relationship team to confirm scope. Generate client specific documentation for each project. Ensure proper stakeholders' availability for client calls and build lasting relationships within the firm.
Utilize MS Project to craft detailed project plans, set timelines, and maintain project documentation. Conduct JPMorgan Access Orientation calls for online account setup and product entitlements.
Manage project workflow and escalate as needed to meet timelines. Support peers with product-related queries and set/track personal performance goals. Review existing policies and procedures for accuracy; submit edits as needed. Compose new policies as needed when new procedures arise.
JPMorgan Chase & Co.Associate, Onboarding Specialist | JPMorgan Commercial Bank
Nov. 2022 - Sep. 2023Irvine, California, United StatesOwned end-to-end client onboarding experience. Managed client and partner expectations for optimal satisfaction. Reviewed new projects, organized phases, and conducted internal calls with relationship team. Facilitated weekly client Zoom calls for communication and project alignment. Ensured stakeholders' availability for client calls and built relationships within the firm. Created detailed project plans, set timelines, and maintained project documentation. Conducted JPMorgan Access Orientation calls for account setup and product entitlements. Managed project workflow and escalated as needed to meet timelines. Reviewed existing policies and procedures for accuracy; submit edits as needed.
JPMorgan Chase & Co.Client Service Senior Associate | JPMorgan Commercial Bank
Feb. 2022 - Oct. 2022Chicago, Illinois, United StatesServed as primary point of contact for high-profile government and healthcare clients. Built robust relationships using Zoom, email, and phone. Review existing policies and procedures for accuracy; submit edits as needed. Compose new policies as needed when new procedures arise. Managed medium to complex and the largest clients with tailored solutions. Conducted annual relationship reviews and recommended risk-mitigating products. Analyzed client trends and collaborated with Treasury Management Officers. Participated in deal team meetings and recommended products/services. Contributed to client experience modernization with proficiency in technology.
JPMorgan Chase & Co.Client Service Associate | JPMorgan Commercial Bank
Jan. 2020 - Feb. 2022Chicago, IllinoisServed as primary point of contact for high-profile government and healthcare clients. Managed medium to complex and the largest clients with tailored solutions. Conducted annual relationship reviews and recommended risk-mitigating products. Analyzed client trends and collaborated with Treasury Management Officers. Participated in deal team meetings and recommended products/services. Contributed to client experience modernization with proficiency in technology.
JPMorgan Chase & Co.Client Service Associate | JPMorgan Private Bank
Aug. 2018 - Jan. 2020Chicago, Illinois, United StatesManaged day-to-day client requests (transactions, balance inquiries, address changes). Assisted in obtaining Know Your Customer (KYC) information for compliance. Collaborated with clients and banking partners to enhance relationships. Participated in developing a new internal system to replace an outdated one. Provided feedback to product owners for system enhancements.
AppleTechnical Support Representative
Aug. 2015 - May. 2016Chicago, Illinois, United StatesProvided technical support for iTunes, iCloud, and iOS devices. Expanded role to support Mac desktop and laptop computers. Utilized various software and devices to assist customers. Handled a high volume of calls daily, adhering to strict guidelines and metrics. Stayed up-to-date with Apple products, training, and policies.
JPMorgan Chase & Co.Client Service Associate | JPMorgan Private Bank
Mar. 2014 - Aug. 2015Chicago, Illinois, United StatesManaged day-to-day client requests (transactions, balance inquiries, address changes). Assisted in obtaining Know Your Customer (KYC) information for compliance. Collaborated with clients and banking partners to enhance relationships.
JPMorgan Chase & Co.Relationship Banker & Small Business Specialist | Chase Retail Banking
Sep. 2011 - Mar. 2014Chicago, Illinois, United StatesManaged account inquiries and maintenance tasks. Advised customers on banking needs and fostered positive relationships. Managed consumer and business deposit account openings. Ensured compliance with Know Your Customer (KYC) requirements. Collaborated with customers and banking partners to enhance relationships. Researched and analyzed complex customer issues.
StarbucksStore Manager
Sep. 2009 - Sep. 2011Northbrook, ILCompleted Store Manager Training Program in eight months. Promoted to Store Manager and led a team of 15 to 25 Partners. Set a record for speed of service and increased weekly store sales. Managed recruitment, interviewing, and hiring of new Partners. Trained and developed two Assistant Managers.
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