JP Morgan Securities LLC - New Account Principal Resume Example

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Amelia Cooper
XXXX XXXXXXX XXXXX, PELHAM, NY 10803
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Ph: XXXXXXX XXXX
Summary

Accomplished and energetic Financial Professional with a solid history of achievement in Branch banking. Motivated individual with strong organizational and prioritization abilities. Areas of expertise include foreign languages, customer service and banking laws and compliance issues.

Skills
  • Multi linguistic
  • Customer Service
  • Service Orientation
  • Critical Thinking
  • Social Perceptiveness
  • Time Management
  • Active Learning
  • Sales and Marketing
  • Foreign Language
Experience
New Account Principal Feb 2015Present JP Morgan Securities LLC. Columbus, Ohio
  • Principal documents submitted by financial advisors nationwide to establish new brokerage accounts for the firm.
  • Ensure compliance with all department and regulatory (AML, SEC,FINRA,etc) account opening requirements Supervise the opening of retail as well as manged brokerage accounts.
  • Aid with operation control and review procedure updates.
  • Support testing to validate new technology updates.
  • Assist with long term strategic planning for the department.
Personal Banker Jan 2011Jan 2015 JP Morgan Chase Bank, N.A Syracuse, NY.
  • Created strategies to develop and expand sales of services to existing customer which resulted in 100% increase in annual revenue.
  • Overridden teller transaction to ensure the transaction are run properly.
  • Opened accounts with a cross sale of various banking products.
  • Exceeded quarterly sales goals by 100%.
  • Executed wire transfers, stop payments and account transfers.
  • Coordinated daily cash reconciliation at a high-volume locations · Collected member loan payments.
  • Processed exchange and foreign currency.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Exceeded targeted sales goals by over 100%.
  • Completed company leadership training program.
  • Emphasized product features based on analysis of customers' needs.
  • Prioritized daily workflows, including all inbound calls, quotes and sales-related inquiries.
  • Maintained friendly and professional customer interactions at all times.
Case Manager Aide Volunteer Aug 2010Dec 2010 Interfaith Works, Center for New Americans Syracuse, NY
  • Maintained friendly and professional customer interactions.
  • Assisted case manager to prepare case notes for new immigrants and refugees.
  • Translated Nepali to English language and vice versa.
  • Provided translation of documents from English into the target language.
  • Assisted new immigrants with employment related issues and helped them with application process.
Senior Sales Manager Nov 2006Jun 2010 Reliance Life Insurance Companies Darjeeling
  • Hired 50 sales representatives over a two year-long period.
  • Trained all incoming sales team members.
  • Supervised a sales force of 50 sales associates.
  • Developed a comprehensive training program for new sales associates.
  • Promptly resolved all customer requests, questions and complaints.
  • Built relationships with customers and the community to establish long-term business growth.
  • Attended sales training camp and brought best practices leadership back to the company.
  • Supported the sales team in writing proposals and closing contracts.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Contacted customers by phone and email in response to inquiries.
Medical Interpreter International Translation Services Syracuse, NY
  • Facilitated communication between patients with Limited English Proficiency ( LEP) and their physicians, nurses, lab technicians and other healthcare providers.
  • Provided direct services of verbal interpretation for patients.
  • Assisted with phone calls to and from patients who speak Nepalese and Hindi languages.
Sales and Operations Executive UTI Bank Ltd Darjeeling
  • Check verification, reconciliation and document verification for account openings and teller.
  • transactions.
  • Created banking relationship with prospective clients and deepening relationships and customer.
  • service.
Education
Master: Business Administration Business Administration
MBA: Marketing and Hospitality Management IIAS School of Management Siliguri, India Marketing and Hospitality Management
Bachelor of Science (B. Sc): Biology and Chemistry St. Joseph's College Darjeeling, India Biology and Chemistry
Community Service
Volunteered in Bhutanese Community in Central New York.
Active volunteer in Bhutanese Nepalese Community of Columbus.
Language
English, Hindi and Nepalese
Additional Information
  • Licenses and Certifications:Series 6, Series 7, Series 24, Series 63 and Life Insurance (State of Ohio)National Mortgage Licensing System. (NMLS)
Awards
National Achiever Personal Banker in 2013.
Rising Star award winner Personal Banker in JPMorgan Chase Bank, N.A
5 Keys recognition award winner by Chase Wealth Management.

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About this resume

New Account Principal FROM PELHAM , New York RESUME

This is a resume for a New Account Principal in PELHAM, New York with experience working for such companies as JP Morgan Securities LLC and JP Morgan Chase Bank. The grade for this resume is 0 and is one of hundreds of New Account Principal resumes available on our site for free. Use these resumes as templates to get help creating the best New Account Principal resume.

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School Attended
IIAS School of Management