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JP Morgan Chase - Retail Banker Resume Example

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Sophia Morris
Professional Summary

Reliable sales professional with retail banking experience in addition to a background in industrial sales and marketing. Exceptional customer service skills with 8 years of experience in retail banking.   

Retail Banker May 2006Oct 2014 JP Morgan Chase Deal, NJ Responsibilities included opening both Personal , Trust and Business accounts. Also discovering financial needs and growing balances were a major part of my duties. 
  • Interview customers to obtain information needed for opening accounts and to set appointments for the Financial Advisor or Loan Officer .
  • Submit Auto and Home Equity applications and coordinate with the customer and appropriate departments through the actual closing phase.
  • Profile in order to fully determine their needs on the Banking, Investment and Loan side.
  • Responsibilities included wire transfers, all aspects of credit cards and all features including online banking , bill pay and mobile banking .
Regional Sales Manger Jun 1990Aug 2003 Hockmeyer Equipment Corporation Harrison, NJ Managed sales functions for $10MM processing equipment corporation targeting chemical ,adhesive, and cosmetic industries .
  • Established highly effective relationships with clients by providing creative solutions for their specific processing needs. This lead to both new and existing and customers awarding significant captial equipment projects to the company .
  • Interfaced with engineering and Manufacturing disciplines to establish competitive quotations and detailed specifications for approval drawings.
Nielsen Product Manager Jun 1987Apr 1990 Nielsen & Bainbridge , Inc . Paramus, NJ
  • Created new products and line extensions for biannual launches to the picture frame industry.  
  • New product launches involved comprehensive promotion and communication programs to wholesale and mass merchandiser accounts.
  • Performed detailed analysis ensuring successful placement and profitability of new products.
  • Involved with all aspects of product pricing, merchandising , and manufacturing costs.
Associate Product Manager Nov 1980Jun 1987 Cooper Industries , Inc. Wagner Division Parsippany, NJ
  • Developed and implemented product line policies and programs for the automotive aftermarket.
  • Actively participated in creating strategic plans. Performed supporting financial analysis and presented plans to senior management. 
MBA : Finance May 1980 Rutgers Graduate School of Manaagement Newark, NJ
Bachelor of Science : Marketing University of Rhode Island Kingston, RI
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Resume Details

This is a real resume for a Retail Banker in Fanwood, New Jersey with experience working for such companies as Jp Morgan Chase, Hockmeyer Equipment Corporation, Nielsen & Bainbridge. This is one of the hundreds of Retail Banker resumes available on our site for free. Use these resumes as templates to get help creating the best Retail Banker resume.

Previous Companies:

  • JP Morgan Chase
  • Hockmeyer Equipment Corporation
  • Nielsen & Bainbridge

Previous Job Positions:

  • Retail Banker
  • Regional Sales Manger
  • Nielsen Product Manager
  • Associate Product Manager


  • Rutgers Graduate School of Manaagement
  • University of Rhode Island

Level of Education:

  • MBA
  • Bachelor of Science

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