Erin McGee
Grass Valley
Summary
Self-motivated professional with a strong foundation in personal finance, relationship banking, and financial literacy. Adept at building lasting client relationships, managing finances, and delivering excellent customer service. Passionate about empowering individuals to improve their financial well-being, and currently seeking opportunities to apply my skills at Financial Finesse.
Overview
11
11
years of professional experience
Work History
Relationship Banker
J.P. Morgan Chase
08.2024 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Collaborate with team members to guarantee seamless customer service and resolve any client issues efficiently
Associate Banker
J.P. Morgan Chase
07.2023 - 08.2024
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Contributed as a Culture Champion, helping maintain a positive and collaborative work environment
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Actively communicated with team members to share knowledge, improve customer service, and support professional growth
Farm Operations & Finance Manager
Broadfork Farm
01.2020 - Current
- Led financial operations for a small business, including budgeting, monthly reporting, and payroll management
- Collaborated with a team to develop operational protocols, planting schedules, and inventory management systems
- Oversaw financial planning and reporting, ensuring financial stability and growth for the business
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
Owner
Broadfork Farm Soap
01.2015 - Current
- Founded and managed a successful business, handling product development, marketing, finance, and customer relations
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Developed financial systems for inventory, expenses, and sales reporting
- Managed online presence and social media to engage customers and grow the business
- Ensured a safe and effective soap-making process, including handling lye and maintaining high-quality standards
Paraprofessional
Penn Valley Union Elementary School District
01.2014 - 01.2015
- Assisted with classroom management and student interventions, fostering a supportive learning environment
- Worked closely with small groups to provide academic support and instruction
Education
Major - Personal Finance
Wilmington University
12-2025
AA - Economics, Business Administration, Business Administration
Sierra College
01.2023
Skills
- Relationship building and management
- Customer Service-oriented
- Financial Principals
- Financial Software
- Communication Skills
- Team Collaboration
- Time Management
- Word & Excel
Timeline
Relationship Banker
J.P. Morgan Chase
08.2024 - Current
Associate Banker
J.P. Morgan Chase
07.2023 - 08.2024
Farm Operations & Finance Manager
Broadfork Farm
01.2020 - Current
Owner
Broadfork Farm Soap
01.2015 - Current
Paraprofessional
Penn Valley Union Elementary School District
01.2014 - 01.2015
AA - Economics, Business Administration, Business Administration
Sierra College
Major - Personal Finance
Wilmington University