Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Janett Murguia

NORTH HOLLYWOOD

Summary

Proven leader and financial expert, adapt in operational procedure and customer service, with a track record of enhancing client satisfaction and streamlining operations at JP Morgan Chase. Excels in teamwork, collaboration, and bilingual communication, significantly improving business processes and customer experiences. Demonstrates exceptional leadership and financial advisory skills, driving positive outcomes and operational excellence.

Overview

13
13
years of professional experience

Work History

Banker/Loan Officer

Premier America Credit Union
Burbank , CA
03.2022 - 02.2023
  • Evaluated client financial positions and identified most appropriate banking products.
  • Opened, closed, and updated accounts for customers.
  • Provided advice on different bank products and financial options.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Generated reports and analysis of customer data to identify trends and potential business opportunities.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.

Assistant Branch Manager

JP Morgan Chase
Lake Balboa , CA
01.2021 - 12.2021
  • Streamlined office operations by computerizing activities, managing customer communications, scheduling and tracking records and documents.
  • Maintained and prioritized to-do-list and followed up to complete tasks on-time.
  • Frequently inspected production area to verify proper equipment operation.
  • Coached staff on daily performance and conducted evaluations to constructively address concerns.
  • Boosted customer experiences by delivering superior customer service, issue resolution and merchandising.


Lead Teller

JP Morgan Chase
01.2015 - 11.2020
  • Performed both opening and closing duties
  • Familiar with and adhere to all corporate policies and procedures
  • Custodian to ATMs: made sure that all ATMs were operable and filled with cash.
  • Overseeing financial activities for personal accounts and made sure that our clients were satisfied with services they were getting.
  • Answered inquiries regarding checking and savings accounts and other related products.

Manager

Coffee Bean
01.2010 - 01.2015
  • Performed both opening and closing duties
  • Familiar with and adhere to all corporate policies and procedures
  • Helped create efficient filing system within the store to locate products with ease
  • Assist in employee scheduling according to fluctuating schedules
  • Performed cashier and cash-wrap duties
  • Performed Payroll

Education

High School Diploma -

LA Valley College
Valley Village, CA

High School Diploma -

North Hollywood High School
North Hollywood, CA

Skills

  • Safety policies
  • Operational procedure
  • Equipment operations
  • Process improvements
  • Teamwork and collaboration
  • Leadership
  • Excellent communication
  • Customer service
  • Bilingual
  • Cash oversight
  • Sales proficiency
  • Financial advice

Languages

Spanish
Professional

References

References available upon request.

Timeline

Banker/Loan Officer

Premier America Credit Union
03.2022 - 02.2023

Assistant Branch Manager

JP Morgan Chase
01.2021 - 12.2021

Lead Teller

JP Morgan Chase
01.2015 - 11.2020

Manager

Coffee Bean
01.2010 - 01.2015

High School Diploma -

LA Valley College

High School Diploma -

North Hollywood High School

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Janett Murguia