Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

LY TRAN

San Jose

Summary

Dedicated and results-driven individual with many years of experience in managing client relationships and providing exceptional support. Expert at resolving client inquiries, processing requests, and ensuring seamless service delivery with a focus on accuracy and timeliness. Experienced in managing client accounts, troubleshooting issues, and continuously improving processes to enhance service efficiency. Passionate about maintaining positive client experiences and delivering top-tier service in dynamic, fast-paced environments.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Client Service Sr. Associate

JPMorgan Chase
03.2024 - Current
  • As part of CST, supported Client Success Officer in market in assisting client's in day to day operation
  • Assisted clients in navigating product features, addressing any questions or concerns to ensure maximum value
  • Worked closely with the sales team to ensure a seamless transition from sales to the customer success phase
  • Coordinated with various departments (e.g., technical support, billing, product) to ensure timely resolution of client inquiries and issues.
  • Collaborated with internal teams to resolve complex issues, ensuring prompt delivery of solutions and client satisfaction.
  • Provided ongoing support to clients, including troubleshooting, product guidance, and addressing service-related issues to enhance the overall client experience.
  • Conducted regular follow-ups with clients to ensure satisfaction, collect feedback, and monitor client health

Banker Associate Innovation Economy

JPMorgan Chase
05.2023 - 03.2024
  • Supported senior bankers in managing a portfolio of commercial clients, assisting with day-to-day account management, relationship building, and client service
  • Conducted credit analysis on prospective and existing clients, evaluating financial statements, cash flow, and creditworthiness to assist in loan origination and risk assessments
  • Provided exceptional customer service by addressing client inquiries, offering tailored banking solutions, and recommending appropriate products to meet client needs.
  • Collaborated with internal departments such as credit, risk, and operations to ensure smooth processing and delivery of services to clients.
  • Participated in client meetings and calls, gathering key information to enhance business relationships and identify cross-selling opportunities

Senior Home Lending Advisor

JPMorgan Chase
04.2012 - 03.2023
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility
  • Developed and recommended personal or commercial loan packages for clients


Licensed Relationship Banker

JPMorgan Chase
07.2010 - 04.2012
  • Identified financial needs of customers and presented appropriate product and service options
  • Seek opportunities to cross sell into every relationship and anticipate the future needs of clients
  • Collaborated with mortgage, wealth management and Business partners to assist customers with specialized needs
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction
  • Collaborated with various departments to improve communication and deliver individualized customer solutions
  • Established strong client relationships to drive business development
  • Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills
  • Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction

Education

Bachelor of Science - Business Administration

San Jose State University
San Jose, CA
08.2017

Skills

  • Customer Service-Focused
  • Building and maintaining long-term, trust-based relationships with clients
  • Deep understanding of the company’s products/services to provide guidance and support to clients
  • Identifying opportunities to expand the client relationship by recommending additional products or services
  • Excellent verbal and written communication for client interactions and internal collaboration
  • Sales Expertise
  • Working closely with sales, technical, and support teams to ensure the seamless delivery of services and products to clients

Certification

FINRA SIE

Languages

Vietnamese
Native or Bilingual

Timeline

Client Service Sr. Associate

JPMorgan Chase
03.2024 - Current

Banker Associate Innovation Economy

JPMorgan Chase
05.2023 - 03.2024

Senior Home Lending Advisor

JPMorgan Chase
04.2012 - 03.2023

Licensed Relationship Banker

JPMorgan Chase
07.2010 - 04.2012

Bachelor of Science - Business Administration

San Jose State University

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