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Elena Theis

Elena Theis

Sales And Marketing Specialist | Marketing Coordinator

Followers of Elena Theis356 followers
location of Elena TheisHouston, Texas, United States

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  • Timeline

  • About me

    Branch Manager at JPMorgan Chase

  • Education

    • Google Data Analytics Professional Certificate

      2021 - 2022
      In progress

      SQL | Tableau | R

    • Microsoft Learn

      2021 - 2021
      Professional development: virtual workshops, online training

      Power BI | Excel | Run Effective Meetings with Microsoft Teams

    • General Assembly

      2021 - 2022
      Professional development: virtual workshops, online training

      Data Analytics | Google Analytics | Excel Workshop | Intro to Tableau | Tableau 101: Telling Meaningful Stories with Data | Social Media Mapping | Social Media Analytics: Tracking the Metrics that Count | Digital Marketing 101 |

    • Trailhead by Salesforce

      2021 - 2022
      Salesforce Administrator Trailhead Mountaineer

      Activities and Societies: Trailhead Company-Wide Org Settings | Data Modeling: data structure with objects, fields, and relationships | Data Security | User Management | Chatter Administration for Lightning Experience | Activities: Tasks, Events, and Calendars | Lightning Experience Customization and Mobile: Lightning Apps, List Views, Compact Layouts and Page Layouts, Quick Actions | Managing Support Cases: Streamline workflow and improve productivity with new processes, record types, and rules | Lightning App Builder | Sales… Show more Company-Wide Org Settings | Data Modeling: data structure with objects, fields, and relationships | Data Security | User Management | Chatter Administration for Lightning Experience | Activities: Tasks, Events, and Calendars | Lightning Experience Customization and Mobile: Lightning Apps, List Views, Compact Layouts and Page Layouts, Quick Actions | Managing Support Cases: Streamline workflow and improve productivity with new processes, record types, and rules | Lightning App Builder | Sales Cloud and Service Cloud | Lightning Knowledge | Salesforce Campaigns and Forecasts Setup | Products, Quotes, & Contracts: Configure price books, templates, and contracts | Sales Cloud Einstein | Show less

    • Kharkiv State Academy of Food Technology and Management

      -
      Bachelor's degree Economics and Marketing

      Graduated with High Honors | Kharkiv, Ukraine

  • Experience

    • Simon Media and Advertising

      Jan 2000 - Jan 2003
      Sales And Marketing Specialist | Marketing Coordinator

      Conducted research to analyze competitive landscape, market trends. Prepared reports by collecting and analyzing data. Provided support to the Marketing Director in evaluating and planning marketing campaigns and presentations. Worked to increase the company's online presence by coordinating the development of the website, preparing new materials for social media.

    • JPMorgan Chase & Co.

      Jun 2005 - Sept 2008
      Assistant Branch Manager

      • Managed operational functions including loss control, compliance, and customer retention and audit standards.• Supervised and coached Tellers and Lead Tellers regarding policies, procedures, products, systems and banking transactions.• Drew upon a strong knowledge of branch operations, paying and receiving transactions, regulatory compliance, and bank policy & procedure.• Lead and developed branch teller staff to meet customer’s service needs and to foster an environment in which all employees can perform their best work in a team environment. Show less

    • JPMorgan Chase & Co.

      Jun 2010 - Sept 2012
      Assistant Branch Manager (Central District)

      • Recipient of award for Top Assistant Manager Houston North Central District 2011.• Achieved operational effectiveness by strategically managing and facilitating critical workflows and delegating assignments to align with individual skillsets and capabilities.• Introduced training and development programs, promoted first-time resolutions as well as introduced KPI performance management.• Drove continuous improvement and cost-saving initiatives to achieve operational efficiency, customer satisfaction and compliance with auditor recommendations. • Performed as backup to district Operations and Loss control specialist (Auditor).• Provided support to the Branch Manager in daily operations and sales.• Collaborated with partners, including financial advisors and lending specialists, to grow the business and investments. Show less

    • JPMorgan Chase & Co.

      Apr 2022 - now
      Branch Manager

  • Licenses & Certifications

    • Salesforce Certified Administrator (SCA)

      Salesforce

    • Google Data Analytics Professional Certificate

      Coursera

  • Honors & Awards

    • Awarded to Elena Theis
      Top Assistant Manager Houston North Central District 2011 J.P.Morgan Chase 2011
    • Awarded to Elena Theis
      Ukrainian Parliament (Verkhovna Rada) Scholarship Recipient -