Mark Schrock

Experience

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  United States Air Force

  Apr 2010 - Apr 2011

  Radio Frequency Transmission Systems Apprentice

  - Honor Graduate, Most Improved Airman, Air Force Training Ribbon, National Service Defense Medal, Global War on Terrorism Medal- Sustain, troubleshoot and repair standard radio frequency wireless, line-of-sight, beyond line-of-sight, wideband and ground-based satellite and encryption transmission devices in a fixed and deployed environment.- Establish and maintain circuits, configure and manage system and network connectivity.- Develop expertise in multiple waveform systems operating across the spectrum, keying and signal devices, telemetry and instrumentation systems. Show less

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  Red Lobster

  Mar 2012 - Dec 2014

  Server

  Partnered with team members to serve guests in a professional manner that met or exceeded expectations while being proactive in delivering what the customer wanted.• Received cash, debit, and credit card payments and processed the return of required change.• Sustained teamwork, multi-tasking, customer service, professionalism, and product knowledge.

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  TNG – A Division of the Jim Pattison Group

  Jan 2015 - Jan 2016

  Merchandiser

  - Self-motivated, Client relationships, Attention to detail, Product knowledge, Quality Focus, Organization- Determine work schedule based on shipments, product promotions, and new product.- Maintain professional customer relationships by discussing product placement with store, department, and shipping managers; answering any questions, and responding to special requests.

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  Edward Jones

  Jan 2016 - Jan 2017

  Financial Advisor

  Delivered personalized investment solutions to help clients work toward long-term financial goals.• Created and produced spreadsheets and charts to provide visual representation of portfolio performance relative to goals.• Reviewed portfolio of new customers to determine strength of portfolio relative to diversification and retirement goal.• Collaborated with home office to process client applications, transfer paperwork, and client payments.

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  Capital One Investing

  Apr 2017 - Feb 2019

  Associate Manager

  Leading and managing a team of 10 to 15 customer service associates. Partnering with leadership, quality assurance, training, and process teams to achieve department business goals and drive process improvements.• Developing and coaching associates to deliver an exceptional customer experience and achieve high performance metrics.• Providing subject matter expertise (SME) on processes and product knowledge and building associate product knowledge.• Facilitating clean up and new call routing for various projects. Show less

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  JPMorgan Chase & Co.

  Aug 2019 - now

  Client Onboarding Officer, Associate

  Implementing complex, large-scale client onboarding solutions to enhance client experience. Interface directly with Department Supervisors and legal/compliance/wealth management teams to resolve escalated client issues and ensure all operations/procedures comply with FINRA, AML, SEC, DOL, and OCC regulations. Track and report hourly, daily, and weekly productivity metrics to senior leaders. Train and mentor new team members/principals.• Successfully conducting new client account suitability pre-acceptance reviews to identify and mitigate potential risks quickly and effectively.• Coordinate all aspects of setting up cash management products and services for Commercial Bank clients utilizing in-depth understanding of wealth management business, securities markets and industry regulations.• Serve as SME in enhancing onboarding process times and cross-training of Account Maintenance and Service Center teams to streamline onboarding process for a wide range of clients across a variety of types. Show less