Faye Wood

Experience

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  California State University, Fresno

  Aug 2017 - Dec 2017

  Teacher Assistant
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  JPMorganChase

  Aug 2020 - Sept 2021

  Associate Banker - Market Expansion

  -Business Results: Delivered the goals of my team, business/function and the company.1. Consistently utilize entitlements to support customers with everyday banking need including transactions as well as digital solutions;2. Assisted customers with service and maintenance request;3. Made appropriate customer referral to bankers and One Chase Partners and sent Branch opportunities to Branch Manager;-Clients/Customers/Stakeholders: Identified and delivered appropriate solutions that address the needs of clients/customers/stakeholders.1. Model customer obsession by personally and consistently living the 'Five Keys' every day and putting clients at the center of everything we do;2.Made every client interaction a warm and welcomed one by 100% authentically greet, called by name and thanked clients;3. Made every interaction meaningful and memorable;4. Effectively execute customer activities and adoption behaviors, such as new account opening to combined with online banking , digital solutions to help clients avoid a wait;5. Balanced immediate customer needs with growing and deepening long-term relationships;6. Treated every client with respect and dignity; Built trust by listening to customer needs and goals;7. Addressed and resolve client issues promptly and effectively and escalate when appropriate;-Teamwork & Leadership: Fostered a collaborative and inclusive environment that supports growth and development.1. Culture carrier who fosters an inclusive environment, supports and treats others with respect;2. A team player that is passionate, authentic & upbeat;3. Active contributed and participated in daily downloads and other branch meetings;-Risk, Control, and Conduct: Acted with integrity, protect our company, clients and customers.1. Delivered a strong controls environment by adhering to rush and control procedures and processes.2. Hold self and others to the firm's Code of Conduct, policies, related laws and regulations; Show less

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  J.P. Morgan Private Bank

  Sept 2021 - now

  Client Service Associate - Global Families Group - Private Bank - Wealth Management

  • Client Service Associate plays a leadership role on a team responsible for maintaining, deepening, and enriching client relationships.• Serve as the primary point of contact for all service-related needs of ultra-high net worth Wealth Management clients.• Work in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Wealth Management products.• Client Engagement - provide exceptional client service and flawless execution on client requests, inquiries, and transactions such as money movement, security transfers, and loan transactions including escalated research requests.• Risk & Controls - Ensuring robust and consistent controls and operating procedures are in place and adhered to and that the team fully meets operating standards, compliance, risk, and regulatory requirements.• Market Partnership - effectively collaborate and build relationships with respective client facing teams and internal business groups to deliver and execute client transactions as well as attend client/prospect meetings.• Business Development - review and identify potential business opportunities for clients to engage in additional products and services. Show less