Summary
Overview
Work History
Education
Skills
Timeline
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Jaime Wilson

Algonquin

Summary

Dynamic financial professional with a proven track record at JP Morgan Chase, excelling in strategic decision-making and effective team leadership. Skilled in developing tailored investment strategies and enhancing customer satisfaction through streamlined processes. Recognized for strong attention to detail and the ability to thrive in fast-paced environments.

Overview

14
14
years of professional experience

Work History

Financial Advisor Trainee

Fintopia Financial Partners
07.2024 - 08.2025
  • Assisted clients in identifying financial goals and developing tailored investment strategies.
  • Conducted market research to provide informed recommendations on investment opportunities.
  • Prepared detailed financial reports and presentations for client meetings.
  • Supported senior advisors in analyzing client portfolios for performance and risk assessment.
  • Handled sensitive client information with discretion, adhering strictly to confidentiality policies at all times.

Customer Service Manager /Operations Project Coordinator

Tron Solar
09.2021 - 05.2024
  • Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
  • Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.
  • Conducted regular performance evaluations for team members, identifying areas for improvement and creating targeted action plans.
  • Enhanced customer satisfaction by streamlining support processes and implementing new strategies.
  • Set aggressive targets for employees to drive company success and strengthen motivation.

Lead Teller Operations Specialist

JP Morgan Chase
06.2011 - 12.2018
  • Supervised daily teller operations, ensuring compliance with banking regulations and policies.
  • Trained and mentored junior tellers to enhance service quality and operational efficiency.
  • Assisted in the development of training materials, improving overall teller proficiency and branch performance.
  • Coordinated scheduling for the teller team to maintain adequate coverage during peak business hours without sacrificing quality service delivery.
  • Trained new hires on customer service policies and procedures.
  • Conducted regular audits of cash drawers and transactions to ensure accuracy and mitigate discrepancies.

Education

No Degree - Organizational Leadership

Elgin Community College
Elgin, IL

Skills

  • Effective team leadership
  • Effective time management
  • Strategic decision-making
  • Clear and concise communication
  • Strategic goal setting
  • Client support
  • Effective team collaboration
  • Optimistic communication style
  • Strong attention to detail
  • Versatile in dynamic environments
  • Reliable and accountable
  • Skilled in simultaneous task execution
  • Proficient in computer applications

Timeline

Financial Advisor Trainee

Fintopia Financial Partners
07.2024 - 08.2025

Customer Service Manager /Operations Project Coordinator

Tron Solar
09.2021 - 05.2024

Lead Teller Operations Specialist

JP Morgan Chase
06.2011 - 12.2018

No Degree - Organizational Leadership

Elgin Community College

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Jaime Wilson