Janki Patel
JPMorgan Chase
Edwardsville,IL
3
Languages
1
Certification
14
years of professional experience
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Work History
Relationship Banker
1 Year 7 Months- Manage high-net-worth Client relationships in a high- volume branch, delivering personalized Banking and financial solutions.
- Generated 3,000+ PVCs, ranking among the market’s top performers in the most recent Quarter.
- Cultivated client relationships through needs-based conversations and personalized financial solutions.
- Advised customers on deposit, credit, and digital banking products aligned with goals.
- Executed account openings, maintenance, and transaction processing with accuracy and compliance.
- Partner with branch and wealth-management teams to deepen client relationships.
- Drove client growth through proactive outreach and relationship management, strengthening client loyalty.
- Achieved top performance in branch metrics. in Chase digital banking and app enrollment.
- High performer in Chase digital banking and app enrollment.
- Licenses: SIE, Series 6, Series 63, Life & Health Insurance.
Manager
11 Months- Cultivated long-term customer loyalty through exceptional service, addressing needs, and ensuring satisfaction.
- Lead and inspire team members to deliver top-notch customer service, ensuring staff meets sales goals and maintains a positive work environment.
- Drove sales by promoting menu offerings and upselling products, leveraging customer insights to suggest tailored solutions.
- Track key performance metrics, such as customer satisfaction, sales volume, and team productivity, ensuring the business meets or exceeds goals and is aligned with branch success metrics.
- Track key performance metrics, such as customer satisfaction, sales volume, and team productivity, ensuring the business meets or exceeds goals and is aligned with branch success metrics.
- Managed staff scheduling to optimize branch operations during peak times, enhancing customer satisfaction and profitability.
Financial Service Consultant
6 Months- Coordinated organization-wide efforts to deliver world-class customer service through effective communication, task prioritization, and problem-solving skills.
- Coordinate efforts across the organization to ensure the delivery of world-class customer service, leveraging effective verbal and written communication, adept task prioritization, and problem-solving skills.
- Employed empathetic problem-solving by defining client needs and providing tailored financial recommendations to address those needs.
UX/Designer
3 Years 2 Months- Outline the user’s journey through the product and organize content and features to ensure an intuitive user experience.
- Identified opportunities for improvement through competitor analysis and industry trend research.
- Use Figma to collaborate with cross-functional teams, incorporating feedback seamlessly into design iterations.
- Identify opportunities for improvement by studying competitors and staying up to date with industry trends.
- Managed design tasks, timelines, and deliverables to ensure project deadlines were met, maintaining open communication with clients and stakeholders.
Manager and Head Designer
4 Years 9 Months- Delivered high-level technical product knowledge to customers through effective communication and interpersonal skills in fast-paced environment, highlighting craftsmanship of products.
- Employed design tools like Illustrator and Photoshop to creatively design clothing, accessories, and footwear for upcoming seasonal collection.
- Managed brand's social media platforms to engage customers and drive sales, while creating visually appealing merchandise displays for trunk shows nationwide.
Education
Bachelor of Fashion Design - Fashion Design
- UX/UI Foundations
Skills
MS Word
Zoom
Slack
Figma
Photoshop
ChatGPT
Problem-solving
Cash Management
Team Collaboration
Customer Relations
Client Engagement
Deposit & Withdrawal Processing.
Relationship building and management
Customer Service-oriented
Sales expertise
Certification
- Licenses: SIE, Series 6, Series 63, Life & Health Insurance.
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Timeline
Relationship Banker
JPMorgan Chase
03.2025 - CurrentRead More
Manager
WINGZONE
04.2024 - 03.2025Read More
Financial Service Consultant
First Community Credit Union
03.2021 - 09.2021Read More
UX/Designer
Dynamic elements AS (Blueskyme)
01.2018 - 03.2021Read More
Manager and Head Designer
Indian Closet
03.2013 - 12.2017Read More
Coursera & Avocademy
from UX/UI Foundations
Read More
National Institute of Fashion Technology (NIFT)
Bachelor of Fashion Design from Fashion Design
Read More