Yusif Odeh
Chicago
Summary
Results-driven professional with over a decade of experience in customer-facing roles across retail and commercial sectors. Proven track record of building and nurturing relationships with clients worldwide. Adapts to diverse personalities and preferences. Thrives in high-pressure environments, leveraging automotive and financial backgrounds to effectively overcome challenges. Eager to contribute to JPMorgan Chase by leveraging expertise to drive success and become a valuable asset to the company.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Implementation Specialist, Treasury Products
JPMorgan Chase
07.2023 - 02.2024
- Identified, implemented, and led innovative, complex, large-scale client onboarding solutions, ensuring end-to-end ownership of the client experience
- Provided subject matter expertise for implementations, treasury products/services, and training requirements to both external clients and internal stakeholders
- Led collaborative dialogue with the client, sales team, and subject matter experts to develop an implementation project plan tailored to the complex and dynamic needs of multi-entity, multi-jurisdiction clients
- Resolved complex situations by executing independent judgment within company policies
- Utilized Microsoft Office, ERP's, and other technical tools to interpret and present client data effectively
Onboarding Specialist, Commercial Credit Cards
JPMorgan Chase
06.2021 - 07.2022
- Developed, implemented, and managed credit projects for 30+ commercial clients simultaneously
- Owned entire implementation experience, establishing clear timelines and goals
- Demonstrated ability to work effectively both independently and in a team environment
- Collaborated with stakeholders and cross-functional teams to ensure consistency in project lifecycle and enhance overall client experience
- Maintained controls agenda to ensure policies and procedures served the client and protected the firm
Licensed Relationship Banker, VP
JPMorgan Chase
01.2020 - 05.2021
- Partnered with Financial Advisors to deliver investment-related solutions for affluent clientele with assets ranging from $500K to $2M
- Drove a 50% increase in new business in the first quarter of 2021 by prioritizing investment-driven initiatives
- Surpassed quarterly sales targets by 25%, focusing on high-priority accounts and optimizing the sales pipeline
- Proactively engaged with clients, both face-to-face and over the phone, to understand their financial needs and offer tailored product and service recommendations
- Established new client connections while nurturing and evolving existing relationships
- Mentored new bankers through the licensing process, preparing them for success in their roles
Personal Banker
JPMorgan Chase
06.2019 - 01.2020
- Surpassed sales goals by 180%, increasing target from $1,000 to $2,800 within 60 days
- Boosted credit card sales by 30%, leveraging cross-selling techniques and implementing effective sales strategies
- Partnered with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect clients with experts who offered tailored financial support
- Acquired, retained, and deepened customer relationships
- Led bankers to adopt new, creative, and unique solutions for emerging opportunities
Associate Banker
JPMorgan Chase
06.2018 - 06.2019
- Assisted clients with transactions and self-service banking options, fostering rapport, and introducing customers to the One Chase family
- Facilitated leads to bankers, resulting in a 20% increase in credit card account openings
- Served as the initial point of contact for clients, guiding them through their banking needs to achieve their financial goals
- Developed meaningful relationships with clients, providing education on Chase banking technologies
- Balanced a cash drawer with 99% accuracy
Co-Founder
O'DAY MOTORSPORTS
08.2011 - 05.2021
- Established and nurtured the overall business, continuously adapting strategies to drive success
- Increased annual sales revenue by 30%, generating an additional $100K in sales within 12 months
- Grew e-commerce sales by 25%, contributing to an additional $50K in revenue
- Created sales listings with precise and engaging descriptions, spotlighting vehicle's standout features and selling points
- Offered consulting services to clients to facilitate the best overall automobile purchases
Teacher
Indiana Horizon Academy
09.2017 - 06.2018
- Developed a curriculum to align with developmental goals and instructional activities
- Maintained a classroom environment consistent with established codes of conduct, fostering a positive learning atmosphere
- Planned, executed, and supervised instructional activities for groups and individual students
- Collaborated with other personnel to enhance instructional programs and optimize the overall operation of the school
Assistant Store Manager
GameStop
08.2014 - 07.2016
- Led a team of 7+ employees to optimize sales and increase profitability, contributing to a $600K sales increase, representing 15% of the location's overall revenue growth
- Improved customer retention by 25% through the strategic optimization of the company's loyalty program, including enhancing reward structures and personalized customer outreach
- Developed and executed targeted sales campaigns, increasing product sales by 30% during key promotional periods
- Trained and mentored staff on sales techniques, product knowledge, and customer service, resulting in a 40% improvement in store performance metrics
Education
Bachelor of Science - Marketing
Purdue University Northwest
12.2017
Skills
Project Coordination
Client Relationship Management
Cross-Functional Collaboration
Active Listening
Sales
Efficiency
Certification
- Securities Industry Essentials, 2020
- Series 6, 2020
- Series 63, 2020
- Indiana Life, 2020
Other
- Fluent in Arabic.
- Volunteer at Indiana Horizon Academy (2013-Present).
- References available upon request.
Languages
Arabic
Native or Bilingual
Timeline
Implementation Specialist, Treasury Products
JPMorgan Chase
07.2023 - 02.2024
Onboarding Specialist, Commercial Credit Cards
JPMorgan Chase
06.2021 - 07.2022
Licensed Relationship Banker, VP
JPMorgan Chase
01.2020 - 05.2021
Personal Banker
JPMorgan Chase
06.2019 - 01.2020
Associate Banker
JPMorgan Chase
06.2018 - 06.2019
Teacher
Indiana Horizon Academy
09.2017 - 06.2018
Assistant Store Manager
GameStop
08.2014 - 07.2016
Co-Founder
O'DAY MOTORSPORTS
08.2011 - 05.2021
Bachelor of Science - Marketing
Purdue University Northwest
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