Summary
Overview
Work History
Education
Skills
Timeline
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Alanna Jurick

Alanna Jurick

fountain hills

Summary

Experienced content marketing consultant with a proven track record in remote work, adept at managing teams of varying sizes. Currently enhancing client engagement and satisfaction at Chase Bank, driving results through strategic communication and customer service. Committed to professional growth and fostering team success in a remote setting.

Overview

9
9
years of professional experience

Work History

Licensed Relationship Banker

JP Morgan Chase
SCOTTSDALE
04.2022 - Current
  • The forefront of delivering an exceptional customer experience.
  • Managed client portfolios to ensure comprehensive financial solutions.
  • Analyzed financial needs and recommended appropriate banking products.
  • Process financial transactions and educate clients on technology support, banking, and investment choices.
  • Be a part of the One-Chase team by offering clients the best product options that support their financial needs and goals.
  • Series 6, 63, SIE, and health and life insurance licenses.

Project Manager and Client Relations Specialist

Black Horse Consulting
Remote
04.2022 - Current
  • Worked with a social media strategist to create long-lasting effective social media campaigns for over a dozen clients.
  • Aided in cultivating and maintaining strong client relations, utilizing different virtual platforms.
  • Search engine optimization and editing content.
  • Organized and scheduled content created for Facebook, Instagram, and Twitter.

Shift Supervisor

Starbucks
SCOTTSDALE
07.2017 - 11.2022
  • Cultivate a culture of warmth and belonging for partners and customers.
  • Build others' capability through coaching.
  • Develop store plans based on performance gaps.

Consultant

Solid Waste Alliance Communities (S.W.A.C)
RUTLAND
02.2016 - 02.2020
  • Performed phone and email outreach on Act 148, Vermont states Recycling and composting act.
  • Created newsletter campaign and official state report through data collection.

Education

Bachelor of Arts - Sustainability, Digital Audiences

Arizona State University
Tempe, AZ
12.2021

200 hr Yoga certification - Yoga Certification

My Vinyasa Practice
Online
01.2021

Associate of Arts - Pastry And Baking

Le Cordon Bleu
Eagan, MN
01.2014

High School Diploma -

Hartford Central School
Hartford, NY
01.2013

Skills

  • Time management
  • Communication
  • System development
  • Implementation
  • Project management
  • Client relations
  • Trainability
  • Professionalism
  • Inspiration
  • Building strengths
  • Financial analysis
  • Customer service
  • Effective communication
  • Conflict resolution
  • Coaching others
  • Debt management
  • Mortgage lending
  • Retirement planning
  • Client relationship building
  • Wealth management
  • Financial planning
  • Cash flow management
  • Investment management
  • Sales expertise
  • Money handling
  • Relationship building and management
  • Loss prevention
  • Credit assessment
  • Cash handling
  • Creative thinking
  • Financial services
  • Microsoft
  • Word press
  • Excel
  • Google Analytics
  • Google Suite
  • Tummee
  • Canva
  • POS
  • MPOS
  • UPM
  • MBM
  • Dynamics
  • Adobe
  • Client Central
  • Customer Assist
  • Teller Express
  • Apple
  • Later
  • Tailwind
  • Teamwork

Timeline

Licensed Relationship Banker

JP Morgan Chase
04.2022 - Current

Project Manager and Client Relations Specialist

Black Horse Consulting
04.2022 - Current

Shift Supervisor

Starbucks
07.2017 - 11.2022

Consultant

Solid Waste Alliance Communities (S.W.A.C)
02.2016 - 02.2020

Bachelor of Arts - Sustainability, Digital Audiences

Arizona State University

200 hr Yoga certification - Yoga Certification

My Vinyasa Practice

Associate of Arts - Pastry And Baking

Le Cordon Bleu

High School Diploma -

Hartford Central School

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Alanna Jurick