Cherry J.

About Cherry J.

Cherry has over 10 years of experience in the banking industry rising to the level of Senior Personal Banker while also serving as a trainer, coach, and mentor to junior associates. She has a track record of achievements including a #1 ranking in a finance center, an increase in overall deposits by $21 million, a 100% customer satisfaction rating, exceeding monthly goals by 40%, and winning the “Service Champion” Award. She has also established skills in due diligence and fraud detection, relying on data collection and analytics to identify any aberrant account activities. It’s a proactive vs. reactive response to risk detection and mitigation. Cherry serves as a catalyst for positive change, new ideas, and transformation; she not only identifies but also capitalizes on opportunities to pursue continuous improvement as a results-driven professional who strives to consistently add value to her employer and her clients. Her focus centers on earning and retaining customer trust and loyalty to contribute to a steady pipeline of revenue growth. Cherry is a graduate of Berkeley College, earning a BBA in Financial Services with a 4.0 GPA and highest distinction of Summa Cum Laude.

Experience

1. Personal Banker

   Valley Bank

   Jun 2022 — Present · New York, NY, US

   Functioned as a solutions seller, aligning products and services with clients’ needs and objectives.• New accounts set up, client onboarding, reviewed customer financials and conducted risk analysis.• Consistently delivered a positive customer experience.• Partner with branch management to train, coach, and mentor Junior Associates.• Consistently delivered a positive customer experience.

Education

• Borough of Manhattan Community College

  Associate of Arts - AA, Economics

• Berkeley College

  Bachelor of Business Administration - BBA, Financial Services

• New York University

  Master of Science - MS, Financial Planning