Christy M McDaniel
Project Management | Client Account Management | Team Leadership Vendor Management | Risk Management | Cross-functional Collaboration | Stakeholder Relations | Relationship Building | Communication
- Role
- Private Client Experience Specialist at JPMorganChase
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Christy M McDaniel
Innovative, highly dependable professional with a reputation for going above and beyond position expectations to exceed objectives in the credit / debit card-processing industry. Articulate communicator who excels at developing and managing relationships with clients, stakeholders, and vendors. Influential, decisive problem solver adept at influencing others to effectively resolve conflicts and eliminate problems. Empathetic and personable, skilled at establishing a collaborative, engaging team culture, and inspiring personnel to achieve their best work while serving as a motivational, passionate leader. Analytical, detail-driven, and highly organized, capable of planning and managing projects through to their completion to deliver sustainable business results.
Experience
Private Client Experience Specialist
Mar 2026 — Present · Westerville, OH, US
Delivering a high-touch, relationship-driven client experience within the Private Client segment, supporting mass affluent clients and partnering closely with Bankers to provide seamless, personalized service.Provide exceptional client service by managing the end-to-end on-boarding experience, owning client inquiries from initiation through resolution, and ensuring timely, accurate follow-up.Partner with Bankers to deepen client relationships by handling client interactions, supporting business calls, and identifying opportunities to enhance the overall banking relationship.Develop in-depth knowledge of JPMorgan Private Client products and services to support day-to-day client needs, recommend tailored banking solutions, and assist in preparing deposit and relationship reviews.Anticipate client needs by proactively identifying opportunities to improve the client experience and strengthen long-term relationships.Support lending and servicing activities by guiding clients through processes and ensuring a smooth, high-quality experience.Assist with client engagement and marketing efforts, including coordinating outreach, client events, and relationship-building initiatives.Leverage every client interaction to uncover opportunities to deepen wallet share while maintaining a strong focus on trust, professionalism, and service excellence.
Education
Project Management Institute
PMP Certification
2011
Columbus State Community College
Business Administration and Management, General
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