CANDICE JACKSON
Townsend
Summary
Professional with proven track record in managing diverse projects and delivering high-impact results. Known for exceptional problem-solving skills and ability to work seamlessly with cross-functional teams. Reliable and adaptable, consistently aligning with evolving business needs while maintaining strong focus on achieving results.
Overview
14
14
years of professional experience
1
1
Certification
Work History
SR. ASSOCIATE CLIENT ONBOARDING OFFICER
JPMorgan Chase
05.2019 - Current
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
- Identified potential risks to develop mitigation plans and minimize impact on project timelines.
- Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.
- Increased customer service success rates by quickly resolving issues.
- Mentored junior staff members, helping them develop their skills and advance in their careers.
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
- Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
- Established effective relationships with key stakeholders both internally and externally for increased collaboration opportunities.
- Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
- Coordinated cross-functional teams to address complex issues, leading to more efficient problem-solving processes.
- Delivered high-quality training programs, enhancing employee skill sets and contributing to professional development efforts.
PROJECT MANAGER
JPMORGAN CHASE/ROBERT HALF
02.2017 - 03.2018
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Planned, designed, and scheduled phases for large projects.
- Met project deadlines without sacrificing build quality or workplace safety.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
- Provided detailed project status updates to stakeholders and executive management.
- Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
- Enhanced overall project success by conducting thorough post-project evaluations and incorporating lessons learned into future efforts.
- Facilitated smoother project transitions, ensuring thorough documentation and effective handovers.
- Improved client relationships, consistently meeting or exceeding project expectations and maintaining open lines of communication.
AML Compliance Analyst
Robert Half
08.2015 - 11.2015
- Enhanced AML compliance by conducting thorough investigations and risk assessments on potential clients.
- Enhanced overall efficiency of the Compliance department by automating manual processes where possible, leading to increased accuracy and reduced turnaround times.
- Participated in industry conferences and networking events, staying up-to-date on emerging trends within the AML compliance field.
- Assisted in maintaining a robust AML program by staying current on industry trends, laws, and best practices.
- Achieved accurate transaction monitoring by diligently reviewing financial records for suspicious activities.
Branch Manager
Wells Fargo
10.2010 - 06.2015
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Senior Personal Banker
Wells Fargo
10.2010 - 01.2014
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Boosted referral business by cultivating strong relationships with real estate agents, attorneys, and other key partners in the community.
- Maintained up-to-date knowledge of industry trends, continuously adapting strategies to stay ahead of market changes.
- Participated in community outreach events to promote the bank''s brand and foster local business partnerships.
- Developed strategies to acquire new clients, expanding the bank''s customer base and market share.
- Streamlined account opening processes for improved efficiency and reduced waiting times.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Followed up with customers to gather feedback and provide additional assistance.
- Cross-sold bank products and services to meet customer needs and provide options.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Monitored customer accounts to detect irregularities or suspicious activity.
Education
MBA - Organizational Leadership
Wilmington University
New Castle, DE05-2016
Bachelor of Science - Finance
Strayer University
03-2012
Skills
- Training and mentoring
- Performance monitoring
- Team leadership
- Team supervision
- Risk management
- Verbal and written communication
- Problem-solving skills
- Branch operations
- Analytical thinking
- Operations management
- Employee motivation
- Project management
Affiliations
- NSCS Member
- USASBE
- Society for Human Resource Management
- NextGen
Certification
- Marketing Certification
Women of Peace Award
The award honors a woman peacebuilder who has made a substantial contribution to the pursuit of peace and security in her community, region, or issue area
Timeline
SR. ASSOCIATE CLIENT ONBOARDING OFFICER
JPMorgan Chase
05.2019 - Current
PROJECT MANAGER
JPMORGAN CHASE/ROBERT HALF
02.2017 - 03.2018
AML Compliance Analyst
Robert Half
08.2015 - 11.2015
Branch Manager
Wells Fargo
10.2010 - 06.2015
Senior Personal Banker
Wells Fargo
10.2010 - 01.2014
MBA - Organizational Leadership
Wilmington University
Bachelor of Science - Finance
Strayer University
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