Jamie Wolford
Bridgeville
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
10.2025 - Current
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Educated clients on financial products and services, enhancing their financial literacy and informed decision-making.
- Collaborated with colleagues across divisions to foster teamwork and streamline client service processes.
Relationship Banker
JPMorgan Chase
01.2023 - 10.2025
- Identified customer needs through conversations and recommended tailored banking products to enhance satisfaction.
- Performed regular follow-ups with clients to strengthen relationships and refine financial plans.
- Resolved customer inquiries regarding account balances, transactions, fees, interest rates to improve service quality.
Pharmacy Technician
CVS Pharmacy
03.2011 - 11.2023
- Prepared medications for dispensing by counting, pouring, labeling, and verifying doses.
- Performed data entry for patient profiles, billing information and prescription orders into the pharmacy software system.
- Processed insurance claims and resolved billing inquiries for customers.
Retail Supervision
Visionworks
08.2012 - 02.2023
- Resolved customer inquiries and complaints effectively to ensure satisfaction.
- Assisted customers in selecting eyewear based on their needs and preferences.
- Performed administrative tasks such as scheduling appointments, maintaining patient records, billing insurance companies and preparing reports.
Hostess
Texas Roadhouse
05.2010 - 09.2012
- Trained new host staff on procedures and customer service standards effectively.
- Handled customer inquiries and concerns with professionalism and attentiveness.
- Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
Education
High School Diploma -
Fort Cherry High School
McDonald, PA06-2011
Skills
- Adaptability to change
- Mentoring and training
- Customer relationship management
- Compliance knowledge
- Effective communication
- Team collaboration
Certification
- PA Notary
Series 6, Series 63 and Life and Health Insurance
Timeline
Private Client Banker
JPMorgan Chase
10.2025 - Current
Relationship Banker
JPMorgan Chase
01.2023 - 10.2025
Retail Supervision
Visionworks
08.2012 - 02.2023
Pharmacy Technician
CVS Pharmacy
03.2011 - 11.2023
Hostess
Texas Roadhouse
05.2010 - 09.2012
High School Diploma -
Fort Cherry High School