Jade Heu
@jadeheu
Dedicated banking professional with strong client relationship skills.
What I'm looking for
I am a dedicated banking professional with a strong focus on fostering client relationships. My experience as an Associate Banker and Relationship Banker at the Bank of Montreal has equipped me with the skills to assist clients effectively, manage major accounts, and provide exceptional customer service. I take pride in my ability to understand clients' unique needs and suggest tailored financial products that align with their goals.
In my role as an Administrator Assistant at Bakman Water Co., I honed my customer service skills further by addressing inquiries and managing customer accounts. I actively participated in meetings to adapt to evolving legislation, ensuring our processes remained compliant and efficient. My commitment to collaboration and punctuality has allowed me to contribute positively to team dynamics while managing multiple projects simultaneously.
Experience
Work history, roles, and key accomplishments
Administrator Assistant
Bakman Water Co.
Feb 2024 - Present (1 year 5 months)
Handled customer service calls for Fresno and Madera Counties, addressing inquiries about water payments, quality, and rates. Collaborated with operations on evolving legislation and prepared monthly drought reports.
Relationship Banker
Bank of Montreal
Oct 2023 - Present (1 year 9 months)
Managed major client accounts, overseeing credit lines, HELOCs, and business banking services. Opened and maintained various client accounts, strengthening relationships through product recommendations.
Associate Banker
Bank of Montreal
Aug 2022 - Present (2 years 11 months)
Assisted bankers with sales calls and managed teller line transactions including withdrawals, deposits, and transfers. Handled wire transfers and supported clients with mobile, online, and telephone banking services.
Education
Degrees, certifications, and relevant coursework
Fresno State University
BFA, Animation
Pursued a Bachelor of Fine Arts in Animation, focusing on the principles and techniques of animated storytelling. Developed skills in character design, 3D modeling, visual effects, and motion graphics.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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