Jo Ann Ben-Zvi

I’m a customer-focused banking professional with experience across teller, relationship, and private client roles, backed by earlier legal office support. I enjoy turning customer needs into clear next steps—while staying strict about compliance and accurate documentation.

Since December 2023, I’ve served as a Universal Banker, greeting and assisting customers, opening and managing checking, savings, and time deposit accounts, and processing cash and check deposits, withdrawals, and fund transfers. I promote and sell banking products such as loans, credit cards, and investment products, resolve customer questions and service requests, and support customers using online and mobile banking services.

Earlier at JPMorgan Chase Bank, I built lasting relationships as a Relationship Banker and supported high-balance clients as a Private Client Banker/Small Business Specialist. In both roles, I specialized in discovering needs, providing superior customer service, and acquiring quality personal and business relationships—while consistently meeting goals and earning referrals and accolades.

Before banking, I worked as an Executive Legal Assistant and Legal Assistant, where I handled legal research, drafted correspondence and documents, managed schedules, and maintained office operations. That background strengthened my attention to detail, record-keeping discipline, and calm problem-solving—qualities I bring to every customer interaction, compliance requirement, and record I maintain.