Preeti Mahajan
Private Client Banker at Jpmorgan Chase Bank National Association- Claim this Profile
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English -
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French -
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Hindi -
Topline Score
Bio
Experience
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Jpmorgan Chase Bank National Association
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Brazil
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Banking
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200 - 300 Employee
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Private Client Banker
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Jan 2023 - Present
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Officer
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Jan 2023 - Jan 2023
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JPMorgan Chase Bank, NA
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Canton, OH
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Relationship Banker
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Jun 2019 - Jan 2023
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Clipius Analytics
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North Canton, Ohio
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Managing Partner
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May 2017 - May 2019
Data Analytics (with Artificial Intelligence and Advanced Statistics) services provided for the Healthcare Industry Data Analytics (with Artificial Intelligence and Advanced Statistics) services provided for the Healthcare Industry
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North Canton schools/organizations
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North Canton, OH
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Volunteer
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Jul 2010 - Jun 2017
• Treasurer for Green Town Elementary School PTO (2014-15) • Overall in-charge of the 2013 Northwood Winter Carnival including logistics, fund raising and finances (2013–14) • Treasurer for the North Canton Girl Scouts (2010 –11) • Treasurer for Green Town Elementary School PTO (2014-15) • Overall in-charge of the 2013 Northwood Winter Carnival including logistics, fund raising and finances (2013–14) • Treasurer for the North Canton Girl Scouts (2010 –11)
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Regions Bank
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United States
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Banking
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700 & Above Employee
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Financial Services Specialist
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2007 - 2009
• Managed large and small business accounts and personal accounts • Managed and conducted data analysis for all business clients • Supervised bank tellers • Trained new personnel in financial software as well as customer service • Significant emphasis on customer service and client satisfaction • Managed large and small business accounts and personal accounts • Managed and conducted data analysis for all business clients • Supervised bank tellers • Trained new personnel in financial software as well as customer service • Significant emphasis on customer service and client satisfaction
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First Southern Bank
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Banking
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1 - 100 Employee
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Personal Accountant
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2002 - 2005
• Managed large and small business accounts and personal accounts • Managed and conducted data analysis for human resource purposes • Managed the lock box for the local radiology group • Managed large and small business accounts and personal accounts • Managed and conducted data analysis for human resource purposes • Managed the lock box for the local radiology group
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Old National Bank
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United States
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Banking
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700 & Above Employee
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Assistant Supervisor for the Customer Service Department
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1998 - 2001
• In-charge of scheduling and training of personnel • Tracked number of call-in problems using computer software • Trained in the use of new software used by the bank (underwent a training workshop) • Opened and closed accounts • Issued debit and ATM cards • Helped customers with account problems • Dealt with forgeries and ATM & Debit card frauds • In-charge of scheduling and training of personnel • Tracked number of call-in problems using computer software • Trained in the use of new software used by the bank (underwent a training workshop) • Opened and closed accounts • Issued debit and ATM cards • Helped customers with account problems • Dealt with forgeries and ATM & Debit card frauds
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Education
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Lake Superior State University
Master of Business Administration (MBA), Accounting and Business/Management -
Kirori Mal College
Master of Arts (MA), History -
Jesus and Mary College
Bachelor of Arts (BA), History