Preeti Mahajan

Private Client Banker at Jpmorgan Chase Bank National Association
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Contact Information
us****@****om
(386) 825-5501
Location
North Canton, Ohio, United States, US
Languages
  • English -
  • French -
  • Hindi -

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Experience

    • Brazil
    • Banking
    • 200 - 300 Employee
    • Private Client Banker
      • Jan 2023 - Present

    • Officer
      • Jan 2023 - Jan 2023

    • Relationship Banker
      • Jun 2019 - Jan 2023

  • Clipius Analytics
    • North Canton, Ohio
    • Managing Partner
      • 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

    • Volunteer
      • 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)

    • United States
    • Banking
    • 700 & Above Employee
    • Financial Services Specialist
      • 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

    • Banking
    • 1 - 100 Employee
    • Personal Accountant
      • 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

    • United States
    • Banking
    • 700 & Above Employee
    • Assistant Supervisor for the Customer Service Department
      • 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

Education

  • Lake Superior State University
    Master of Business Administration (MBA), Accounting and Business/Management
    1995 - 1997
  • Kirori Mal College
    Master of Arts (MA), History
    1991 - 1993
  • Jesus and Mary College
    Bachelor of Arts (BA), History
    1988 - 1991

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