katherine mueller

vice president, learning

About

Objective: To develop training strategies that create efficiency and ensure compliance with the stringent regulations of the investment industry and to advise my clients as to the best possible solution for these events.

Country

united states

City

chicago

Industry

financial services

Skill

sales, training, 401k, customer service, financial services, employee relations, microsoft excel, microsoft office, relationship management, public speaking, project management, retirement, microsoft word, management, mutual funds, retirement planning, insurance, financial statements, strategic financial planning, general ledger, employee benefits, powerpoint, training management, financial planning, program management, fixed annuities, customer retention, development and delivery of training, team leadership, training delivery, relationship builder with unsurpassed interpersonal skills, teamwork, leadership

Experience

training specialist

jpmorgan chase & co.

2011-2 - 2012-10 · 1 yr 9 mos

Developed and facilitated classes for Chase Private Client program. Partnered with curriculum managers and subject matter experts to create and deliver various training for this line of business within Chase.

executive assistant

jpmorgan chase & co.

2005-1 - 2008-6 · 3 yrs 6 mos

Provided administrative support to two District Managers of the Chicago Central District. Including, but not limited to, generating reports, scheduling and planning meetings, processing HR paperwork.

personal banker and sales and service associate

jpmorgan chase & co.

2001-3 - 2004-12 · 3 yrs 10 mos

Branch based sales and service position to help customers by discovering financial needs, helping with problem resolutions, and processing transactions when needed. Responsibilities included resolving customer service issues, opening new accounts, offering convenience services, and helping the Branch meet sales objectives contributing to the success of the firm. Worked with the branch team and specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure customers have access to experts who can help them with specialized financial needs.

client service specialist

jpmorgan chase & co.

2008-6 - 2011-1 · 2 yrs 8 mos

Hired to launch pilot of Chase Private Client (CPC) program within Chase Bank. CPC provides affluent clients of the Chase Retail channel with access to exclusive banking products/services and investment solutions through JPMorgan Bank. CPC teams are dedicated to provide exceptional service to clients within this program. Michigan Ave location was one of 16 branches in existence. Responsibilities included office management, customer service, advisor and banker support, administrative and sales support to two Investment Advisors and one Private Client Banker.

customer service representative and teller

bmo harris bank

1995-1 - 2001-2 · 6 yrs 2 mos

Performed customer service and teller duties during tenure at AmCore bank. Developed relationships with all partners within the branch including, bankers, operations, and upper management.

independent beauty consultant

mary kay inc.

2010-1 - 2018-1 · 8 yrs 1 mo

Business owner and independent consultant for Mary Kay cosmetics. Provide customized and personal skin care and color solutions.

vice president, learning

j.p. morgan

2016-1 - Present · 10 yrs 9 mos

learning and development specialist

jpmorgan chase & co.

2012-10 - Present · 14 yrs

Manage the training curriculum for Investment Associates and Client Service Associates within Chase Wealth Management (CWM) at Chase. Also manage systems and operations training for the Chase Private Client line of business and new program initiatives within CWM. Partner with subject matter experts to develop and deliver timely training to advisors and assistants.