Timothy Yerkes
Charlotte
Overview
2
2
years of professional experience
1
1
Certification
Work History
Institutional Service Professional
LPL Financial
06.2025 - 10.2025
- Assisted clients in understanding financial products and services.
- Processed account transactions efficiently and accurately.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Analyzed financial data to identify trends and support decision-making processes.
- Utilized advanced Excel functions to manipulate and analyze large datasets.
Associate Service Professional
LPL Financial
06.2024 - 06.2025
- Provided exceptional client service by addressing inquiries and resolving issues efficiently.
- Streamlined document processing, improving accuracy and reducing turnaround time for client requests.
- Developed familiarity with financial software tools to support data entry and client management tasks.
- Adapted quickly to changing priorities, demonstrating flexibility in a fast-paced environment.
- Generated positive feedback from clients through effective problem-solving skills and empathetic communication techniques.
Associate Banker
JPMorgan Chase
06.2023 - 06.2024
- Processed customer transactions efficiently, ensuring accuracy in all financial operations.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Assisted clients with account management, facilitating seamless banking experiences.
- Educated customers on banking products and services, improving overall client engagement.
- Analyzed account activity to identify potential fraud and mitigate risks effectively.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Education
BBA - Business Administration
University of Mississippi
Oxford, MS05-2023
Skills
- Financial services
- Customer relationship management
- Cash management
- Account documentation
Certification
Securities Industry Essentials
Timeline
Institutional Service Professional
LPL Financial
06.2025 - 10.2025
Associate Service Professional
LPL Financial
06.2024 - 06.2025
Associate Banker
JPMorgan Chase
06.2023 - 06.2024
BBA - Business Administration
University of Mississippi