Banking & Customer Platforms - Teller Express and Customer Assist
Open To Work
Edelon De Leon
Assistant Branch Manager - Operations
Brooklyn,NY
Summary
Experienced financial services professional with over 13 years at J.P.Morgan Chase & CO., including 9+ years in management roles. Demonstrated expertise in compliance with banking regulations, staff management, and customer service excellence. Skilled in resolving customer issues, driving sales, and contributing to business development.
Operations professional with proven track record of managing branch operations and optimizing workflows to enhance efficiency. Known for collaborative approach to teamwork and commitment to achieving results. Reliable, adaptable, and skilled in conflict resolution and strategic planning.
Efficient operations professional ready to enhance branch performance. Skilled in team leadership, process optimization, and strategic planning. Strong focus on collaboration, adaptability, and achieving results. Known for reliability and effective problem-solving in dynamic environments.
Highly detail-oriented and professional Assistant Branch Manager-Operations successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
14
14
years of professional experience
13
13
Professional
9
9
Leadership and Management
6
6
Medallion Signature Certified
4
4
Notary Public
1
1
Small Business Owner
Work History
Small Business Owner
Edelon De Leon DBA Click2Notarize
08.2025 - Current
- Managed daily operations for a successful small business, ensuring efficient processes and quality services.
- Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
- Promoted business via social media to generate leads and maximize brand identity.
- Enhanced company reputation by consistently delivering exceptional service quality to customers.
- Advertised products and services online, social media and through traditional campaigns to target ideal consumers.
- Created financial plans and budgets to optimize resources, track expenses, and ensure profitability.
Assistant Branch Manager-Operations
J.P. Morgan Chase & Co.
05.2019 - Current
- Conducted performance evaluations, providing constructive feedback, coaching, and mentoring to drive career growth.
- Developed and facilitated training programs for new hires, ensuring smooth onboarding and consistent service quality.
- Managed daily branch operations, including staff scheduling, customer service, and financial transactions.
- Implemented compliance protocols and adhered to regulatory requirements to safeguard operations.
- Streamlined processes to reduce wait times, improve service delivery, and enhance branch efficiency.
- Strengthened internal controls, significantly reducing fraud and financial malfeasance.
- Championed workflow improvements while maintaining high-quality standards across all functions.
- Improved customer satisfaction through prompt issue resolution and proactive communication.
- Cultivated strong client relationships by tailoring services to individual needs and promoting cross-selling opportunities.
- Spearheaded branch initiatives for growth in sales, loans, and services, resulting in increased revenue.
- Coordinated community outreach programs to boost brand visibility and foster goodwill.
- Developed marketing strategies that increased foot traffic and drove new account openings.
- Created performance reports to track outcomes and inform strategic decisions.
- Promoted a positive work environment through employee engagement activities and open communication.
- Established a culture of teamwork, accountability, and operational excellence.
- Managed branch operations, reducing average wait times by 42% and increasing satisfaction scores by 14 points.
- Introduced onboarding guide, cutting training completion time from 3 weeks to 10 days.
- Achieved #1 District Ranking for Operational Excellence (2023–2025), outperforming 12 peer branches.
Personal Banker - Manager on Duty
J.P. Morgan Chase & Co.
06.2016 - 04.2019
- Focused on sales and servicing customers to help by discovering financial needs, helping with problem resolutions and processing transactions when needed.
- Focused on resolving customer service issues, opening new accounts, convenience services and helping the branch meet sales objectives contributing to the success of the firm.
- Assisting customers by handling teller transactions accurately and efficiently during peak service times.
- Partnering with the branch team and specialists to ensure our customers get access to experts who can help them with specialized financial needs.
- Handles and manage customer feedback and complaints.
- Managed approximately 30 incoming calls, emails and faxes per day from customers.
- Leveraging Client Central to access customer leads in generating sales and follow ups with clients. Go over with the Branch Manager Plan for the Day, target number of calls for the day, conveniences, credit cards, new accounts, investment referrals etc.
Personal Banker
J.P. Morgan Chase & Co.
06.2014 - 06.2016
- Focused on sales and servicing customers to help by discovering financial needs, helping with problem resolutions and processing transactions when needed.
- Focused on resolving customer service issues, opening new accounts, convenience services and helping the branch meet sales objectives contributing to the success of the firm.
- Assisting customers by handling teller transactions accurately and efficiently during peak service times.
- Partnering with the branch team and specialists to ensure our customers get access to experts who can help them with specialized financial needs.
- Managed approximately 30 incoming calls, emails and faxes per day from customers.
Teller
J.P. Morgan Chase & Co.
05.2012 - 06.2014
- Handle customer transactions and provide excellent customer service.
- This includes processing deposits, withdrawals, and loan payments, as well as assisting with account inquiries and resolving issues.
- Promote bank products and services, maintain cash drawers, and adhere to security and regulatory guidelines.
- Managed approximately 40 in customer referrals to bankers for sales, conveniences, credit cards etc. 20 incoming calls, emails and faxes per day from customers.
Timeline
Small Business Owner
Edelon De Leon DBA Click2Notarize
08.2025 - Current
Assistant Branch Manager-Operations
J.P. Morgan Chase & Co.
05.2019 - Current
Personal Banker - Manager on Duty
J.P. Morgan Chase & Co.
06.2016 - 04.2019
Personal Banker
J.P. Morgan Chase & Co.
06.2014 - 06.2016
Teller
J.P. Morgan Chase & Co.
05.2012 - 06.2014
Bachelor of Science - Marketing
Philippine School of Business Administration
03.2003 - 03.2006
Skills
- Operational Precision - Benefits planning, timeline mapping, compliance, and risk management
- Leadership & Advocacy – Empathetic, values-driven guidance; staff development; disability-aware workplace strategies
- Client & Stakeholder Engagement - Building trust, managing relationships, and driving customer success
- Creative Branding & Storytelling – Portfolio design, campaign messaging, and digital service innovation
- Technical Proficiency – Excel, Power BI, CRM tools, Teller Express, Customer Assist, BlackBerry Work/Access
- Communication Mastery - Strategic writing, persuasive messaging, and adaptable presentation styles
Software
CRM & Collaboration Tools - Salesforce and Microsoft Teams
ERP & Procurement Systems - SAP and Ariba
Data Visualization & Analytics - Power BI and Tableau
Document & Productivity Suites - Adobe Acrobat, Microsoft Office (Word, Excel, PowerPoint, Outlook)
Audit & Compliance Tools - Audit Tracker Planner, Branch Dashboard, Internal Controls Self Check, Merchandising Guide, Chase Answers, fraud and regulatory reporting platforms
Secure Mobile Access - BlackBerry Work and BlackBerry Access
Portfolio
Branch Operations Workflow Checklist
Customer Satisfaction & Efficiency Dashboard
New Hire Onboarding Guide
Fraud Reduction Through Internal Controls
Community Banking Outreach Flyer
Accomplishments
- # 7 National Ranking - Peer 2 Achievers (2023) Demonstrated competitive performance at the national level, driving measurable business outcomes.
- # 2 Regional Ranking Branch Overall Satisfaction (2024) Recognized for delivering exceptional customer service and stakeholder satisfaction across regional branches.
- #1 District Ranking – Operational Excellence (2023–2025) Consistently led teams to achieve superior efficiency, compliance, and process improvement. Highlighted leadership in risk management and internal controls.
- Perfect Branch Reviews (2023 - 2025) Maintained flawless customer and compliance reviews for three consecutive years. Reinforced strong conduct standards and compliance excellence.
Education
Bachelor of Science - Marketing
Philippine School of Business Administration
Quezon City, Philippines 03.2003 - 03.2006
Certification
- E-Notary Public | 01DE0039312 | Jul 10, 2025 - Jul 10, 2029
- Notary Public | 01DE6427721 | Jan 03, 2022 - Jan 03, 2026
- Medallion Signature Certified (2019 - present)
Affiliations
- National Notary Association 2022 - present
- Edelon De Leon DBA Click2Notarize - Small Business Owner
- PRIDE Member - Company Business Resource Group
Languages
English
Full Professional
Spanish
Limited Working
Interests
Team Sports
Entertainment
DIY and Home Improvement
Travel
Design and Build Websites
Interior Design
Arts and Crafts
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
True excellence is achieved when business results drive growth, customer trust shapes every interaction, teamwork and leadership inspire progress, and risk, controls, and conduct safeguard integrity — together forming the foundation of lasting impact.