chase private client banker resume example with 6+ years of experience
Jessica Claire
- , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
- (555) 432-1000
- resumesample@example.com
- :
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing communication skills, in-depth product knowledge, and hands-on customer service abilities. Highly motivated employee with desire to take on new challenges while utilizing my strong work ethic, adaptability and exceptional interpersonal skills.
Skills
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Experience
Chase Private Client Banker, 08/2021 to Current
J.P. Morgan Chase Bank – City, STATE,
J.P. Morgan Chase Bank – City, STATE,
- Identified financial needs of customers and presented appropriate product and service options.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Complied with security procedures and protocols when opening and closing bank vault.
- Suggested tactics to improve banking functions and products.
Registered Representative, 08/2018 to 04/2021
New York Life & NYLIFE Securities – City, STATE,
New York Life & NYLIFE Securities – City, STATE,
- Provided information about organization's financial products and services to clients.
- Developed and deepened existing client relationships to grow book of business
- Mentored and supported clients with market insights as they worked towards retirement and investment goals.
- Established and maintained relationships with other financial professionals, accountants and attorneys.
- Introduced clients to various investment strategies based on financial goals and risk tolerance.
- Met and collaborated with clients to ascertain potential investments and available assets.
- Partnered with cross-functional internal teams to create unsurpassed customer experience and meet clients' investment needs.
- Answered questions and resolved concerns for customer support.
- Demonstrated exceptional service skills by going above and beyond to satisfy customers on phone and in person.
- Established relationships with existing customers to promote new product or service opportunities.
- Built relationships, earning client trust through listening to drive sales.
- Utilized broad knowledge to recommend solutions to potential customers.
- Conducted outreach calls, promoting brand and encouraging purchases.
Career Resource Specialist, 06/2016 to 12/2017
Work Opportunities Unlimited – City, STATE,
Work Opportunities Unlimited – City, STATE,
- Engaged in conversation with clients to understand needs, resolve issues and answer questions.
- Stayed informed of current wage trends and job coaching techniques to optimize job placement opportunities.
- Supported participants to assist with volunteer opportunities
- Reviewed intake, service plan and supported documentation to assist participants.
- Worked with individuals to complete application documents for relevant vocations.
- Worked with staff to develop, monitor and resolve skills training or vocational issues.
- Maintained comprehensive database and file systems of supporting document, test scores and history information.
- Integrated current job search knowledge and technologies into training and manuals.
- Counseled individuals to help overcome personal, social or behavioral problems affecting educational or vocational situations.
- Established contacts with employers to create internship and employment opportunities for students.
- Maintained accurate and complete student records required by laws, district policies and administrative regulations.
- Instructed individuals in job search and application strategies, resume writing and interview skills.
- Planned and promoted career and employment-related programs and events, fully coordinating job fairs and career workshops.
- Interviewed clients to obtain information about employment history, educational background and career goals, identifying barriers to employment.
- Guided clients in learning to complete job tasks to develop motivation and skills.
- Implemented strategies to foster client's abilities, increasing independence across settings.
- Assisted participants in achieving highest level of independent functioning while receiving services.
- Mentored program participants by answering questions and directing throughout work shift.
Education and Training
Bachelor of Science: Business Marketing, Expected in 12/2017 Plymouth State University - Plymouth, NH
Accomplishments
- Promoted from Relationship Banker to Private Client Banker, in less than 6-months.
- Led team to achieve Effective Audit, earning recognition from upper management.
- Consistently maintained high customer satisfaction ratings.
- President's List at Plymouth State graduating with a 3.70+ GPA
- 1st Place in The Common Man Apprentice Program
Certifications
- Licensed SIE - 2021
- Licensed Series 6 - 2021
- Licensed Series 63 - 2021
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Resume Overview
School Attended
- Plymouth State University
Job Titles Held:
- Chase Private Client Banker
- Registered Representative
- Career Resource Specialist
Degrees
- Bachelor of Science
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