A highly experienced and diligent Private Client Banker who truly enjoys assisting clients achieving financial goals by effectively utilizing banking and wealth management offerings. Excelling at interfacing with team members at all levels to meet and exceed organizational goals by increasing client assets under management year over year. An effective communicator and team-builder with strong analytical, management and organizational skills.
FINRA Series 6 License
FINRA Series 63 License
CA Life Insurance Agent
NMLS ID 666927
Self motivator and high drive
Aptitude to learn with efficiency
Creative sales techniques to generate new business
Private Client BankerMar 2012 - Current Company NameCity, State
Received National Achiever Awards in 2013 and consistently ranked among top 5 producers in Oakland/ San Francisco District for total sales production for 2 consecutive years.
Accomplished investment assets growth at Lakeshore branch by 543% on year over year basis from 2012 to 2013.
Proactively forged an effective partnership with mortgage bankers, relationship managers at all levels, and commercial term lending group at Chase for generating growth in acquisition of new money through recommendations across all bank business lines; wealth management, consumer and commercial lending, business banking.
Successfully launched Chase Priority Partner program by partnering up with mortgage bankers and realtors for specifically targeting affluent clients within my book of business of Chase Private Client Platform.
Personal BankerFeb 2011 - Dec 2011 Company NameCity, State
Successfully built a book of business through effective calling for new acquisition and maximizing foot traffic of the branch.
Efficiently utilized partners available such as mortgage bankers, business bankers and financial advisors to offer a full service and offerings to existing and new clients.
Contributed to the branch's profit growth with consistent sales performance as one of the top performing personal bankers in Oakland/ San Francisco District.
Sales and Service SpecialistFeb 2009 - Oct 2010 Company NameCity, State
Ranked in top 10% tier among peer associates within the Eastshore Market of Bank of America for 2010.
Converted servicing issues to relationship building opportunity by customizing retail financial solutions to clients and contributed to profit growth of the branch by managing sales revenue and supporting tellers with product knowledge training.
Bachelor of Science: Business Management Economics2008 University of CaliforniaCity
Sub concentration on corporate accounting
Served as the President of Lambda Phi Epsilon fraternity of Santa Cruz Chapter from 2006 to 2007
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University of California
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Bachelor of Science : Business Management Economics 2008
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