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Skills

  • High-Net-Worth Client Advisory
  • Client portfolio growth
  • Client relationship management
  • Business operations
  • Investment presentations
  • MS Office
  • Training program development
  • Junior banker mentorship
  • Problem resolution
  • Advanced Microsoft Excel proficiency

Work Experiences

  • Achieved an average growth of 72% annually.
  • Achieved growth over 15 quarters.
  • Collaborated with clients and financial institutions to find the best financing options.
  • Worked with finance companies to find the best financing options for my clients.
  • Coached junior bankers in relationship management.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved sustained portfolio growth for 6 consecutive years.
  • Achieved a total upsell volume increase of 76%.
  • Attracted new high-net-worth clientele.
  • Achieved top-performing banker status 18 consecutive times.

Summaries

  • Achieved growth over 18 quarters.
  • Achieved financial goals.
  • Adept at delivering tailored financial solutions.
  • Accomplished in asset allocation.
  • Adaptable Private Client Banker with a client-first mindset.
  • Accomplished Chase Private Client Banker committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in Tableau and ServiceNow.
  • Ambitious Private Client Banker with a deep knowledge of tax strategies, asset allocation, and risk mitigation techniques. Consistently exceeded sales goals by 38% and honored with Top Performer for customer satisfaction in 2015.
  • Aligned market trend analysis with targeted investment advice.
  • Achieved a 30% increase in portfolio performance over the past year.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Helmed a project to refine the customer service process, increasing client satisfaction ratings by 82% within several months.
  • Improved client experience by integrating Asana for real-time financial tracking, resulting in a 17% decrease in client churn.
  • Exceeded referral targets by 17% through comprehensive knowledge of various banking relationships, significantly enhancing client portfolios.
  • Successfully identified cross-sell opportunities within existing client portfolios, facilitating an uptick in investment product adoption by 20% for Asana.
  • Utilized strategic portfolio construction methodologies to deliver balanced and well-performing portfolios, increasing annualized returns by 19% in key client segments.
  • Delivered personalized portfolio reviews to clients leveraging market trend analysis, leading to a 83% better ROI compared to market benchmarks.
  • Achieved PMP, actively applying new wealth management practices, resulting in a 21% increase in client retention across multiple portfolio lines.
  • Enhanced analytical reporting methods, enabling better data-driven decisions which resulted in a 66% improvement in overall client financial performance.
  • Boosted client engagement with customized financial education workshops, leading to 31% increase in both client retention and product utilization.
  • Leveraged in-depth financial tools to accurately forecast market fluctuations and optimize risk mitigation strategies, mitigating potential losses by 65% during volatile periods.

Affiliations

  • Financial Services Institute (FSI)
  • Association of Mortgage Professionals (AMP)
  • International Association of Registered Financial Consultants (IARFC)
  • Private Wealth Management Association (PWMA)
  • Freemason
  • International Association of Administrative Professionals
  • American Credit Union Mortgage Association (ACUMA)
  • Institute of Management Accountants (IMA)
  • National Association of Social Workers
  • Society of Financial Service Professionals (SFSP)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Financial Risk Manager (CFRM)
  • Salesforce
  • CompTIA Network+
  • Certified Treasury Professional (CTP)
  • Portfolio Financial Analyst Program (PFA) - program
  • Certified Public Accountant (CPA)
  • Licenses in Securities, North Carolina (FINRA Licenses Series 63, 65, or 66)
  • Certified Estate Planner (CEP) - system
  • Accredited Financial Counselor (AFC)

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