Dynamic Relationship Banker with JPMorgan Chase, adept at building and managing client relationships. Successfully maintained a portfolio of over 200 clients, driving sales through personalized service and strategic referrals. Leveraging my Series 6 and Life Insurance licenses, I excel in delivering tailored financial solutions while ensuring exceptional customer satisfaction.
I had a book of business of over 200 customer's I would call daily.
I also would open personal/ business accounts, sign customer's up for online services and refer customers to the mortgage officer or financial advisor due to me having my Series 6 license and Life Insurance License.
I was at the top of my division in conveniences for that last year or so.