Jaret N

Licensed Relationship Banker

JPMorgan Chase & Co. • Tiempo completo

Jan 2024 - Aug 2024 • 7 mos

● Delivered tailored banking solutions across Chase’s full suite of deposit and lending products, including personal and business checking, savings, CDs, credit cards, auto loans, and self-directed investment accounts. ● Conducted structured financial needs assessments to align clients with appropriate account structures, deposit strategies, treasury features, and long-term financial solutions. ● Generated cross-functional referrals to Private Client Advisors, Home Lending Advisors, Business Development Center, and Business Relationship Bankers to support integrated financial planning and strengthen client relationships. ● Supported portfolio growth through client engagement, digital banking tools, account optimization, and personalized product recommendations. ● Ensured high standards of compliance and operational accuracy by adhering to KYC/AML regulations, procedure fidelity, and documentation protocols. ● Leveraged Salesforce CRM to track pipeline activity, document client interactions, manage appointments, and support strong conversions and outreach. ● Achieved successful licensure (SIE, Series 6, and state insurance) and demonstrated competency within the scope of the role. Series 7 not applicable to position responsibilities. ● Partnering with branch leadership and financial specialists to drive client satisfaction, increase service penetration, and support business goals within a high-volume retail banking environment.