Aisha B Hall
Los Angeles,CA
Summary
Professional Private Client Banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 16 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Chase Private Client Banker/Small Business Specialist
JPMorgan Chase
Los Angeles, CA
02.2006 - Current
- Cultivate and strengthen relationships with clients to become trusted advisor for consumer and business solutions.
- Offer solutions for everyday banking, building wealth, cash management, retirement and saving short and long term goals
- Work with financial partners to build book of business in areas of investments, business cash management and lending
- Process customer requests for statements, ordering additional checks and updating customer personal information in database.
- Open and service high net worth client personal and business accounts
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
Legal Assistant/Receptionist
Law Offices Of Alvin B Sherron
Los Angeles, CA
11.2005 - 02.2006
- Answered central telephone system and directed calls accordingly.
- Confirmed appointments, communicated with clients and updated client records.
- Managed multiple tasks and met time-sensitive deadlines.
- Received in-bound calls and initiated out-bound daily calls to introduce customers to products and services offered.
- Prepared various legal documents
- Organized case files
Administrative Assistant
RAW Architecture
Los Angeles, CA
10.2004 - 02.2005
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Arranged rapid office equipment repair and maintenance with vendors.
- Executed record filing system to improve document organization and management.
- Coordinated Partners meetings and appointments
- Prepared marketing packages
- Organized and maintained project files
- Answered phones and greeted clients in the office
- Responsible for ordering all office and project supplies
Education
Bachelor of Arts - Dance And Theater Arts
Howard University
Washington, DC05.1996
Skills
- Service-Oriented
- Attention to Detail
- Client Recruiting and Retention
- Investment Opportunity Identification
- Customer Referrals
- Honest and Ethical
- Client Needs Assessment
- Private client coverage
- Understanding of client business requirements
Certification
- Series 6
- Series 63
- Life insurance
- Notary (loan signing certified)
Timeline
Chase Private Client Banker/Small Business Specialist
JPMorgan Chase
02.2006 - Current
Legal Assistant/Receptionist
Law Offices Of Alvin B Sherron
11.2005 - 02.2006
Administrative Assistant
RAW Architecture
10.2004 - 02.2005
Bachelor of Arts - Dance And Theater Arts
Howard University