Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Achievements
Languages
Timeline
Generic

Aayushi Patel

Queens

Summary

Experienced banker with a proven track record of delivering financial solutions to high-profile clients. Skilled in recognizing investment and lending opportunities, leading to successful deal closures. Strong ability to cultivate relationships and work collaboratively with partners to achieve business growth and client goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Banker

JP Morgan & Chase
08.2022 - Current
  • Identifying business opportunities which includes Investment and Lending.
  • Managed to close 4 FTIs each month.
  • Tailored investment advice to align with clients' financial goals, fostering long-term growth.
  • Literate clients on banking products and financial services.
  • Provide solutions to everyday banking.
  • Optimized client portfolio management, leading to better financial health for clients.
  • Proven sales track record.

Associate Banker

JP Morgan & Chase
04.2021 - 07.2022
  • Assisting customers with processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions.
  • Tracking, recording, reporting, and storing information related to transactions, bank supplies, and customers, ensuring all information is accurate and complete.
  • Handling currency, transactions, and confidential information in a responsible manner.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.


Education

BA - Finance

Oregon State University
01.2026

Associate of Science - Business Administration

LaGuardia Community College
01.2019

Skills

  • Interpersonal Communication
  • Verbal and written communication
  • Critical thinking
  • Sales experience
  • Client relationship management
  • Self motivation

Websites

Accomplishments

On track National Achievers

Certification

  • SIE
  • Finra series 6 & 63
  • New York Life

Achievements

On track National Achiever

Languages

Hindi
Gujarati

Timeline

Relationship Banker

JP Morgan & Chase
08.2022 - Current

Associate Banker

JP Morgan & Chase
04.2021 - 07.2022

BA - Finance

Oregon State University

Associate of Science - Business Administration

LaGuardia Community College

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