Abe Reyna
Bedford,TX
Summary
Dynamic banking professional with a proven track record at JP Morgan Chase, excelling in relationship building and financial product sales. Adept at optimizing operations and enhancing client satisfaction, I leverage strong compliance management skills to drive business development and achieve sales goals, consistently delivering exceptional service to high-net-worth clients.
Overview
17
17
years of professional experience
Work History
Assistant Branch Manager
PNC Bank
01.2019 - Current
- Assisted in managing daily branch operations, ensuring compliance with policies and procedures.
- Supported customer inquiries by providing accurate product information and resolving issues efficiently.
- Coordinated staff schedules, optimizing workflow and enhancing team collaboration.
- Monitored branch performance metrics to identify areas for improvement and implement solutions.
- Developed and maintained strong customer relationships to enhance client satisfaction and loyalty.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
Private Client Banker
JP Morgan Chase
01.2009 - 12.2018
- Developed personalized financial strategies to enhance client satisfaction and retention.
- Analyzed client portfolios to optimize investment opportunities and align with risk tolerance.
- Built strong relationships with high-net-worth clients through proactive communication and service excellence.
- Collaborated with internal teams to streamline account management processes and improve service delivery.
- Provided expert guidance on banking products, ensuring alignment with client goals and needs.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
Education
Business Administration
The University of Texas At Arlington
Arlington, Texas, TXSkills
- Banking
- Operations management
- Business development
- Team development
- Compliance management
- Operational efficiency
- Account management
- Relationship building and management
- Financial product sales
- Sales expertise
Languages
Spanish
Full Professional
Timeline
Assistant Branch Manager
PNC Bank
01.2019 - Current
Private Client Banker
JP Morgan Chase
01.2009 - 12.2018
Business Administration
The University of Texas At Arlington