Aidan Chaparro
Seattle,WA
Summary
Results-oriented licensed banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Private Client Banker
KeyBank
Seattle, WA
12.2023 - Current
- Provided comprehensive financial advice to high net worth clients.
- Conducted portfolio reviews with clients on a regular basis.
- Maintained up-to-date knowledge of the banking sector, economic trends, regulations and products available in the market.
- Facilitated account openings, transfers and closings for private banking customers.
- Assisted customers with various transactions including deposits, withdrawals, loan payments and cashier's checks.
- Developed relationships with new clients through referrals from current clients as well as cold calling prospects.
- Developed and implemented tailored wealth management strategies for clients.
Retail Intern
KeyBank
Seattle, WA
06.2022 - 12.2023
- Verified customers' identification to ensure compliance with laws and regulations.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
Education
Bachelor of Arts - Business Administration
Seattle Pacific University
Seattle, WA06-2022
Skills
- Retirement planning
- Debt management
- Asset Allocation
- Financial Planning
- Wealth Management
- Client acquisition
- Customer Service
- Prospect Calling
Certification
- SIE, Series 6. Series 63, Washington Life and Health Insurance.
- Microsoft Excel Certification.
Accomplishments
- Completed licensing on first attempt for each exam.
- Exceeded booked investment goal with $650k invested in the first quarter of 2024 as licensed banker.
Affiliations
- Balanced studies and soccer commitments while attending Seattle Pacific University.
- Enjoy camping, hiking, surfing, and all things outdoors.
References
References available upon request.
Timeline
Private Client Banker
KeyBank
12.2023 - Current
Retail Intern
KeyBank
06.2022 - 12.2023
Bachelor of Arts - Business Administration
Seattle Pacific University