Amanda Youngblood
Lindale,TX
Summary
Ambitious Private Client Banker with proven track record for success seeking a professional position in the investment industry. Excels at building strong and valuable relationships with clients and partners. Has extensive knowledge of banking industry with 15 years for experience.
Overview
14
14
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
03.2023 - Current
- National Achiever and Top Banker in the market
- Build Strong Relationships with affluent clients and business owners
- Identify client's needs and goals through goals based analysis
- Advise on a wide array of banking products and services
- Actively refer clients to business partners
Sr. Home Lending Advisor
JPMorgan Chase
12.2021 - 03.2023
- Communicate with clients to identify needs and goals
- Advise on lending options
- Process loan applications efficiently
- Review customer financial statements and tax returns
Private Client Banker
JPMorgan Chase
10.2009 - 12.2021
Skills
Exceptional phone etiquette
Confident and poised in interactions with clients
Sensitive, caring, and professional attitude towards customers and staff
Strong organizational and interpersonal skills
Highly trustworthy and ethical
Strong team player
License Held
Series 6
Series 63
Life
Timeline
Private Client Banker
JPMorgan Chase
03.2023 - Current
Sr. Home Lending Advisor
JPMorgan Chase
12.2021 - 03.2023
Private Client Banker
JPMorgan Chase
10.2009 - 12.2021