Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Awards
Organizations
Affiliations
Certification
References
Timeline
Generic

Andrew Stahl

Willis,TX

Summary

Results-oriented professional experienced in handling customer needs. Skilled at maximizing client satisfaction and company profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
Conroe, TX
10.2022 - Current
  • Specialized in high-net-worth clients and in bringing in assets from outside the firm in the form of deposits and investment balances.
  • Uncovered the needs of clients by understanding what is important to them financially, and referring them to partners in wealth management, business banking, and home lending.
  • Managed a book of business made up of $35 million in deposits and investments. My goal was to maintain those relationships while showing the client the value in bringing more assets to Chase and making us their primary bank.
  • Worked closely with the Associate Bankers in training and development.

Sales Estimator

TML Home Improvement
Conroe, TX
06.2022 - 09.2022
  • Listened to customer needs to identify and recommend best products and services.
  • Conducted market research to identify selling possibilities and evaluate customer needs.
  • Used company software to design remodeling projects with 3D renderings, and estimate the cost of goods and labor.
  • Verified accuracy of all invoices, purchase orders, and contracts prior to submission.
  • Worked alongside the project manager once the bid was signed to ensure the quality of the project to completion.

Financial Advisor

Edward Jones
Willis, USA
07.2019 - 02.2020
  • I built client relationships through multiple prospecting methods which included face to face residential, business cold calls, networking, seminars, and social media
  • I built plans for clients based on their long term goals and gave them peace of mind
  • An understanding of many financial tools and products were needed in addition to the four months of training I received

Remarketing Account Manager

Enterprise Rent-A-Car
Spring, USA
05.2014 - 03.2019
  • Promoted 4 times in 5 years: Management Trainee, Assistant Branch Manger, Branch Manager, Remarketing Account Manager.
  • Our department was responsible for wholesaling retired rental cars to dealerships. I worked directly with used car managers, new cars managers, GSMs and GMs.
  • Visited 40 dealerships in the Houston area from Kingwood to Webster on a weekly basis.
  • I was the number one producer in Houston for all four quarters in 2017 which had never been done before.

Education

Bachelors - General Business

Sam Houston State University
Huntsville, TX
12.2014

Skills

  • Client relationship management
  • Financial analysis
  • Wealth management
  • Investment strategies
  • Regulatory compliance
  • Interpersonal skills
  • Phone sales
  • Time management
  • Training and development
  • Team building
  • Problem solving
  • Conflict resolution

Hobbies and Interests

Brazilian Jiu Jitsu

Awards

2017 Fiscal Year Enterprise Champions Award, I finished first place in my department for the greater Houston area all 4 quarters of the year.

Organizations

  • Montgomery County Chamber of Commerce
  • Conroe Noon Lion's Club

Affiliations

  • Brazilian Jiu Jitsu since 2018

Certification

  • Series 7
  • Series 66
  • Life and Health

References

References available upon request.

Timeline

Private Client Banker

JPMorgan Chase
10.2022 - Current

Sales Estimator

TML Home Improvement
06.2022 - 09.2022

Financial Advisor

Edward Jones
07.2019 - 02.2020

Remarketing Account Manager

Enterprise Rent-A-Car
05.2014 - 03.2019

Bachelors - General Business

Sam Houston State University

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