ARIEL DURAN
Brooklyn
Summary
Client-focused sales professional transitioning from private banking to fintech. Experienced in managing high-value relationships, uncovering growth opportunities, and closing multi-product deals. Skilled in leveraging Salesforce and data insights to drive revenue, enhance user engagement, and deliver tech-driven financial solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Private Client Banker
Chase Bank
04.2023 - Current
- Manage a $58M portfolio of high-net-worth clients, delivering customized financial solutions that drive both retention and revenue growth.
- Generated $5M in new assets within one year by identifying external opportunities, cross-selling investment products, and deepening client engagement.
- Consistently exceed sales goals by closing investment deals, credit lines, and card products through a consultative, needs-based approach.
- Utilize Salesforce CRM to analyze client data, track pipeline performance, and convert insights into actionable sales strategies.
CUSTOMER SUPPORT LEAD
Convene
06.2022 - 12.2022
- Quickly assess the goals and priorities of new clients, and nurture existing relationships by anticipating needs and communicating reliability
- Collaborate with sales, events, and audio/visual teams to improve internal communication and overall customer satisfaction
- Managed communication with 50+ customers per event, often coordinating multiple events simultaneously to ensure smooth execution and client satisfaction.
LOAN OFFICER
Small Business Administration
10.2020 - 05.2022
- Reviewed all pertinent facts needed to make loan eligibility determinations, such as the nature and cause of damage, intended use of proceeds, and legislative and administrative loan limits
- Ensured loan files contained all necessary documentation of applicant conversations, written recommendations, or justifications for conclusions
- Processed loan modifications by performing advanced and extensive audits for discrepancies and preparing full documentation to support the analysis
- Processed loans on web-based computer systems including Salesforce, Rapid and Dynamics
Education
Bachelor of Science - Marketing
YORK COLLEGE
Queens, NY05-2020
Skills
- Cash management
- Client acquisition
- Relationship management
- Financial services
Certification
- Financial Industry Regulatory Authority (FINRA)
- Securities Industry Essentials (SIE), Series 6 & Series 63
Languages
Spanish
Native or Bilingual
Timeline
Private Client Banker
Chase Bank
04.2023 - Current
CUSTOMER SUPPORT LEAD
Convene
06.2022 - 12.2022
LOAN OFFICER
Small Business Administration
10.2020 - 05.2022
Bachelor of Science - Marketing
YORK COLLEGE