Arturo Javier (A.J.) Fentanes
Houston
Summary
Sr. V.P. Client Service Associate with over 18 years of extensive expertise in the banking industry, specializing in client acquisition and strategic planning. Demonstrates a visionary approach to managing high net worth clientele, leveraging skills in financial and retirement planning to drive portfolio growth and client satisfaction. Passionate about fostering team leadership and delivering exceptional customer service, while aspiring to innovate and enhance financial service offerings.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Sr. V.P. Client Service Associate
J.P. Morgan Private Bank
09.2022 - Current
- Lead client service initiatives, ensuring high-net-worth individuals receive tailored financial solutions
- Drive team performance and streamline processes for enhanced efficiency
- Foster strong relationships with cross-functional teams to deliver comprehensive wealth management solutions
- Facilitate seamless communication between clients and specialists
- Consistently exceed client satisfaction targets through proactive service and strategic financial planning
- Contribute to substantial growth in assets under management
- Spearhead high-value banking relationships, driving portfolio growth while ensuring client satisfaction through tailored financial solutions
- Facilitated seamless referrals to specialized partners, ensuring clients received tailored lending and investment solutions aligned with their goals
- Assumed manager on duty responsibilities, demonstrating leadership in operational oversight and swift decision-making in a dynamic banking environment
- Streamlined account opening processes, enhancing customer satisfaction and reducing wait times
- Consistently exceeded sales targets for consumer and business accounts
- Provided personalized financial guidance to diverse clientele, addressing complex banking needs and fostering long-term relationships with high-value customers
Private Client Banker
JPMorgan Chase Bank, N.A.
02.2010 - 09.2022
- Spearhead high-value banking relationships, driving portfolio growth while ensuring client satisfaction through tailored financial solutions.
- Facilitated seamless referrals to specialized partners, ensuring clients received tailored lending and investment solutions aligned with their goals.
- Assumed manager on duty responsibilities, demonstrating leadership in operational oversight and swift decision-making in a dynamic banking environment.
Personal Banker
Wells Fargo Bank
12.2006 - 02.2010
- Streamlined account opening processes, enhancing customer satisfaction and reducing wait times.
- Consistently exceeded sales targets for consumer and business accounts.
- Provided personalized financial guidance to diverse clientele, addressing complex banking needs and fostering long-term relationships with high-value customers.
Education
BBA - Marketing
Houston Baptist University
Houston, TX01.2006
Associate of Arts - General Studies
Galveston College
Galveston, TX01.2003
Skills
- Motivational leadership
- Complex problem solving
- Critical thinking
- Exceptional customer service
Certification
- SIE
- Series 6
- Series 63
- Series 66
- Series 7
Timeline
Sr. V.P. Client Service Associate
J.P. Morgan Private Bank
09.2022 - Current
Private Client Banker
JPMorgan Chase Bank, N.A.
02.2010 - 09.2022
Personal Banker
Wells Fargo Bank
12.2006 - 02.2010
Associate of Arts - General Studies
Galveston College
- SIE
- Series 6
- Series 63
- Series 66
- Series 7
BBA - Marketing
Houston Baptist University
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