Ashanti Graham
West New York
Summary
Proven track record in client acquisition and relationship management, honed at Chase Bank and Wells Fargo. Excels in delivering personalized financial solutions, enhancing customer satisfaction through creative thinking and exceptional service. Demonstrates expertise in credit guidance and strategic prospecting, significantly contributing to financial goals with a customer service-oriented approach.
Overview
11
11
years of professional experience
Work History
Private Client Banker
Chase Bank
05.2020 - Current
- Delivered strong results in new account acquisition through strategic prospecting
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
Relationship Banker
Chase Bank
11.2016 - 05.2020
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Personal Banker
Wells Fargo
04.2014 - 11.2016
- Delivered strong results in new account acquisition through strategic prospecting
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
Education
Fairfield High School
Fairfield, CASolano Community College
Fairfield, CASkills
- Client acquisition
- Relationship management
- Creative thinking
- Customer Service-oriented
Timeline
Private Client Banker
Chase Bank
05.2020 - Current
Relationship Banker
Chase Bank
11.2016 - 05.2020
Personal Banker
Wells Fargo
04.2014 - 11.2016
Fairfield High School
Solano Community College