Benjamin LeFave
Summary
A highly motivated financial professional seeking to make an impact in the finance industry, driven by ambition and a deep passion for financial markets and innovation. With proficiency in trading strategies, enthusiasm for emerging technologies, and an expanding understanding of financial markets, all combined with a solid foundation in banking, I have developed an eagerness to contribute and grow within the financial technology space.
Overview
2
2
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
04.2023 - Current
- Utilize CRM tool to manage a book of 400 clients.
- Analyze clients' financial positions and identify and carry out the most appropriate financial strategy.
- Manage escalated phone calls by applying conflict resolution skills and extensive knowledge of policies, products, and services.
- Generate reports and analysis of customer data to identify trends and potential business opportunities.
- Utilize reporting systems to manage sales goals and consistently increase production.
Associate Banker
JPMorgan Chase
11.2021 - 04.2023
- Utilized CRM tool to manage book of 75 clients.
- Served as primary point of contact for customers, providing assistance with account openings, maintenance, and transactions.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Educated customers on features and benefits of online banking products and services.
Education
Bachelor of Science - Finance - Wealth Management And Estate Planning
Perdue University Global
Online01.2026
Skills
- Relationship Building and Management
- CRM Systems
- Sales Proficiency
- Introductory knowledge of Excell
- Basic understanding of financial reports and statements
- Obtained the SIE, Series 6, and Series 63 licenses
Timeline
Relationship Banker
JPMorgan Chase
04.2023 - Current
Associate Banker
JPMorgan Chase
11.2021 - 04.2023
Bachelor of Science - Finance - Wealth Management And Estate Planning
Perdue University Global
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