Summary
Overview
Work History
Education
Skills
Timeline
Generic

Braedi Huneck

Fort wayne,IN

Summary

Dynamic professional with a proven track record at JPMorgan Chase, excelling in relationship building and portfolio management. Leveraged creative thinking and customer service orientation to exceed sales goals and foster client trust. As a Health and Wellness Coach, transformed lives through personalized coaching and progress monitoring, demonstrating exceptional motivational skills.

Overview

10
10
years of professional experience

Work History

Licensed Relationship Banker

JPMorgan Chase
12.2019 - Current
  • Develop and maintain customer relationship, providing personalized service to meet their financial needs
  • Identify needs through intentional conversation that builds trust and works to tailor specific solutions for the clients
  • Cross sell bank products by actively engaging partners in wealth management, business banking and home lending
  • Actively engage my book of business to maintain and build deeper relationships
  • Maintain high level of customer service by promptly responding to requests or complaints
  • Ensure compliance and regulations
  • Participate in community and volunteer work to promote the firm
  • Stay up to date on all products and services
  • Culture and Wellness Champion
  • Consistently meet and exceed sales goals

Health and Wellness Coach

Self-employeed
04.2015 - 12.2020
  • Organized and led classes for interested clients, providing tips and advice for lifestyle changes and healthy living.
  • Maintained client records for future use and for reference by other healthcare providers.
  • Understood client limitations based on medication or physical disabilities while building exercise plans.
  • Tailored specific exercises and health plans to clients with physical and mental disabilities.
  • Strived to eliminate high-risk behavior through education, diet, exercise, stress reduction and clean living for clients.
  • Conducted initial interviews with clients to find measured baseline for BMI, cardio tolerance, and strength.
  • Built strong relationships with members to promote health, wellness and available services.


Education

No Degree - Communications

IPFW
Fort Wayne, IN

Skills

  • Relationship building and management
  • Employee motivation
  • Portfolio management
  • Creative thinking
  • Customer Service-oriented
  • Exercise planning
  • Personalized coaching
  • Progress monitoring

Timeline

Licensed Relationship Banker

JPMorgan Chase
12.2019 - Current

Health and Wellness Coach

Self-employeed
04.2015 - 12.2020

No Degree - Communications

IPFW

Similar Profiles

CREATE PROFILE
Braedi Huneck