BRIAN LUNA
Overview
10
10
years of professional experience
1
1
Certification
Work History
Client Experience Specialist
JPMorgan Private Client
Palo Alto, CA
07.2023 - Current
- Managed relationships with high-net-worth individuals in order to build trust and loyalty towards the bank's brand.
- Attended weekly meetings with senior management team members to discuss current issues or initiatives related to private banking business activities.
- Conducted comprehensive financial needs assessments to offer tailored banking products and services.
Preferred Banker Associate
First Republic Bank
Palo Alto, CA
03.2022 - 07.2023
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients.
Banker, Private Client Banker
JPMorgan Chase
San Leandro, CA
11.2020 - 03.2022
- Understands and evaluates internal and external customer needs, processes, and functions to make informed decisions that will lead to achieving goals
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability
Certified Financial Specialist
Patelco Credit Union
San Leandro, CA
12.2016 - 11.2020
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals
- Cultivated and expanded financial planning relationships with customers through loyal and dedicated service.
Personal Banker
Wells Fargo
Hayward, CA
01.2015 - 06.2016
Education
Chabot College Hayward
Skills
- Financial Services
- Business/ Relationship Development
- Verbal/Written Communication
- Analytical and Problem-Solving skills
- Critical Thinking
- Client Service-Oriented
Languages
Spanish
Native/ Bilingual
Certification
- Certified Credit Union Financial Counselor (CCUFC)
- National Mortgage Licensing System(NMLS)
- California Life Insurance
- Securities Industry Exchange (SIE)
- Series 6
- Series 63
Timeline
Client Experience Specialist
JPMorgan Private Client
07.2023 - Current
Preferred Banker Associate
First Republic Bank
03.2022 - 07.2023
Banker, Private Client Banker
JPMorgan Chase
11.2020 - 03.2022
Certified Financial Specialist
Patelco Credit Union
12.2016 - 11.2020
Personal Banker
Wells Fargo
01.2015 - 06.2016
Chabot College Hayward
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