BRITTANY POTTORFF
Temecula
Summary
Professional banking specialist with over 10 years of experience in finance industry. With comprehensive experience in managing high-net-worth client portfolios and delivering tailored financial solutions. Strong focus on team collaboration, achieving measurable results, and adapting to changing needs. Expertise in relationship management, financial planning, and risk assessment, underpinned by exceptional communication and problem-solving skills. Known for reliability, integrity, and client-centric approach.
Overview
14
14
years of professional experience
Work History
Private Client Banker/Manager/Business Specialist
JPMORGAN CHASE
Temecula, CA
06.2018 - Current
- Private & Business Banking Services
- Wealth Management & Advisory Support
- Credit Analysis & Loan Structuring (Consumer & Commercial)
- Treasury & Cash Management Solutions
- Deposit Growth & Portfolio Management
- Financial Statement Analysis
- Risk Assessment & Credit Risk Mitigation
- KYC / AML / BSA Compliance
- Regulatory Compliance (FDIC, FINRA, SEC awareness)
- High-Net-Worth (HNW) & Mass Affluent Client Management
- Consultative Sales & Needs-Based Financial Solutions
- Relationship Deepening & Retention Strategies
- Cross-Selling Banking, Lending & Investment Products
- Business Development & Prospecting
- Client Onboarding & Lifecycle Management
- Trust & Estate Planning Collaboration
- Referral Generation (Internal & External)
- Team Leadership & Coaching
- Sales Strategy & Goal Achievement
- Talent Development & Training
- Branch / Portfolio Management
- Process Improvement & Operational Excellence
- Conflict Resolution & Client Escalation Management
- Series 6 / 63 / SIE
- NMLS Licensed
- Master's Degree
- Notary Services
Banker/ Supervisor
Wells Fargo
Encinitas, CA
09.2016 - 06.2018
- Engaged customers and prospects using questions to discover financial needs.
- Assisted in community awareness events to increase bank outreach and foster new business relationships.
- Initiated quality financial wellness conversations to add value to customers relationships.
- Supported branch in achieving individual and team goals while acting in customer’s best interest.
Insurance Broker
Ken May Insurance
Carlsbad, CA
04.2015 - 09.2016
- Sought out new clients and developing clientele by networking and generating lists of prospective clients.
- Followed up with clients to determine satisfaction with received services.
- Presented supplemental insurance information to business owners, employees, and individuals.
Manager
Target
Vista, CA
01.2012 - 01.2015
- Assigned, prioritized and delegated tasks and responsibility to departmental employees.
- Accomplished financial objectives by forecasting requirements and initiating corrective actions.
- Coached and motivated team, driving sales and delivering exceptional customer service.
- Collaborated with staff to develop and carry out processes, resulting in improved performance.
- Established strategic goals by gathering pertinent business and operations information.
Education
Master Of Arts (M.A.) - Global Community Engagement-Advancing DEI Candidate
University of Denver
Denver, CO05.2024
Bachelor Of Arts (B.A.) - Criminology and Justice Studies
California State University- San Marcos
San Marcos, CA05.2014
Skills
- Courteous with Strong Service Mindset
- Customer Account Management
- Account Performance Reviews
- Understanding Customer Needs
- Sensitivity Analysis
- Client Relationships
- Customer Data Confidentiality
- Responding to Difficult Customers
- Financial Plan Development
- Customer Retention Strategies
- Calm and Professional Under Pressure
- Issue and Complaint Resolution
- Client Recruiting and Retention
- Efficient and Detail-Oriented
- Data Entry and Maintenance
- Upbeat and Positive Personality
- Call Documentation
- Portfolio Management
- Investment Opportunity Identification
- Building Customer Trust and Loyalty
- Educating Clients
- Upselling Products and Services
- Microsoft Excel
- Client Development
- Staff Support
Timeline
Private Client Banker/Manager/Business Specialist
JPMORGAN CHASE
06.2018 - Current
Banker/ Supervisor
Wells Fargo
09.2016 - 06.2018
Insurance Broker
Ken May Insurance
04.2015 - 09.2016
Manager
Target
01.2012 - 01.2015
Bachelor Of Arts (B.A.) - Criminology and Justice Studies
California State University- San Marcos
Master Of Arts (M.A.) - Global Community Engagement-Advancing DEI Candidate
University of Denver