Christopher Godinez
Grand Prairie,TX
Summary
Familiar with diverse banking and investment products, competent in setting up services, transferring funds and helping with complex financial transactions. Positive mindset with strong communication and problem-solving abilities, comfortable working independently or as part of a professional team.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Services Advisor
Charles Schwab
3000 Schwab Way, Westlake TX
07.2021 - Current
- Built strong relationships with financial planners, fostering trust and loyalty in assisting with their client's financial portfolios.
- Implemented proactive measures to identify potential issues and resolve them before escalation.
- Educated Planners on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Played a key role in organizing events that fostered deeper connections between the organization and its clientele base.
Relationship Banker
JPMorgan Chase Bank N.A
07.2019 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Contact 10-20 prospective clients daily through cold calling and emails to meet sales targets.
- Follow up with clients to build lasting relationships and discover additional needs and prepare proposals.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Work closely with Partners to increase referral rate to achieve new goals.
Personal Banker
JPMorgan Chase Bank N.A
12.2015 - 07.2020
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Researched and resolved customer issues with exceptional customer service.
- Consistent recognition as top sales performer in my market
Education
BBA - Finance
The University of Texas at Arlington
Arlington, TX4 2019
Skills
- Bilingual
- Financial Advising
- Prospecting Clients
- Relationship building and management
- Reviewing documents
- Risk management policies
- Sales expertise
- Self-motivated nature
- Teamwork and Collaboration
- Customer Service
- Issue and Complaint Resolution
Certification
- FINRA certified
- SERIES 6
- SERIES 63
- TX LIFE INSURANCE
Timeline
Client Services Advisor
Charles Schwab
07.2021 - Current
Relationship Banker
JPMorgan Chase Bank N.A
07.2019 - Current
Personal Banker
JPMorgan Chase Bank N.A
12.2015 - 07.2020
BBA - Finance
The University of Texas at Arlington