Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

DARIUS BROWN

Owings Mills,MD

Summary

Seeking a relationship management position with a financial institution where my leadership skills will move the mission of the organization forward, my business skills will better utilize available resources and find new avenues to increase responsible growth all while delivering world class customer service and ensuring the development of the team.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
Baltimore, MD
04.2022 - Current
  • Work with clients to support understanding of rationale and details of financial strategies while partnering with an advisor.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Meet with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans .
  • Prospect for new business through networking, community outreach and customer referral generation.

Licensed Relationship Banker

Wells Fargo
Baltimore, MD
07.2021 - Current
  • Established customer base through community outreach and strategic business partnerships.
  • Referred clientele to partners to further discuss investment products and services suitable for clients based on objectives, resources and risk profiles.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
  • Continually boosted branch production and revenue by 30% by consistently meeting all monthly and quarterly sales goals

Financial Literacy Teacher/Volunteer

The Stand Foundation
Washington DC
03.2020 - Current
  • Fostered programs that allow students to have basic understanding of financial foundational principles
  • Empowered to teach sectors of finance, along with developmental skills allowing students to take charge of their own developmental path

Personal Banker/ Business Advocate

Wells Fargo, Work Advocate Wells Fargo
Owings Mills, MD
08.2018 - 07.2021
  • Spearheaded books of business consisting of clients within various stages of business life cycle in order to properly assess needs of clients
  • Guided business acumen meetings to increase referral quality Networks to increase client base and encourage existing clients to expand financial portfolios
  • Collaborated with management to strategize sales techniques to increase branch productivity and customer service allowing household balance growth to increase by 10%
  • Performed individual financial analysis to determine appropriate loan and credit options in addition to assisting with new account openings and business deposits while building pipelines for cross-sell opportunities

Relationship Banker

Banker Bank of America
Crofton, MD
07.2017 - 08.2018
  • Proactively managed risk in every business, product and service transaction leveraging available tools
  • Worked with customers to build relationships by uncovering financial needs and recommending best products, services and solutions to meet those needs
  • Approached prospective clients through cold calling and emails to meet sales targets calling 30-40 clients daily
  • Leveraged targeted questioning strategies to discover insight on prospect needs and requirements
  • Cultivated relationships with key partners to ensure customers immediate needs were addressed and adhered to Administered and supported sales associates and cross-trained tellers to improve customer satisfaction

Teller

Bank Of America
12.2016 - 07.2017
  • Provided unique, customized solutions to individual customers and responded to customer queries
  • Produced and processed documentation on customer transactions, including large currency deposits and withdrawals, balancing ATM machines and teller cash boxes
  • Discussed convenient banking options to allow clients to bank seamlessly in addition to identifying needs to deepen clients relationship
  • Specialized in procedures for customers such as ordering new checks, stopping payments, and processing transactions

Education

General Studies

Morgan State University
Baltimore

Associate of Science - Accounting and Business Management

Community College Baltimore
Baltimore County
05.2024

Skills

  • Customer Service/Client Relations
  • Sales and Quality Assurance
  • Detail-Oriented
  • Strong Interpersonal Skills
  • Flexible and Adaptive
  • Business Loan and Cash Management Products
  • Financial Transaction Management

Certification

  • Life Insurance License
  • SIE
  • Series 7
  • Series 66

Timeline

Private Client Banker

JPMorgan Chase
04.2022 - Current

Licensed Relationship Banker

Wells Fargo
07.2021 - Current

Financial Literacy Teacher/Volunteer

The Stand Foundation
03.2020 - Current

Personal Banker/ Business Advocate

Wells Fargo, Work Advocate Wells Fargo
08.2018 - 07.2021

Relationship Banker

Banker Bank of America
07.2017 - 08.2018

Teller

Bank Of America
12.2016 - 07.2017

General Studies

Morgan State University

Associate of Science - Accounting and Business Management

Community College Baltimore

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