DAVE DENSON
Bethpage,NY
Summary
Dynamic Private Client Banker recognized for exceeding sales targets and enhancing client experiences through innovative financial solutions. Proven ability to lead cross-functional teams, build trust with affluent clients, and achieve consistent recognition for exceptional customer service and sales performance.
Overview
15
15
years of professional experience
Work History
First Vice President, Chase Private Client Banker
J.P. Morgan Chase Bank, N.A.
Hauppauge, USA
11.2019 - Current
- Actively managed & delivered personal financial services to the firm's high-net worth clients on a daily basis
- Collaborated with specialists across Wealth Management, Mortgage Banking, and Business Banking Divisions to enhance client experience through tailored financial solutions.
- Built & maintained trust amongst the firm's most affluent clients, which established the foundation for long-standing client relationships & referral sources
- Conducted comprehensive periodic reviews of client's financial relationships to align solutions with personal goals and drive client satisfaction.
- Recognized with National Achiever honors for 5 consecutive years for exceeding sales performance & providing exceptional customer service
- Led cross-functional teams to implement innovative banking solutions, improving client service and satisfaction.
- Analyzed market trends to inform investment strategies and business development plans.
Branch Manager, V.P.
Citibank, NA
Plainview, New York
05.2011 - 07.2019
- Achieved Citi Stars recognition for two consecutive years by ranking in the top 1% of the country.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Resolved escalated customer complaints in a timely manner.
- Oversaw compliance with banking regulations and internal policies.
- Managed staff scheduling, hiring and training processes.
- Monitored financial performance of the branch on a monthly basis.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Skills
- Wealth management
- Investment strategy
- Financial analysis
- Risk management
- Regulatory compliance
- Market analysis
- Client relationship management
- Revenue growth
- Data-driven decision making
- Customer service excellence
- Client presentations
- Effective communication
- Problem resolution
- Conflict resolution
Accomplishments
- National Sales Performance Recognition
- National Achiever Recognition
Timeline
First Vice President, Chase Private Client Banker
J.P. Morgan Chase Bank, N.A.
11.2019 - Current
Branch Manager, V.P.
Citibank, NA
05.2011 - 07.2019