DAVIER GUERRA CABEZAS

MIAMI

Summary

Dynamic Private Client Banker at JPMorgan Chase with a proven track record in relationship building and client acquisition. Expert in delivering tailored financial solutions while collaborating with specialists with more than 10 years of banking experience. Recognized for exceptional customer service and effective communication, fostering trust and loyalty among high-net-worth clients. Committed to enhancing team performance and operational efficiency.

Pursuing a long term role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

years of professional experience

Work History

Private Client Banker

JPMorgan Chase

05.2015 - Current

Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty to understand financial needs and provide tailored solutions.
Collaborate with specialists (Private Client Advisors, Home Lending Advisors and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.
Actively reach out to assigned clients utilizing a proactive and disciplined approach to generate growth in their balances.

Shift Manager

Sbarro Pizza

05.2013 - 04.2015

Assisted in training new team members on operational procedures and safety protocols.
Monitored team performance to ensure adherence to company standards and policies.
Supported inventory management by tracking stock levels and coordinating restocking efforts.
Promoted a positive work environment through open communication and constructive feedback.

Education

Associate of Science - Computer Engineering

Camilo Cienfuegos

Matanzas, Cuba

07-2012

Skills

Strong team orientation with a commitment of long-term career with the firm
Relationship building and management
Excellent communication skills
Customer Service-oriented
Teamwork and collaboration

Client acquisition
Time management
Problem-solving abilities
Professionalism

Accomplishments

2024 #1 banker in South Florida North East market in First Time Investor with 50

2024 Top 10 performer banker of South Florida North East market

Languages

English

Spanish

Timeline