Dhara Shah
Irving,TX
Summary
Motivated and highly skilled licensed Private Client Banker with over 17 years of experience in banking, wealth management, mortgage, and business. Demonstrate the ability to make personal connections, engage, and assist clients by actively listening and communicating with diverse clientele. Enhances team performance and maximizes customer satisfaction through strategic call management and process improvements.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Licensed Private Client Banker
JP Morgan Chase Bank NA
03.2008 - Current
- Sales and Relationship Management: Analyzing client’s needs and financial complexity to determine the best financial plan and offer Retirement Planning, Education Planning and Wealth Management and Planning.
- Collaborating and working closely with Specialists like Financial Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
- Working with affluent clients and being Proactive to follow up with clients to find ways to help them achieve long term financial stability.
- Establishing rapport with clients and managing assigned customers and proactively meeting with them in person and over the phone to build lasting relationships, discover financial needs and tailor product and service recommendations.
- Actively managing Client’s banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs
- Coaching and Training: Provide leadership and direction for sales, operational practices and systems in the banking center
- Research and answer queries about policies and procedures
- Provide one on one coaching to employees to help them succeed in their current roles
- Arrange staff meetings and morning huddles to ensure the staff is aware of new policy changes and enhancements.
- Help manage a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Personal Banker
Fifth Third Bank
10.2007 - 03.2008
Customer Service Manager
Fifth Third Bank
10.2006 - 09.2007
Branch Supervisor
TCF National Bank
08.2005 - 10.2006
Education
B.COM - Accounting
Bhavan’s College, University Of Mumbai
Skills
- Customer service
- Client acquisition
- Relationship management
- Wealth management
- Prioritization and Scheduling
- Team collaboration
- Speak Multiple Languages
Certification
- FINRA Series 6, 11/01/10
- FINRA Series 63, 11/01/10
- Life Insurance, 11/01/10
Languages
English
Full Professional
Hindi
Full Professional
Gujarati
Professional Working
Marathi
Limited Working
Interests
- Mindfulness Practices
- Gym Workouts
Timeline
Licensed Private Client Banker
JP Morgan Chase Bank NA
03.2008 - Current
Personal Banker
Fifth Third Bank
10.2007 - 03.2008
Customer Service Manager
Fifth Third Bank
10.2006 - 09.2007
Branch Supervisor
TCF National Bank
08.2005 - 10.2006
B.COM - Accounting
Bhavan’s College, University Of Mumbai
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