Dino Jose Samson
Washington,DC
Summary
Dynamic AVP Private Client Banker with proven expertise in customer service, communication, and leadership. Skilled in time management and documentation review, effectively managing banking relationships to enhance client experiences.
Overview
12
12
years of professional experience
1
1
Certification
Work History
AVP Private Client Banker
JPMorganChase
Washington, DC
02.2022 - Current
- Share the value of Chase Private Client with clients that may be eligible.
- Lead role in KYC client onboarding and account opening.
- Actively manage banking relationship through an advice-based approach, both in person and over the phone.
- Partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs.
- Adhere to policies, procedure, and regulatory banking requirement.
- Conducted regular training sessions for staff on compliance updates and best practices in client engagement.
- Fostered relationships with high-net-worth clients, offering personalized advisory services to enhance client satisfaction.
- Mentored team members to succeed and advance within department and company.
Financial Representative
Prudential
Vienna, VA
03.2019 - 02.2022
- Create business plan and identify potential clients by interacting on phone and in person, handling basic inquires and providing quotes.
- Educate clients on various financial matters and provided recommendations based on each client's individual needs.
- Assist clients with financial planning, conduct investment research, and completing trades and transaction.
- Created and delivered educational presentations on financial products and services to clients and community groups.
- Ensured compliance with financial regulations and organizational policies during all client interactions.
Partner
Samson Capital
Leesburg, VA
06.2018 - 03.2019
- Identifiy potential clients with mailing campaigns, dinner events and collaborating with third party marketing firm.
- Establish and administer annual budget. Oversaw budget planning, accounting functions and payroll.
- Maintain up-to-date licensing, continuing educatio and administrative records. Participate in team hiring, training and performance evaluation.
Retirement Plan Representative
Mutual of America Financial Group
Linthicum Heights, MD
06.2014 - 06.2018
- Expand plan participation by effective warm calls, referrals and employer site visits.
- Conduct individual and group presentations to enhance awareness of plan features.
- Assist clients and group sponsors with needs such as account opening, deposit or transfer funds and updating KYC.
- Develop and maintain courteous relationships with plan sponsors.
- Managed plan administration tasks, including account maintenance and compliance with regulatory requirements.
Education
Bachelor of Science - Economics
Towson University
Towson, MDSkills
- Customer service
- Time management
- Computer literacy
- Leadership
- Microsoft word
- Documentation review
- Regulatory compliance
- Client onboarding
- Effective communication
- Relationship building
Certification
- Series 6
- Series 63
- Life and Health
Languages
- English
- Tagalog
Timeline
AVP Private Client Banker
JPMorganChase
02.2022 - Current
Financial Representative
Prudential
03.2019 - 02.2022
Partner
Samson Capital
06.2018 - 03.2019
Retirement Plan Representative
Mutual of America Financial Group
06.2014 - 06.2018
Bachelor of Science - Economics
Towson University