Edgar F. Camargo
Plano,TX
Summary
Accomplished Chase Private Client Banker and Virtual Banker, adept in wealth management and relationship building. Recognized for top performance, excelling in portfolio management and consistently surpassing sales goals. Proven track record in asset allocation and fostering client relationships, contributing to substantial growth in Net New Money for Chase Bank. I have garnered continuous leadership growth and aim for a connected and effective team.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Chase Private Client Banker
Chase Bank
Dallas, TX
12.2024 - Current
- Help clients with opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Assist clients with estate planning and wealth management services, ensuring financial security.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Portfolio management
Virtual Banker III
Chase Bank
Plano, TX
06.2023 - 12.2024
- Discussed financial opportunities and aided clients in getting in contact with specialists that fit clients' specific needs.
- Achieved Top Banker in the second quarter of 2024, and continued to produce high referrals toward Wealth Management.
- Worked with a team of Home Lending Advisors in bringing net new money to the firm from clients who were obtaining a mortgage.
- Achieved or exceeded personal sales goals on consistent basis.
- Portfolio management for multitudes of households, ranging from 300 to 250 at a time within a 6-month period.
Virtual Banker I
Chase Bank
Plano, TX
07.2022 - 06.2023
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Educated clients about various banking products available at the institution.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Education
High School Diploma -
Lewisville High School
Lewisville, TX05-2020
Skills
- Portfolio management
- Wealth management
- Asset allocation
- Financial planning
- Relationship building and management
- Banking
Certification
- SIE
- Series 6
- Series 63
- Life insurance
Languages
English
Native/ Bilingual
Accomplishments
- From the start of my Banking career I have excelled performance goals and remained consistent with customer satisfaction.
- I was Manager On Duty(MOD) Whilst in my Virtual Banking Role after 3 months from start date.
- Promoted to Virtual Banker 3 within the first year of being a Virtual Banker 1.
- Was Recognized for helping each and every new hire, and making sure they are prepared before production.
Timeline
Chase Private Client Banker
Chase Bank
12.2024 - Current
Virtual Banker III
Chase Bank
06.2023 - 12.2024
Virtual Banker I
Chase Bank
07.2022 - 06.2023
High School Diploma -
Lewisville High School