Victor H. Navarro
New York,NY
Summary
Dynamic banking professional with over 10 years of experience in private banking, wealth advisory operations, commercial banking, and corporate and investment banking (CIB). Recognized as a trusted partner to senior bankers in deal execution, client onboarding (KYC/AML), and comprehensive risk reviews across ECM, DCM, M&A, and lending sectors. Proven track record of enhancing onboarding throughput, facilitating complex transitions for advisors, and leading multi-stakeholder initiatives. Bilingual in English and Spanish, providing a significant advantage in diverse client interactions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Relationship Partner, Senior Associate
JPMorgan Chase & Co.
08.2024 - Current
- Primary point of contact for bankers; manage deal milestones and execution readiness across ECM, DCM, M&A and lending pipelines.
- Lead execution support for transactions across Equity Capital Markets, Debt Capital Markets, Mergers & Acquisitions, and Lending.
- Coordinate end-to-end deal execution, ensuring adherence to regulatory compliance and operational standards while maintaining strong relationships with senior executives and product partners.
- Serve as the primary relationship point of contact for bankers in the Real Estate sector, coordinating and closing over $14.2 billion in total transaction volume.
- Conduct regular meetings with coverage and product teams to manage deal pipelines, identify new opportunities, and proactively address potential roadblocks.
- Collaborate cross-functionally with Coverage, Product, KYC, Compliance, Operations, and Risk teams to achieve transaction milestones and resolve issues impacting deal flow and client experience.
- Drive continuous improvement by streamlining processes and implementing controls to enhance accuracy, accountability, and efficiency in deal execution.
Transition Specialist, Associate
JPMorgan Advisors
06.2022 - 08.2024
- Led onboarding of newly recruited Financial Advisors (FAs) and transitioned books of business from prior firms; integrated First Republic advisors post-acquisition.
- Helped bring >$1B in client assets to the platform by coordinating onboarding across brokerage, managed accounts, credit and deposits.
- Training resource to FAs and Client Associates on JPMA policies, systems and best practices; produced reporting on accounts/advisory/AUM.
- Implemented process improvements and managed ad hoc projects to streamline transition execution and client experience.
RBAC Business Advisor, Associate
JPMorgan Chase & Co.
04.2020 - 06.2022
- Drove role-based access (RBAC) profile design and governance; advised business executives on profile management and control remediation.
- Executed large-cycle access verifications at application/entitlement level; designed validation procedures to confirm control accuracy.
- Prioritized out-of-profile access items and coordinated remediation plans with senior leaders.
Specialist/Team Lead (Analyst), Associate
JPMorgan Private Bank
01.2017 - 04.2020
- Supported US and Latin America private banking markets; improved effectiveness of primary banking systems and product usage.
- Assigned as Team Lead to develop, train, and monitor the Chicago support team; mentor new associates.
- Managed and approved overdraft standing instructions; partnered with Process & Controls to complete remediation projects.
- Coordinated documentation for client exits and incorporated non-brokerage client-facing activities across multiple markets.
Relationship Banker
Capital One Bank
08.2015 - 12.2016
- Grew branch assets from ~$24MM to ~$53MM; achieved district-leading Net Relationship Growth and +46% P&L improvement.
- Selected for leadership team to audit due diligence/KYC; improved teller productivity with a data-driven playbook.
- Passed Branch Audit Report (BAR) with no findings.
Personal Banker/MOD/Small Business Specialist
JPMorgan Chase & Co.
01.2013 - 08.2015
- Managed a 150-household book totaling ~$20MM in deposits/investments; delivered holistic solutions with senior FAs.
- Mentored and developed associates; led initiatives that elevated customer experience metrics.
Education
B.S. - Politics, Economics & Law, Minor in Accounting & Finance
SUNY Old Westbury
Old Westbury, New YorkA.S. - Business Administration
Nassau Community College
Garden City, New YorkSkills
- Client Relationship Management
- Deal Execution Support (ECM/DCM/M&A/Lending)
- KYC/AML (Sanctions, Anti-Corruption, E&S Screening)
- Client Onboarding & Transitions
- Stakeholder Management (Coverage, Product, Compliance)
- Process Improvement & SOPs
- Identity & Access Management (RBAC)
- Data & Reporting (Excel/PowerPoint)
- Project Coordination
- Bilingual: English & Spanish
Certification
- Working knowledge of Series 7/63 landscape (not currently active)
- Open to: SIE + Series 7/66 (Wealth), CAMS (AML), CFA Level I (Investments), or FRM (Risk)
Timeline
Relationship Partner, Senior Associate
JPMorgan Chase & Co.
08.2024 - Current
Transition Specialist, Associate
JPMorgan Advisors
06.2022 - 08.2024
RBAC Business Advisor, Associate
JPMorgan Chase & Co.
04.2020 - 06.2022
Specialist/Team Lead (Analyst), Associate
JPMorgan Private Bank
01.2017 - 04.2020
Relationship Banker
Capital One Bank
08.2015 - 12.2016
Personal Banker/MOD/Small Business Specialist
JPMorgan Chase & Co.
01.2013 - 08.2015
A.S. - Business Administration
Nassau Community College
B.S. - Politics, Economics & Law, Minor in Accounting & Finance
SUNY Old Westbury