GALE A SIMPSON
Fort Wayne,IN
Summary
Results oriented and award-winning management professional with 20+ years of successful corporate based sales, business development, and management experience. Expertise in maximum profitability and growth in line with company vision and values.
Overview
17
17
years of professional experience
Work History
Wealth Management Client Associate
Merrill Lynch
04.2021 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
Private Banker, AVP
The State Bank And Trust
10.2020 - 04.2021
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Private Client Banker
JPMorgan Chase
Fort Wayne, IN
07.2018 - Current
- Actively manage private client customers banking relationships through an advice-based approach and ensure each client receives the best products and services
- Meet customers' unique needs and achieved sales targets using consultative techniques
- Cultivated trusting relationships with customers with confident and professional approach
- Approached and solved work problems with initiative and knowledge of branch operations.
Branch Manager
JPMorgan Chase
Fresno, CA
06.2007 - 07.2018
- Develop and cultivate long term business and customer relationships to ensure branch sales growth and customer retention
- Manage all aspects of branch operations, regulatory compliance, and bank policy & procedures
- Demonstrate effective leadership, employee development, coaching and motivational skills to create a strong team environment
- Strong communication, problem solving and decision-making skills to effectively uncover complex customer and employee issues
- Created success-oriented team environment focused on professional development and empowering leadership.
Skills
- Prospecting Clients
- Consultative Sales Approach
- Complex Problem-Solving
- Business Planning
License
- Series 6
- Series 63
- NMLS
- Notary
Timeline
Wealth Management Client Associate
Merrill Lynch
04.2021 - Current
Private Banker, AVP
The State Bank And Trust
10.2020 - 04.2021
Private Client Banker
JPMorgan Chase
07.2018 - Current
Branch Manager
JPMorgan Chase
06.2007 - 07.2018
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