Hunter Jarolimek
Fargo,ND
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual who communicates with professionalism to clients. Researches and pursues new sales prospects to build strong base of clientele.
Overview
4
4
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
05.2023 - Current
- Cultivated strong customer relationships by providing tailored advice and services.
- Presented financial plans and investment recommendations to clients.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Relationship Banker
JPMorgan Chase
05.2021 - 04.2023
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Implemented strategies to increase customer retention, enabling investment growth.
Financial Representative
Northwestern Mutual
05.2020 - 08.2020
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Met with customers to assess needs, financial status and eligibility.
- Networked to identify potential new clients and expand geographic territories.
Education
Bachelor of Arts - Finance
Concordia College
Moorhead, MN05.2021
Skills
- Financial Advising
- Relationship Building and Management
- Investment Consulting and Planning
- Account Performance Reviews
Timeline
Private Client Banker
JPMorgan Chase
05.2023 - Current
Relationship Banker
JPMorgan Chase
05.2021 - 04.2023
Financial Representative
Northwestern Mutual
05.2020 - 08.2020
Bachelor of Arts - Finance
Concordia College
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