Jacob Defrance
Cedar Park,TX
Summary
Adept at relationship management and policy implementation, I've significantly enhanced client satisfaction and exceeded performance metrics at JP Morgan Chase & Co. Leveraging skills in account audits and relationship building, I've cultivated a robust client base, ensuring compliance and operational excellence. My expertise in recordkeeping and proactive client engagement drives sustained business growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Central Relationship Manager
Fidelity Investments
Cedar Park, TX
11.2022 - 01.2025
- Analyzed market trends and identified potential new customers through research activities.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
- Maintained accurate records of all client interactions within the company's CRM system.
Relationship Banker
JP Morgan Chase & Co.
Austin, TX
05.2021 - Current
- Licensed banker position with JP Morgan Chase Co
- Responsibilities include building relationships with my assigned book of business through telephone and in-person appointments
- My main objective is to discover client needs and refer them to our in-house specialists who can get more in depth with the client
- These specialists include a Home lending team, JP Morgan private wealth management advisors and our business relationship specialist
- Half of my job consists of taking care of my scheduled in-person meetings where I assist in account opening, maintenance and fraud prevention as well discussing opportunities with clients concerning how they save, spend borrow and invest
- The other half of my day consists of calling on established, higher net worth clients, strengthening my relationship with them and finding opportunities where chase can be of assistance
- Due to the fact that I deal with FDIC insured funds, I am currently unable to give clients investment advice but I have been able to maintain my Series 7 and 66 designations
- As far as job performance is concerned, I have made a very positive impact on my branch in terms of client satisfaction, regularly receiving positive reviews based upon my service
- Since my second month in production, I have also consistently exceeded my performance metrics
Financial Advisor
Edward Jones Investments
Austin, TX
02.2019 - 02.2021
- Managed client retirement accounts
- Inputted market trades
- Educated clients in all manners of investment
- Grew client base through networking and face to face prospecting
Account Manager
Barton Associates
Austin, TX
12.2017 - 07.2018
- Medical physician locum tenen staffing position
- Cold called corporate medical offices
- Sought out potential job listings for new and existing clients
- Managed active accounts and ensured client satisfaction
Assistant Manager
The Popcorn Can Company
Odessa, TX
02.2011 - 06.2017
- Communicated with vendors regarding back order availability, future inventory and special orders
- Scheduled weekly inventory pickups and deliveries with vendors
- Coordinated marketing efforts
Construction Labourer
Vannaman Construction
Midland, TX
05.2013 - 09.2013
- Loaded and unloaded building materials used for construction
- Dug trenches, backfilled holes and compacted earth to prepare for new construction
- Completed tear-down of existing structures
Electrician
Monahans Electric
Monahans, TX
05.2012 - 09.2012
- Worked with various types of cableways, conduits and other electrical raceways
- Installed, tested and modified circuit breakers, controls, fuses, lights and motors
- Involved in all processes of powering saltwater disposal wells
Education
BS - Marketing
UNIVERSITY OF TEXAS OF THE PERMIAN BASIN
Odessa, TX05.2017
High School -
MIDLAND CHRISTIAN HIGH SCHOOL
Midland, TX05.2012
Skills
- Account closings
- Recordkeeping requirements
- Policy development and implementation
- Relationship building and management
- Account audits
- Money handling
Certification
- SIE
- Series 7
- Series 66
- Texas Life Insurance licenses
Additional Information
FINRA Licensing: Series 7, Series 66
Timeline
Central Relationship Manager
Fidelity Investments
11.2022 - 01.2025
Relationship Banker
JP Morgan Chase & Co.
05.2021 - Current
Financial Advisor
Edward Jones Investments
02.2019 - 02.2021
Account Manager
Barton Associates
12.2017 - 07.2018
Construction Labourer
Vannaman Construction
05.2013 - 09.2013
Electrician
Monahans Electric
05.2012 - 09.2012
Assistant Manager
The Popcorn Can Company
02.2011 - 06.2017
BS - Marketing
UNIVERSITY OF TEXAS OF THE PERMIAN BASIN
High School -
MIDLAND CHRISTIAN HIGH SCHOOL
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