JAMES MARKER
The Famished Frog
44 Whisper Way East Ledgewood
1
Certification
20
years of professional experience
Professional banking specialist with comprehensive experience in managing high-net-worth clients and delivering tailored financial solutions. Strong focus on team collaboration, achieving measurable results, and adapting to changing needs. Known for reliability, integrity, and client-centric approach.
Work History
Private Client Banker
4 Years 8 Months- Cultivated relationships with high-net-worth clients to provide tailored financial solutions.
- Developed financial solutions aligned with clients' long-term goals and objectives.
- Collaborated with One Chase partners to maximize opportunities and drive business growth.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Assisted clients with budgeting and cash flow management.
Relationship Banker
4 Years 2 Months- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Cultivated strong customer relationships by providing tailored advice and services.
- Enhanced client understanding of different banking products through clear and concise communication.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Financial Professional
1 Year 7 Months- Full understanding of all products and policies
- Prospect for clients through warm and cold sources
- Develop insurance and investment strategies and make sales presentations regularly for a broad range of life insurance contracts, financial products and services
- Propose insurance and investment products that are in the best interest of the client
- Report all records of accounts and business transactions
- Develop and maintain long term relationships with clients in order to ensure their financial security
Bartender
17 Years 6 Months- Memorize numerous drink recipes
- Quickly mix a variety of simple and complex cocktails
- Address any needs or concerns of patrons
- Participate in bar incentives and contests to drive sales and promote the venue
Sales Associate
9 Months- Welcomed potential buyers with a friendly and professional attitude
- Place calls to many new leads everyday to generate new sales
- Discuss customer's needs and advise them on the most suitable vehicle
- Arrange and accompany them on test-drives
- Negotiate the sale price of the vehicle, including any trade-in for the customers old vehicle
- Work out finance arrangements, which may include cash payments or a loan
- Complete associated paperwork and transfer of customer's insurance
- Tag and stock trade-ins
- Deliver new vehicle and answer any final questions regarding there new purchase
Service Writer/ Mechanic
2 Years- Look over customer vehicles for potential servicing jobs
- Schedule new work
- Order any parts needed through many different manufacturers
- Fix any mechanical issues that the car was scheduled for
- Write up of service bill and handle payments of work done
Education
High School Diploma
Skills
Dependable and reliable
Superior organization skills
Effective in up-selling
Active listening skills
Courteous demeanor
Energetic work attitude
Adaptive team player
Certification
- Life and Health License
- FINRA Series 6
- FINRA Series 63
Timeline
Private Client Banker
JPMorgan Chase
10.2021 - CurrentRead More
Relationship Banker
JPMorgan Chase
08.2017 - 10.2021Read More
Financial Professional
Prudential
12.2015 - 07.2017Read More
Bartender
The Famished Frog
12.2008 - CurrentRead More
Sales Associate
Nissan World of Denville
03.2008 - 12.2008Read More
Service Writer/ Mechanic
Magnum Motors
03.2006 - 03.2008Read More
Ridge High School
High School Diploma
Read More