Summary
Overview
Work History
Education
Skills
Timeline
Generic

James Smith

Huntington Woods,MI

Summary

Dynamic Private Client Banker with a proven track record at Chase Bank, excelling in client acquisition and relationship management. Expert in developing customized wealth management plans, enhancing customer satisfaction through proactive communication. Strong problem-solving skills complemented by teamwork, driving business growth and fostering long-term partnerships with high-net-worth clients.

Overview

13
13
years of professional experience

Work History

Private Client Banker

Chase Bank
06.2024 - Current
  • Conducted comprehensive reviews of clients'' financial situations, developing customized wealth management plans.
  • Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Cultivated strong customer relationships by providing tailored advice and services.

Business Relationship Manager

Chase Bank
10.2021 - 05.2024
  • Strengthened client relationships by consistently delivering high-quality service and support.
  • Boosted customer satisfaction through timely resolution of issues and proactive communication.
  • Developed customized solutions in response to unique client needs, fostering long-term partnerships.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.

Private Client Banker

Chase Bank
07.2012 - 10.2021
  • Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
  • Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.

Education

Wayne State University
Detroit, MI

Colorado State University
Fort Collins, CO

Skills

  • Client acquisition
  • Customer Service-oriented
  • Relationship building and management
  • Teamwork and collaboration
  • Problem-solving

Timeline

Private Client Banker

Chase Bank
06.2024 - Current

Business Relationship Manager

Chase Bank
10.2021 - 05.2024

Private Client Banker

Chase Bank
07.2012 - 10.2021

Wayne State University

Colorado State University

Similar Profiles

CREATE PROFILE
James Smith