Jason Caxaj
Richmond
Summary
Dynamic Private Client Banker with extensive experience at JPMorgan Chase, excelling in relationship management and portfolio oversight. Proven track record in enhancing client satisfaction and driving revenue through tailored financial solutions. Skilled in compliance and sales, fostering trust with high-net-worth clients while implementing effective referral strategies for business growth.
Overview
10
10
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
01.2025 - 10.2025
- Assisted clients in identifying financial needs and recommending appropriate banking products.
- Provided support in processing account openings and maintaining client records accurately.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
Relationship Banker
JPMorgan Chase
01.2021 - 12.2024
- Assisted clients in identifying financial needs and recommending appropriate banking products.
- Processed account openings, loans, and transactions efficiently to enhance customer experience.
- Educated customers on digital banking tools to improve online engagement and accessibility.
- Collaborated with team members to resolve customer inquiries and provide exceptional service.
Personal Banker
JPMorgan Chase
01.2020 - 12.2021
- Assisted clients in navigating banking products and services, ensuring tailored financial solutions.
- Educated customers on digital banking tools, enhancing user experience and engagement.
- Resolved customer inquiries promptly, maintaining high satisfaction levels through effective communication.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Bank Teller
JPMorgan Chase
10.2015 - 12.2019
- Processed customer transactions accurately and efficiently to maintain high service standards.
- Balanced cash drawer daily, ensuring accountability and minimizing discrepancies.
- Assisted customers with account inquiries, providing tailored solutions to enhance satisfaction.
- Trained new tellers on operational procedures and customer service protocols.
Education
High School Diploma -
George Bush Highschool
Houston, TX06-2015
Skills
- Relationship management
- Portfolio management
- Wealth management
- Compliance
- Sales expertise
- Customer service
Languages
Spanish
Professional Working
Timeline
Private Client Banker
JPMorgan Chase
01.2025 - 10.2025
Relationship Banker
JPMorgan Chase
01.2021 - 12.2024
Personal Banker
JPMorgan Chase
01.2020 - 12.2021
Bank Teller
JPMorgan Chase
10.2015 - 12.2019
High School Diploma -
George Bush Highschool