Jason Santowski
Leander,TX
Summary
I am a licensed financial professional with over 15 years of experience in the financial services industry. I enjoy building teams and solving complex problems for affluent clients.
Overview
14
14
years of professional experience
Work History
Senior Branch Premier Banker
WELLS FARGO
06.2011 - Current
- Relationship manager for affluent clients, handling investment needs, retirement planning, credit utilization, and deposit yields
- Utilized network of partners to deepen client relationships
- Grew book of business and drove revenue growth through cross-selling and prospecting.
- Increased referrals from satisfied customers, resulting in new business and revenue growth.
- Assisted high net-worth clients in managing their wealth portfolios for optimal returns.
- Collaborated with team members to meet branch sales goals and improve overall performance.
- Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
- Conducted thorough risk assessments to identify suitable investment options for diverse clientele.
- Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
- Built lasting relationships with clients through proactive communication and regular follow ups.
- Managed portfolios of high-value accounts, ensuring timely execution of transactions and adherence to compliance requirements.
Area Sales Manager/Manager/Personal Banker
IBC BANK
05.2010 - 06.2011
- Promoted from personal banker to branch manager within three months
- Increased sales by over 500% and turned a poor performing branch into a top-performing branch
- Promoted to Area Sales Manager and implemented similar changes for another branch
- Responsible for managing, setting goals, motivating other managers and employees, and expanding customer base.
Education
Master of Business Administration - MBA
Columbia Southern University
Orange Beach, ALMaster of Business Administration - MBA
Southwest Texas State University
San Marcos, TXBachelor of Business Administration - Management
St. Edwards University
Austin, TX05.2002
High School Degree -
Plano Senior High School
Plano, TX05.1998
Skills
- Financial Planning
- Portfolio Management
- Debt management
- Wealth Management
- Loan Origination
- Cash Management
- Cross-Selling Products
- Private Banking
- Mortgage Knowledge
- Bank Sales
- Consumer Banking
- Regulatory Compliance
Professional Licenses Held
- Series 7
- Series 6
- Series 65
- Series 63
- SIE
- Life Insurance
- Safe Registered
- NMLS
Languages
Spanish
Limited Working
Personal Hobbies
College Football
Travel
Cooking
Timeline
Senior Branch Premier Banker
WELLS FARGO
06.2011 - Current
Area Sales Manager/Manager/Personal Banker
IBC BANK
05.2010 - 06.2011
Master of Business Administration - MBA
Columbia Southern University
Master of Business Administration - MBA
Southwest Texas State University
Bachelor of Business Administration - Management
St. Edwards University
High School Degree -
Plano Senior High School