JENNIFER HAGN
LaGrange Park,IL
Summary
Seasoned Private Client Banker with strong a strong foundation in managing high net worth clients and providing tailored financial solutions. Expertise in relationship building, adhering to compliance, and cultivating team collaboration to deliver exceptional client experiences and drive business success.
Overview
32
32
years of professional experience
1
1
Certification
Work History
PRIVATE CLIENT BANKER
JPMorgan Chase Bank
09.2015 - Current
- Works collaboratively with colleagues and partners to provide exceptional client experience.
- Develops strong relationships with clients as dedicated point of contact to manage customers' entire financial relationship, owning any issues start to finish.
- Strictly adheres to policies, procedures and regulatory banking requirements.
- Maintains current knowledge of banking products and digital tools to educate clients and recommend the appropriate products and services.
- Continually strives to exceed customer expectations and provide the highest level of service to all clients.
ACCOUNT EXECUTIVE
Arcor, Inc.
09.1994 - 07.2004
- Continually met or exceeded sales goals; annually generated more than $1 million in new business.
- Expanded market share in the filtration industry and successfully prospected and secured business in new markets.
- Worked collaboratively with engineers, buyers and executives to establish contract agreements and engineer new products.
- Developed extensive knowledge of manufacturing process, quality specifications and customer requirements.
- Part of the management team that spearheaded successful ISO 9000 certification.
Education
BACHELOR OF ARTS - ECONOMICS
University of Illinois
Champaign, IllinoisSkills
- Client relationship management
- Product knowledge
- Compliance adherence
- Cross-team collaboration
- Problem solving
- Team building
- Customer service excellence
Certification
- SERIES 6 & 63
- Illinois Health & Life
Accomplishments
- 2021 Selected for Banker Development Program
Timeline
PRIVATE CLIENT BANKER
JPMorgan Chase Bank
09.2015 - Current
ACCOUNT EXECUTIVE
Arcor, Inc.
09.1994 - 07.2004
BACHELOR OF ARTS - ECONOMICS
University of Illinois