JERMAINE DESIONGCO
Cerritos,CA
Summary
Private client banker with two decades of experience in the banking industry. Self and highly motivated in producing results by meeting and exceeding monthly sales goals. Passionate about quality of client experience on day to day interactions. Looking to get in a specialized role within the One Chase team.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Private Client Banker
JP Morgan Chase Bank NA
02.2012 - Current
- Actively manage complete banking needs for affluent clients through Private Client services
- Engage with other branch employees to identify potential clients and introduce concierge banking by holding joint appointments with financial advisors
- Collaborate with loan officers and business bankers along with financial advisors to provide full access of all product and services available to private clients
- Maintain contact with clients by reviewing banking accounts on a regular basis and send special greetings on occasion
- Provide assistance to financial advisors to gather outside assets and build solutions to increase bank and investment balances
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Private Client Relationship Manager
US Bank National Association
02.2017 - 03.2017
- Recommended new products to clients and maintained solutions-oriented problem-solving for long-term client relationships.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Assessed client needs and developed plans to adequately address current and future objectives.
Personal Banker
Washington Mutual / JP Morgan Chase Bank NA
03.2004 - 02.2012
- Provide quality customer service by greeting, calling customers by name and thanking them for their continued loyalty with the bank
- Answer telephone inquiries on banking products including checking, savings, loans and lines of credit and set appointments
- Opened checking, savings, certificate of deposits and retirement money market accounts for walk in customers
- Assist customers utilize bank convenient services such as online banking and bill pay.
Bank Teller
Washington Mutual
07.2003 - 03.2004
- Provided basic banking needs including deposits, withdrawals, and transfers for customers
- Performed daily balancing of cash drawers
- Processed surprise Vault and ATM audits in dual control
Skills
- Strong Account Analysis
- Strong Customer Relations
- Compliance in Banking Regulations and Laws
- Private Client Coverage
- Client Rapport-Building
- Interpersonal Communication Skills
Certification
- Securities License Series 6 and 63
- State of California Life Insurance Certificate
- Multiple State Insurance approved
Timeline
Private Client Relationship Manager
US Bank National Association
02.2017 - 03.2017
Private Client Banker
JP Morgan Chase Bank NA
02.2012 - Current
Personal Banker
Washington Mutual / JP Morgan Chase Bank NA
03.2004 - 02.2012
Bank Teller
Washington Mutual
07.2003 - 03.2004
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