Jesus Hurtado
JPMorgan Chase
Buckeye,AZ
11
years of professional experience
Experienced wealth management professional with strong expertise in banking and client relations. Fostered trust and delivered tailored financial solutions while maintaining effective communication. Licensed in SIE, Series 6, Series 63, and Life & Health Insurance. Bilingual in English and Spanish, consistently recognized for outstanding client relationships and business development.
Work History
Relationship Banker
11 Months- Managed and deepened relationships with consumer and small-business clients by identifying financial needs and recommending tailored banking and investment solutions, resulting in increased client satisfaction and loyalty.
- Delivered exceptional client service, building trust and strengthening long-term relationships that fostered repeat business and referrals.
- Conducted proactive client outreach and scheduled financial consultations to identify growth opportunities for deposits, lending, and investments, enhancing overall client engagement.
Superintendent
1 Year 4 Months- Planned, managed and coordinated construction activities to ensure timely completion of projects.
- Maintained accurate project records including daily logs, time sheets, and inspection reports to support project tracking and accountability.
- Inspected construction sites regularly to detect potential safety hazards and ensure compliance with safety protocols.
- Resolved conflicts between contractors or between contractor and client efficiently and professionally.
- Developed and implemented strategies for cost control, scheduling, and quality assurance to enhance project delivery.
- Inspected construction sites regularly to identify safety hazards and ensure adherence to safety protocols, promoting a safe work environment.
Private Client Banker
2 Years 4 Months- Advised clients on overall balance sheet, optimizing asset allocation, investment management, wealth planning, credit and banking needs.
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
- Managed client relationships by building trust, understanding needs, providing targeted advice, developing tailored solutions, and ensuring exceptional client experience.
- Maintained current knowledge of industry trends, regulatory changes, and economic developments affecting investments.
- Obtained Securities licenses SIE, Series 6, Series 66, Life and Health.
Home Lending Advisor
1 Year- Analyzed applicant's financial status, credit, and property evaluations to determine feasibility of granting loans.
- Determined approval status of loan applications based on applicants' qualifications.
- Educated customers on mortgage processes and documentation, assisting first-time homebuyers in understanding requirements.
- Reviewed loan agreements for completeness and accuracy, ensuring compliance with lending standards.
- Assessed loan applications to determine approval status based on applicant qualifications and financial eligibility.
Personal Banker
5 Years- Identified and referred clients and prospects to business partners, enhancing client relationships across multiple lines of business.
- Conducted regular follow-ups with clients to resolve concerns and ensure continued support.
- Provided leadership to the team when branch manager was absent.
- Ranked as top regional banker for three consecutive years for 3 consecutive years.
Education
High School
Skills
SIE
Series 6
Series 66
Life And Health licenses.
Customer service
Relationship building and management
Financial services
Financial analysis
Bilingual communication
Timeline
Relationship Banker
JPMorgan Chase
09.2025 - CurrentRead More
Superintendent
D.R. Horton
05.2024 - 09.2025Read More
Private Client Banker
JP Morgan Chase
01.2022 - 05.2024Read More
Home Lending Advisor
JP Morgan Chase
01.2021 - 01.2022Read More
Personal Banker
JP Morgan Chase
01.2016 - 01.2021Read More
Desert Edge High School
High School
Read More