Summary
Overview
Work History
Education
Skills
Certification
Timeline
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John Anchak

Lakewood

Summary

Detail-oriented, meticulous and adaptable restaurant professional seeking a managerial position that will utilize my professional experience and will help me succeed in my future career goals. My desire to succeed, my creative and resourceful nature, and my diverse customer interaction makes me an outstanding candidate for this ever-changing and challenging role.

Professional banking specialist with comprehensive experience in managing high-net-worth client portfolios and delivering tailored financial solutions. Strong focus on team collaboration, achieving measurable results, and adapting to changing needs. Expertise in relationship management, financial planning, and risk assessment, underpinned by exceptional communication and problem-solving skills. Known for reliability, integrity, and client-centric approach.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase & Co
04.2021 - 02.2025
  • Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
  • Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
  • Participated in ongoing professional development to continuously enhance skills and market expertise.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.
  • Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
  • Provided guidance on credit products, assisting clients in successfully navigating the lending process.
  • Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.

Financial Advisor

AXA EQUITABLE
03.2020 - 05.2021
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Education

High School Diploma -

Brick Township High School
Brick, NJ
06-2008

Skills

  • Transaction Processing
  • Inventory Control Processes
  • Flexibility and Adaptability
  • Time Management Skills
  • Superior Communication Skills
  • Customer Service
  • Client acquisition
  • Relationship management
  • Mutual funds
  • Cash management
  • Retirement planning
  • Wealth management

Certification

  • Series 7 License, 02/01/20 - Present
  • Series 63, 03/01/20 - Present
  • SIE, 09/24/19 - Present
  • Life & Health Insurance License, 01/01/20, Present

Timeline

Private Client Banker

JPMorgan Chase & Co
04.2021 - 02.2025

Financial Advisor

AXA EQUITABLE
03.2020 - 05.2021

High School Diploma -

Brick Township High School

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John Anchak