Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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John Woodworth

Summary

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

8
8
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase & Co
07.2023 - Current
  • Cultivated strong relationships with high-net-worth clients to understand financial needs and objectives.
  • Provided expert guidance on complex banking products, ensuring clients made informed financial decisions.
  • Facilitated successful estate planning discussions, addressing sensitive topics with tact and professionalism.
  • Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
  • Highest Performing Banker in Cleveland Markets for 2025
  • Organized a study group of bankers and JPMorgan Private Bank Associates
  • Recognized by JPMorgan Private Bank for successful referrals of 3 clients over $10M in investable assets.

Assistant Store Manager

Bedrock Manufacturing, LLC (Shinola)
07.2022 - 08.2023
  • Managed outreach campaigns and built email templates for new releases and special events.
  • Coached junior team members on presentation skills, technology benefits, and product knowledge.
  • Utilized Salesforce CRM software to facilitate service, sales outreach, and general customer management.
  • Exceeded sales targets by providing knowledgeable, and memorable in-store customer experiences.

Senior Mortgage Loan Originator

Rocket Mortgage, LLC
07.2020 - 05.2022
  • Managed a pipeline of $5M in mortgage loan sales volume per month.
  • Maintained a 5-star average rating with 265 total client reviews.
  • Frequently received referrals by past clients and generated business from web-submission leads.
  • Interviewed potential mortgage clients for conventional and government loan qualifications.
  • Customized solutions for clients based on scenarios i.e., divorce, inheritance, multiple properties.
  • Provided deliverables, voicemails, daily text updates to more than 50 prospective clients per day.
  • Collaborated with new team members to improve sales techniques, increase software proficiency, and close sales on live calls.

Client Service Associate

BDS Financial Network
08.2018 - 02.2019
  • Assisted clients in opening accounts by gathering information, preparing documents, and ensuring submission met compliance requirements.
  • Handled client service requests including setting up systematic withdrawals, automatic investment plans, beneficiary designations, and ensuring CRM information was current and accurate.
  • Updated firm's monthly investment analytics spreadsheet to track equity and income exposure in portfolios.
  • Provided administrative support by scheduling client reviews and preparing meeting materials.

Financial Assistant/Intern

OakWood Financial Services
01.2018 - 08.2018
  • Prepared for client reviews by compiling portfolio snapshots, reports, and relevant information.
  • Created data analytics for the senior advisors by utilizing Microsoft Excel.
  • Built rapport with clients in meetings by being friendly and professional while keeping notes.

Education

Bachelor of Science - Finance

St. John Fisher University
Rochester, NY
01.2018

Skills

  • Salesforce Management
  • Morningstar Analysis
  • Microsoft Excel Advanced Skills
  • Database Management
  • Analytical & Critical Thinking
  • Interpersonal Communication
  • Presenting & Public Speaking
  • Sales Coaching
  • Flexible problem-solving

Accomplishments

  • Highest sales close percentage in Cleveland Region at Rocket Mortgage.
  • Promoted to Private Client Banker from Relationship Banker within first year at JPMorgan.
  • Invited to Exclusive JPMorgan Private Bank Client Networking Events because of high referral success.



Certification

  • FINRA Securities Industry Essentials, 12/29/2022
  • FINRA Series 6, 08/22/2023
  • FINRA Series 63, 09/07/2023

Timeline

Private Client Banker

JPMorgan Chase & Co
07.2023 - Current

Assistant Store Manager

Bedrock Manufacturing, LLC (Shinola)
07.2022 - 08.2023

Senior Mortgage Loan Originator

Rocket Mortgage, LLC
07.2020 - 05.2022

Client Service Associate

BDS Financial Network
08.2018 - 02.2019

Financial Assistant/Intern

OakWood Financial Services
01.2018 - 08.2018

Bachelor of Science - Finance

St. John Fisher University

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