Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Affiliations
Timeline
Generic
Open To Work

Jonathan Bernadel

Banker
Stratford ,CT

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Personal BankerFinancial RepresentativePrivate Client Banker AssociateTeller/SupervisorBanker

Work Type

Full TimeConsulting

Location Preference

HybridOn-Site
Location: Stratford , CT, US
Open to relocation: Yes

Salary Range

$65000/yr - $200000/yr

Important To Me

Company CultureCareer advancementWork-life balancePersonal development programsHealthcare benefits

Summary

Dynamic financial professional with a proven track record at Wells Fargo, excelling in client relationship management and revenue generation. Skilled in financial planning and sales strategy, consistently recognized as a top performer. Adept at building rapport and expanding client portfolios, driving branch productivity and customer satisfaction.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Personal Banker

Wells Fargo
West Haven
04.2024 - 09.2025
  • Educated clients on bank financial products and services to enhance informed decision-making.
  • Facilitated loan applications and guided clients through paperwork to ensure smooth processing.
  • Assisted customers with account inquiries and processed transactions to resolve issues efficiently.
  • Maintained compliance with banking regulations and internal policies.
  • Conducted financial assessments to recommend suitable banking solutions.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.

Financial Representative

Northwestern Mutual
08.2023 - 03.2024
  • Secured Connecticut insurance license to offer clients comprehensive insurance solutions.
  • Networked to grow client base and facilitate financial portfolio expansion for existing clients.
  • Provided financial planning services to clients, addressing their individual needs.
  • Developed personalized investment strategies to align with client goals.
  • Conducted in-depth market research to inform financial recommendations.

Private Client Banker Associate

KeyBank
Hamden
10.2022 - 01.2023
  • Managed financial activities for high net-worth clients, enhancing client relationships and trust.
  • Guided clients in strategic investment decisions, low-cash financing options, and sourcing overseas partners.
  • Networked to grow client base and facilitated portfolio expansion for existing clients.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Educated associates on market trends and stayed up-to-date on forecasts and market news.

Teller/Supervisor

First County Bank
Norwalk
09.2020 - 06.2021
  • Serviced customer accounts by opening and closing checking, savings, money market, and CD accounts to meet customer needs.
  • Balanced teller cash boxes and maintained drawer cash levels per bank policy to ensure compliance and operational integrity.
  • Performed ATM balance checks to ensure accuracy and compliance with banking regulations.
  • Requested cash replenishment for branch operations.

Banker

HSBC
Westport
10.2019 - 03.2020
  • Collaborated with management to develop sales strategies that enhanced branch production and improved customer service.
  • Built relationships to grow client base and motivated existing clients to diversify financial portfolios.
  • Balanced cash drawers and vault accounts on a daily basis with zero discrepancies.

Personal Banker

People's United Bank
Southport
01.2017 - 08.2018
  • Consistently recognized as top sales performer, contributing to branch's overall success.
  • Consistently ranked in top 15 for sales in district of over 400 bankers.
  • Increased revenue by implementing effective sales techniques and enhancing branch productivity.
  • Collaborated with management to develop sales strategies that enhanced branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Performed vault duties to handle large deposits of up to $150,000 and distribute currency to coworkers.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

Education

Associate of Applied Science -

New York Business Institute
New York, NY
01-2020

Associate of Science - Computer And Information Sciences

Norwalk Community College
Norwalk, CT
01-2019

Skills

  • Transaction processing
  • Banking
  • Loans
  • Financial planning
  • Financial analysis
  • Sales strategy
  • Sales expertise
  • Revenue generation
  • Client relationship management
  • Acquiring clients
  • Customer outreach
  • Appointment setting
  • Account documentation
  • Strategic planning
  • Staff training
  • Problem solving
  • Rapport building

Certification

  • Microsoft Certified Professional Developer certification
  • Certification in Java
  • Microsoft Certified Solution Developer
  • Comptia A+ Certified
  • Comptia Network+ Certified

Hobbies and Interests

  • I enjoy spending time with my wife and kids.
  • Golfing
  • Road trips

Affiliations

Volunteer for Junior Achievement of Southwest New England

Timeline

Personal Banker

Wells Fargo
04.2024 - 09.2025

Financial Representative

Northwestern Mutual
08.2023 - 03.2024

Private Client Banker Associate

KeyBank
10.2022 - 01.2023

Teller/Supervisor

First County Bank
09.2020 - 06.2021

Banker

HSBC
10.2019 - 03.2020

Personal Banker

People's United Bank
01.2017 - 08.2018

Associate of Applied Science -

New York Business Institute

Associate of Science - Computer And Information Sciences

Norwalk Community College

Similar Profiles

CREATE PROFILE
Jonathan BernadelBanker