Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
References
Timeline
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Jonathan Dinar

Jonathan Dinar

Denver,United States

Summary

Accomplished financial professional with over a decade of experience at BMO, excelling in wealth management and client relationship building. Expert in customized financial planning and regulatory compliance, consistently exceeding performance targets. Recognized for exceptional communication skills and awarded for customer service excellence, ranking in the top 5% for client satisfaction.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Premier Banker | Senior Premier Relationship Manager (Licensed)

BMO
05.2024 - Current
  • Licensed financial professional with over 10 years of experience specializing in investment advising and client relationship management, focusing on mass affluent clients.
  • Manage and expand a portfolio of mass affluent clients with customized financial planning and investment strategies.
  • Act as the main relationship manager, addressing complex financial needs with tailored banking solutions.
  • Partner with financial advisors to provide a holistic wealth management experience.
  • Guide clients in using digital platforms and self-service tools to enhance their engagement and satisfaction.
  • Achieve performance targets while maintaining strict regulatory compliance and delivering outstanding client service.

Senior Premier Banker | Senior Business Banking Specialist | Personal Banker | Teller

Wells Fargo
06.2016 - 04.2024
  • Experienced financial professional specializing in wealth management and financial planning, with a proven record of building strong client relationships and delivering customized financial solutions to high-net-worth clients.
  • Provided tailored financial solutions to both personal and business clients, integrating lending, investment, and deposit services.
  • Developed and maintained strong relationships with high-net-worth and small business clients through personalized financial strategies.
  • Originated and assessed small business loans, conducting thorough evaluations of creditworthiness and cash flow for informed risk assessments.
  • Exceeded quarterly sales objectives by over 20%, consistently ranking in the top 5% for customer satisfaction scores within the region.
  • Conducted training sessions for colleagues on digital tools, service excellence, and compliance protocols, enhancing overall team performance.
  • Awarded multiple times for Customer Service Excellence due to exceptional leadership and commitment to client service.

Education

Bachelor of Arts - Business Administration

Colorado State University Global
Denver, CO
05.2026

Skills

  • Communication
  • Regulatory compliance
  • Customer service
  • Effective communication
  • Banking regulations
  • Customized Financial Planning
  • Problem-Solving
  • Regulatory Compliance
  • Professional Development
  • High Net Worth Clients
  • Mentorship
  • Financial Planning
  • Wealth Management
  • Client Service
  • Risk assessment

Certification

FINRA S63 10/13/2017

FINRA S65 09/09/2023

FINRA S7TO 06/22/2022

FINRA SIE 10/01/2018

FINRA S6 10/04/2017

FINRA S66 08/02/2022

Colorado Health and Life

Languages

English
Full Professional
Hebrew
Native/ Bilingual

References

References available upon request.

Timeline

Premier Banker | Senior Premier Relationship Manager (Licensed)

BMO
05.2024 - Current

Senior Premier Banker | Senior Business Banking Specialist | Personal Banker | Teller

Wells Fargo
06.2016 - 04.2024

Bachelor of Arts - Business Administration

Colorado State University Global

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