JORDAN VINCENT MARRY
Seguin,USA
Summary
Business-focused Private Client Banker with 15+ years of progressive experience at J.P. Morgan Chase, including private client banking and training leadership. Currently selected for the Business Relationship Manager Development Program and leading market production in business banking (PVCs). Proven ability to build strong client relationships, drive revenue growth, and deliver tailored financial solutions across lending, credit cards, deposits, and investments. Skilled in consultative financial sales, and cross-functional collaboration to drive portfolio growth and client retention. Recognized for combining strong individual production with performance coaching that elevates team results.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Relationship Manager Development Program
JPMorgan Chase
09.2025 - Current
• Selected for BRM Development Program preparing to manage $1MM–$5MM business client portfolio
• Led market in Business Production (PVCs), outperforming peers
• Partnered with BRMs to bring on multiple new business managed relationships and deliver lending, deposit, and cash management solutions
• Conducted joint business client meetings assessing financials, cash flow, and growth opportunities
• Built pipeline through referrals, outreach, and branch partnerships
FIRST VP - PRIVATE CLIENT BANKER
JPMorgan Chase
08.2021 - Current
- Built and managed relationships with a portfolio of over 300 high-net-worth clients, driving repeat business and consistent revenue growth.
- Conducted in-depth financial assessments to define client goals and recommend tailored wealth strategies with measurable results.
- Partnered with Private Client Investment Advisors, Sr. Home Lending Advisors, and Business Relationship Managers, to deliver customized financial solutions, improving client retention and cross-sell outcomes.
- Acquired new affluent clients through referrals and targeted outreach.
- Surpassed monthly sales targets, increasing branch profitability and contributing to consistent performance improvements.
RELATIONSHIP BANKER
JPMorgan Chase
10.2019 - 08.2021
- Outstanding results lead to promotion to Private Client Banker
TRAINER / LEAD TRAINER
JPMorgan Chase
11.2014 - 10.2021
- Facilitated high-engagement training sessions in both classroom and virtual environments driving active participation.
- Coached, mentored, and developed trainers, managers, and leaders.
- Designed and delivered new curricula under tight deadlines to meet compliance and business goals.
- Exemplary performance led to promotion to Lead Trainer as of Jan 2019.
CREDIT CARD SPECIALIST
JPMorgan Chase
04.2011 - 11.2014
- Provided world class service leveraging soft-skills and product expertise.
- Exemplary performance led to promotion to Trainer.
Education
BACHELOR OF ARTS - Public Relations & Marketing, Psychology
Ashford University
San Diego, CA10-2015
Skills
- Relationship Management (Business & High-Net-Worth Clients)
- New Business Development & Pipeline Management
- Cross-Functional Collaboration (Wealth, Lending, Treasury)
- Cash Flow & Financial Needs Assessment
- Business Lending & Credit Analysis
- Cash Management & Deposit Solutions
- Risk Management & Regulatory Awareness
- Sales Leadership and Performance Coaching
Certification
- SERIES 6, FINRA
- SERIES 63, NASAA
- LIFE INSURANCE, Texas
- NMLS License
Timeline
Business Relationship Manager Development Program
JPMorgan Chase
09.2025 - Current
FIRST VP - PRIVATE CLIENT BANKER
JPMorgan Chase
08.2021 - Current
RELATIONSHIP BANKER
JPMorgan Chase
10.2019 - 08.2021
TRAINER / LEAD TRAINER
JPMorgan Chase
11.2014 - 10.2021
CREDIT CARD SPECIALIST
JPMorgan Chase
04.2011 - 11.2014
BACHELOR OF ARTS - Public Relations & Marketing, Psychology
Ashford University