Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Generic
JUAN MARTINEZ ILLAS

JUAN MARTINEZ ILLAS

Pembroke Pines,FL

Summary

Experienced banking professional with over a decade in the industry, currently serving as a Branch Manager at JPMorgan Chase. Proven track record of driving growth, fostering strong client relationships, and building high-performing teams. Highly effective in collaborating with Wealth Management and Business Development partners, including executives and stakeholders.

Overview

12
12
years of professional experience
1
1
Certification

Work History

VP, Branch Manager

JPMorgan Chase
05.2022 - Current
  • Cultivated strong relationships with key stakeholders, including customers, wealth management partners, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Collaborated with senior management to develop strategic initiatives and long term goals.

Assistant Vice President, Private Client Banker

JP Morgan Chase
05.2019 - Current
  • Share the value of Chase Private Client, a special program designed for wealthy and affluent customer with assets up to 10MM
  • Actively manage a book of business through an advice-based approach, ensuring each client receives the best products and services according to their needs
  • Partnering with Advisors and Business Managers through joint meetings to ensure client has a team of experts who can help them with specialized financial needs.

Sr. Personal Banker

Wells Fargo
03.2018 - 05.2019
  • Manage business relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis
  • Support all daily operations of the branch, keep tellers and senior tellers up to date in their duties including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.

Branch Banker

Branch Banking & Trust Company (BB&T Bank)
06.2015 - 11.2016
  • Responsible for building long-term relationships with clients in-person and by phone
  • Work to understand client's financial needs and consultative address by making appropriate product recommendations or referring the client to a financial partner.

Relationship Banker

Bank of America
11.2014
  • Build long-standing relationships with Bank of America customers by building customer trust and loyalty
  • Serve as a Bank of America brand ambassador and Bank of America product and service expert
  • Promote a positive image of Bank of America with each customer every time.

Microsoft Consultant

Best Buy
08.2013 - 11.2014
  • Engage customers using selling skills to build complex, connected solutions in a fast-paced, dynamic environment where customers feel supported and leave delighted
  • Inspire customers by showing them what's possible with technology.

Education

Bachelor of Science - Business Management

Instituto Universitario Nuevas Profesiones
Caracas, Venezuela
09.2016

Bachelor of Science -

Seneca College
Toronto, Canada
09.2013

Skills

  • Currently managing a portfolio exceeding $600 million in assets
  • Expertise in relationship building and client retention
  • Proficient in cross-selling financial products to optimize client portfolios
  • Strong experience in coaching, delivering presentations, and managing teams
  • Skilled in financial planning and providing tailored investment strategies
  • Proven track record in business development and client acquisition
  • Extensive project management experience, driving strategic initiatives to completion

Certification

  • Licensed - Securities Industries Essentials
  • Series 6
  • Life & Health Licenses
  • NMLS certification for retail lending and mortgage lending purposes
  • Windows Professional Certification (Word, Excel, PowerPoint, Windows OS)

Accomplishments

    2021 One Chase Award Winner

    2021 Outstanding Performer Winner

    2022 Outstanding Performer - Branch Winner

Languages

Spanish
Native or Bilingual

Timeline

VP, Branch Manager

JPMorgan Chase
05.2022 - Current

Assistant Vice President, Private Client Banker

JP Morgan Chase
05.2019 - Current

Sr. Personal Banker

Wells Fargo
03.2018 - 05.2019

Branch Banker

Branch Banking & Trust Company (BB&T Bank)
06.2015 - 11.2016

Relationship Banker

Bank of America
11.2014

Microsoft Consultant

Best Buy
08.2013 - 11.2014

Bachelor of Science - Business Management

Instituto Universitario Nuevas Profesiones

Bachelor of Science -

Seneca College

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JUAN MARTINEZ ILLAS