Summary
Overview
Work History
Education
Skills
Timeline
Generic

JUSTIN KRUKAR

Kingston

Summary

Successful Banker accomplished in surpassing sales targets by cultivating strong relationships and consistently developing new revenue streams. Offers adaptability to handle changing market trends and customer demands combined with resilience in face of diverse challenges and creativity to continuously seek out and capitalize on opportunities. Dedicated industry professional skilled in building and maintaining loyal and profitable customer relationships. Keeps risk low and profits high with balanced approach focused on customer engagement and consultative sales. Leverages CRM and market data to develop targeted strategies.

Overview

14
14
years of professional experience

Work History

Private Client Banker

JPMorgan Chase
10.2021 - Current
  • Cultivated strong client relationships, enhancing customer satisfaction and loyalty.
  • Advised clients on financial products, aligning solutions with individual needs and goals.
  • Managed complex accounts, ensuring compliance with regulatory standards and internal policies.
  • Collaborated with cross-functional teams to streamline processes and improve service delivery.
  • Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
  • Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.

Licensed Relationship Manager

Key Investment Services
09.2020 - 09.2021
  • Worked with internal partners to analyze, evaluate, and develop tailored relationship strategies for each client or prospect.
  • Reviewed customer needs and allocated assets to proactively engage with customers and meet current requirements.
  • Met regularly with customers to enhance relationships and look for new business opportunities.
  • Leveraged centers of influence such as existing clients to identify and develop profitable new client relationships.
  • Leveraged full array of capabilities such as lending capabilities and treasury services to build full relationships.
  • Used CRM system to track client activity, produce reports, and manage pipeline.

Private Client Banker

JP Morgan Chase
10.2018 - 10.2020
  • Connected regularly with existing customer base to cross-sell available products and developed presentations to engage potential customers in bank offerings.
  • Processed and managed member accounts for saving, checking, and investment needs.
  • Consistently prospected new leads and capitalized on business opportunities to increase the overall client base.
  • Maintained consistent contact with clients to quickly identify changes in their financial status and recommend new products.
  • Cultivated strong relationships with high-net-worth clients, providing tailored financial advice and solutions.

Relationship Banker

J.P. Morgan Chase
04.2016 - 10.2018
  • Supplied partners with qualified referrals to boost engagement in areas of investments, mortgages, and cash management services.
  • Offered and closed on loan products to existing and prospective customers.
  • Guided customers through banking services and mobile banking tools to promote products and increase efficiency with lower face-to-face burden.
  • Presented confident and professional demeanor to build customers' trust and increase sales.
  • Abided by all operational, regulatory, and security standards to promote work accuracy and reduce risk of loss to business.
  • Helped customers understand available services and select best bank product, such as deposit account or investment strategy.

Personal Banker

J.P. Morgan Chase
10.2011 - 03.2016
  • Recommended banking products and services to members based on individual requirements.
  • Demonstrated self-service options available via ATM locations and online, helping customers to exploit valuable and convenient transaction opportunities.
  • Connected regularly with existing customer base to cross-sell available products and developed presentations to engage potential customers in bank offerings.
  • Accurately opened new accounts by correctly compiling the customer's information and filing related forms.

Education

GED -

North Kitsap High School
Poulsbo, Wa
08.2004

Skills

  • Series 7 Securities license
  • Series 6 Securities license
  • Series 63 Securities license
  • SIE
  • Washington state insurance License, Health & Life
  • Licensed Notary
  • Verbal communication
  • Teamwork
  • Problem-solving
  • Creative thinking
  • Multitasking
  • Organization
  • Prioritization

Timeline

Private Client Banker

JPMorgan Chase
10.2021 - Current

Licensed Relationship Manager

Key Investment Services
09.2020 - 09.2021

Private Client Banker

JP Morgan Chase
10.2018 - 10.2020

Relationship Banker

J.P. Morgan Chase
04.2016 - 10.2018

Personal Banker

J.P. Morgan Chase
10.2011 - 03.2016

GED -

North Kitsap High School

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