Kayden Groff
Summary
Dynamic banking professional with expertise in client retention and solution-oriented sales. Proven ability to build strong relationships and assess financial needs, leading to improved customer experiences and increased sales outcomes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase
Del Mar, CA
01.2026 - Current
- Cultivated strong customer relationships through personalized financial advice and tailored product offerings.
- Executed daily transactions efficiently while ensuring compliance with banking regulations and internal policies.
- Streamlined account opening processes, enhancing customer experience and reducing wait times.
Associate Banker
JPMorgan Chase
Del Mar, CA
03.2024 - 01.2026
- Achieved high levels of customer trust and confidence through meticulous management of transactions.
- Streamlined account opening processes for clients, resulting in a positive onboarding experience.
- Enhanced client satisfaction by recalling individual banking preferences and referring them to bankers for customized financial solutions.
Sales Representative
AT&T
Los Angeles, CA
01.2024 - 04.2024
- Achieved increased sales by identifying opportunities for cross-selling additional products and services.
- Enhanced customer engagement through effective communication to uncover needs and requirements.
- Strengthened customer relationships, resulting in improved sales outcomes.
Lead Server
La Costa Glen
Carlsbad, CA
10.2022 - 01.2024
- Fostered a collaborative environment by organizing weekly team-building activities for servers.
- Contributed to the onboarding process by training new hires on table setting protocols, menu offerings, and customer service excellence.
- Increased sales through effective use of suggestive selling techniques, promoting premium items and add-ons.
Education
Bachelor of Science - Finance
Wilmington University
New Castle, DE04.2026
Skills
- Client Relationship Management
- Needs-Based Sales
- Financial Needs Assessment
- Cross-Selling Financial Products
- Client Retention
- Relationship Building
- Customer Experience Management
- Solution-oriented sales skills
Certification
• Securities Industry Essentials (SIE) – Financial Industry Regulatory Authority (FINRA)
• Series 63 – Uniform Securities Agent State Law Exam – FINRA
• Life & Health Insurance License – State of California
• California Notary Public – Commission Pending (Exam Passed)
• Series 6 – Investment Company & Variable Contracts Products Representative – Candidate, Exam Scheduled March 23, 2026
Timeline
Relationship Banker
JPMorgan Chase
01.2026 - Current
Associate Banker
JPMorgan Chase
03.2024 - 01.2026
Sales Representative
AT&T
01.2024 - 04.2024
Lead Server
La Costa Glen
10.2022 - 01.2024
Bachelor of Science - Finance
Wilmington University