Kelly Ranck
St. Charles,IL
Summary
Accomplished Private Client Banker at JPMorgan Chase, adept in wealth management and client acquisition. Excelled in building trust with high-net-worth clients and streamlined processes for efficiency, significantly enhancing client service. Skilled in relationship management and retirement planning, my strategic approach led to notable new account growth.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
536 Randall Rd. South Elgin, Il 60177
07.2011 - Current
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients requests.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Conducted comprehensive reviews of clients financial situations, developing customized wealth management plans.
Education
Bachelor Of Arts - Communications And Human Relations
University of Iowa
Iowa City, IA05.2011
Skills
- Client acquisition
- Relationship Management
- Retirement planning
- Wealth Management
- Trust and Estate Account Services
- Small Business Specialist
Certification
Series 6
Series 63
Life and health Insurance Licenses
Timeline
Private Client Banker
JPMorgan Chase
07.2011 - Current
Bachelor Of Arts - Communications And Human Relations
University of Iowa