Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kevin Barrera

Kyle

Summary

Dynamic banking professional with extensive experience at JPMorgan Chase, adept in client portfolio management and wealth planning. Proven track record in cross-selling strategies, enhancing client satisfaction, and ensuring regulatory compliance. Skilled in building lasting relationships while effectively managing high-value accounts, driving significant growth in client engagement and brand satisfaction.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Private Client Banker / Business Specialist

JPMorgan Chase
Westlake
09.2020 - Current
  • Managed a portfolio of 450 households with combined balances of over $45M+.
  • Performed comprehensive financial reviews to identify needs and suggest appropriate services and products for high-net-worth clients.
  • Partnered with Home Lending Advisors, Private Client Advisors, and Business Relationship Managers to deepen client engagement.
  • Advised customers on a range of banking services including online banking, fraud mitigation, wealth planning, and credit card solutions.
  • Recognized opportunities for cross-selling additional products and services through client needs analysis.
  • Resolved discrepancies concerning clients' accounts, elevating brand satisfaction.
  • Ensured compliance with all applicable laws and regulations related to business activities.

Relationship Banker / Business Specialist

JPMorgan Chase
Westlake
03.2019 - 09.2020
  • Managed a portfolio of 250 households with combined balances of over $18M+.
  • Connected clients with Private Client Bankers for potential portfolio management, managing combined deposits exceeding $250K.
  • Partnered with Private Client Bankers, Home Lending Specialists, JPMorgan Private Client Advisors, and Business Relationship Managers to deepen client engagement.
  • Facilitated ongoing evaluations of client portfolios via personal meetings or phone engagements to identify supplementary products or services.
  • Built long-term relationships with clients through personalized service and support.

Personal Banker

Chase Bank
Austin
10.2013 - 03.2019
  • Managed a portfolio of 150 households with combined balances of over $5M+.
  • Established and managed client accounts to enhance relationship depth, with an emphasis on partner collaboration.
  • Operated in dual roles as Teller and Personal Banker to fulfill client needs, elevating brand reputation.
  • Identified opportunities for cross-selling additional banking products or services.
  • Managed daily cash drawer balance and corrected discrepancies when required.

Education

Some College (No Degree) - Business Marketing With Minor in Finance

The University of Texas
Austin, TX

Skills

  • Client portfolio management
  • Time management
  • Wealth planning
  • Regulatory compliance
  • Cross-selling strategies
  • Teller experience

Certification

  • Series 6, Series 63, and Life Insurance licenses.

Timeline

Private Client Banker / Business Specialist

JPMorgan Chase
09.2020 - Current

Relationship Banker / Business Specialist

JPMorgan Chase
03.2019 - 09.2020

Personal Banker

Chase Bank
10.2013 - 03.2019

Some College (No Degree) - Business Marketing With Minor in Finance

The University of Texas

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