Kevin St.Jean
Medford,NY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, relationship building, and goal planning.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Chase Private Client Banker
JPMorgan Chase
04.2024 - Current
- Provided exceptional customer service, promptly addressing inquiries and resolving issues in a timely manner.
- Strengthened relationships with high net-worth clients by offering comprehensive financial planning services.
- Supported colleagues during peak periods or staff absences, demonstrating adaptability and teamwork.
- Enhanced branch revenue by identifying opportunities for cross-selling additional products and services.
- Managed a book of 400 households, reaching out to them regularly for reviews and opportunities to help them with their financial needs.
Financial Consultant
Webster Bank
08.2023 - 04.2024
- Assisted Senior Financial Consultant with existing book of business in identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Partnered with two branches to generate sales and strengthen relationships with new and existing clientele through partnership and coaching of referrals with partners.
- Researched and evaluated potential investment products for clients.
- Educated clients on potential risks and rewards associated with various investments.
Financial Advisor
TD Bank
04.2021 - 07.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans to assess and meet financial goals.
- Partnered with five branches to generate sales and strengthen relationships with new and existing clientele through partnership and coaching of referrals with partners.
Financial Services Representative
TD Bank
08.2017 - 04.2021
- Met with members to understand goals and recommend solutions to fit specific needs.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Sales lead for the branch. Maintained status by being a consistent leader in sales throughout the region.
- Further impacted branches sales goals by collaborating with management to devise and execute strategies to bring in new business and strengthen current relationships.
- Helped train and coach new and existing employees.
Senior Financial Services Representative
Suffolk Federal Credit Union
05.2013 - 08.2017
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Supervisor of the platform- responsible for training and coaching new and existing employees
- Consistent referrer of business to wealth, business, and lending partners.
- Responsible for reviewing new accounts opened on the platform and double checking lending applications submitted and documents collected prior to being forwarded to the lending department.
Education
Business Management
SUNY Stony Brook
High School Diploma -
Longwood High School
05.2009
Skills
- Sales Expertise
- Managing Wealth
- Investment Advising
- Customer Referrals
- Client Interactions
- Client Rapport-Building
- Client Needs Assessment
- Client Meetings
- Goals and Performance
- Customer Loyalty
- Banking
Certification
- Life/ Health/Accidental
- Series 65
- Series 63
- SIE
- Series 7
- Notary
Timeline
Chase Private Client Banker
JPMorgan Chase
04.2024 - Current
Financial Consultant
Webster Bank
08.2023 - 04.2024
Financial Advisor
TD Bank
04.2021 - 07.2023
Financial Services Representative
TD Bank
08.2017 - 04.2021
Senior Financial Services Representative
Suffolk Federal Credit Union
05.2013 - 08.2017
High School Diploma -
Longwood High School
Business Management
SUNY Stony Brook
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