Kyle Ferguson
Wellston
Summary
Dynamic Branch Manager at JPMorgan Chase with a proven track record in portfolio management and relationship building. Expert in identifying process improvements and enhancing customer service, resulting in increased profitability. Skilled in effective communication and conflict resolution, fostering long-term client relationships while ensuring compliance and financial performance excellence.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Branch Manager
JPMorgan Chase
Athens
05.2024 - Current
- Identified opportunities for process improvement initiatives within the branch.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Monitored financial performance of the branch on a monthly basis.
- Conducted regular performance reviews for all employees in the branch.
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
Retirement Consultant
Empower Retirement
Bidwell
10.2023 - 05.2024
- Analyzed client portfolios, investment objectives and risk tolerance levels.
- Responded promptly to inquiries from existing or potential customers regarding retirement plans.
- Educated clients on the advantages and disadvantages of various types of retirement accounts.
- Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
Relationship Banker
JPMorgan Chase
Athens
09.2022 - 10.2023
- Built long-term relationships with customers by providing personalized service and support.
- Provided financial advice to clients based on their needs and goals.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Advised customers on bank products, services and financial planning options.
- Proactively reach out to clients to build relationships with existing clients, or show clients the value of expanding their relationship with Chase.
Education
Bachelor of Arts - Finance
Wilmington University
New Castle, DE05-2027
High School Diploma -
Alexander Local Schools
Albany05-2012
Skills
- Portfolio management
- Customer service
- Effective communication
- Relationship management
- Conflict resolution
- Goals and performance
Certification
- Series 7
- Series 6
- Series 63
- Life and Health
Timeline
Branch Manager
JPMorgan Chase
05.2024 - Current
Retirement Consultant
Empower Retirement
10.2023 - 05.2024
Relationship Banker
JPMorgan Chase
09.2022 - 10.2023
Bachelor of Arts - Finance
Wilmington University
High School Diploma -
Alexander Local Schools