Kyle Florence
Mercer Island,Washington
Summary
Dedicated Private Client Banker with a proven track record at JPMorgan Chase Bank, adept at relationship building and portfolio management. Expert in identifying growth opportunities while delivering exceptional customer service. Skilled in wealth management and problem-solving, fostering trust and loyalty among high-net-worth clients.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase Bank, N.A.
04.2024 - Current
- Managed client relationships to ensure tailored banking solutions.
- Analyzed client portfolios to identify growth opportunities and risk management strategies.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Collaborated with banking partners to maximize referral opportunities and deepen relationships.
- Proactively identified potential issues within client portfolios, taking timely action to mitigate risks or capitalize on opportunities.
Business Solutions Advisor
Bank Of America, N.A.
07.2022 - 08.2023
- Analyzed client needs to recommend tailored banking solutions.
- Delivered superior customer service, addressing concerns promptly and ensuring client satisfaction.
- Developed and maintained long-term relationships with clients, fostering strong service bonds and encouraging return patronage.
Relationship Manager Lending Specialist
Bank of America
03.2021 - 07.2022
- Cultivated strong client relationships through regular communication and personalized service.
- Executed strategic account management initiatives to meet client needs effectively.
- Coordinated cross-functional teams to resolve client issues and improve satisfaction rates.
Relationship Banker
Bank of America, N.A.
11.2019 - 03.2021
- Assisted clients in account management, ensuring accuracy and compliance with banking regulations.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Client Service Representative
Bank of America
01.2018 - 11.2019
- Collaborated with team members to resolve complex client issues effectively.
- Processed customer transactions accurately and efficiently, enhancing service quality.
- Managed cash drawer, vault and ATMs, ensuring accurate cash handling.
Assistant Manager
Corningware Corelle & More
02.2016 - 02.2017
- Led team in achieving sales targets through effective staff training and performance management.
- Managed inventory control systems, ensuring accurate stock levels and timely replenishment of merchandise.
- Mentored junior staff, fostering a collaborative environment that encouraged professional growth and development.
Education
Bachelor of Science - Economics
Montana State University
Bozeman, MT06-2015
Skills
- Relationship building and management
- Client acquisition
- Portfolio management
- Wealth management
- Debt management
- Regulatory awareness
Accomplishments
Achieved 100% OSAT by building trust through clear client communication and anticipation of needs.
Certification
SIE, Series 6, Series 63, WA Life Insurance, WA Notary Public, Medallion
Timeline
Private Client Banker
JPMorgan Chase Bank, N.A.
04.2024 - Current
Business Solutions Advisor
Bank Of America, N.A.
07.2022 - 08.2023
Relationship Manager Lending Specialist
Bank of America
03.2021 - 07.2022
Relationship Banker
Bank of America, N.A.
11.2019 - 03.2021
Client Service Representative
Bank of America
01.2018 - 11.2019
Assistant Manager
Corningware Corelle & More
02.2016 - 02.2017
Bachelor of Science - Economics
Montana State University