Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Licenses
Timeline
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Kyle Lovelace

Benton,AR

Summary

Top-tier Private Client Banker with strong background in banking and investment products. Effective at building lasting relationships with clients, achieving sales goals and providing excellent customer service. Strong communication skills committed to understanding client financial needs and goals to provide product solutions.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Chase Private Client Banker

JPMORGAN CHASE & CO
04.2024 - Current
  • Work with high net-worth clients to identify financial needs and provide investment and banking solutions
  • Successfully managed a book of over $12M in deposits and investments
  • Utilized CRM tools effectively for tracking client interactions, ensuring accurate record-keeping and follow-up activities.

Relationship Banker

JPMORGAN CHASE & CO
02.2021 - 04.2024
  • Face-to-face banking, lending, and investment product sales
  • Implement strategies to increase customer retention, enabling investment and banking relationship growth.
  • Successfully managed a 200+ client portfolio wit

Associate Financial Advisor

NORTHWESTERN MUTUAL
10.2019 - 02.2021
  • Scheduled client meetings via phone call and generate new leads in client meetings
  • Establish, track and project production goals
  • Analyzed financial needs of clients and developed tailored strategies to meet goals

Financial Representative Intern

05.2019 - 10.2019
  • Scheduled meetings with prospects
  • Built financial plans for prospects
  • Acquired referrals in client meetings

Education

MBA - Finance

Wilmington University
New Castle, DE
12.2025

Bachelor of Science - Business Administration, Financial Management, Wealth Management

ARKANSAS STATE UNIVERSITY
Jonesboro, AR
05.2019

Skills

  • Excellent Written and Verbal Communication
  • Sales Goal Attainment
  • Complex Problem-Solving
  • Extremely Proficient in Salesforce
  • Working with High Net Worth Individuals

Accomplishments

  • Increased team sales production by 75% over 1 year through efficient goal segmentation
  • Associate Advisor of the Year Award in the Little Rock market at Northwestern Mutual in 2020
  • Lead the AR market in home lending business and referrals for Chase Bank


Certification

  • Series 6
  • Series 63
  • Life and Health Insurance Licenses
  • Notary Public
  • Medallion Stamp Certified

Licenses

  • Series 6
  • Series 63
  • Life Insurance
  • Health Insurance

Timeline

Chase Private Client Banker

JPMORGAN CHASE & CO
04.2024 - Current

Relationship Banker

JPMORGAN CHASE & CO
02.2021 - 04.2024

Associate Financial Advisor

NORTHWESTERN MUTUAL
10.2019 - 02.2021

Financial Representative Intern

05.2019 - 10.2019

MBA - Finance

Wilmington University

Bachelor of Science - Business Administration, Financial Management, Wealth Management

ARKANSAS STATE UNIVERSITY

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Kyle Lovelace