Hi, I’m
LLEWELLYN DANIEL
Acworth,GA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
years of professional experience
1
Certification
Work History
JP Morgan Chase Bank
Private Client Banker
11.2022 - Current
Job overview
- As A Private Client Banker, it is my responsibility to initiate and maintain high-value relationships with our clients
- It is imperative that we establish a plan with each client and follow through using Chase protocols in order to ensure client retention
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience
- Drive business results and acquire new assets, both from existing client base and new client acquisition
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Ensure that proposed solutions fulfill the client's needs and objectives in the short, medium, and long term through a holistic goals-based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
Regions Bank
Senior Relationship Consultant (Nexus)
09.2019 - 11.2022
Job overview
- As a Nexus or Denovo branch, our goal was to establish and grow our branch, laying the foundation for its success from the ground up
- From hands-on tasks such as bagging groceries at the local food market to proactively reaching out to leads through calls and follow-ups, and engaging in door-to-door initiatives to introduce ourselves to businesses, our collective efforts were dedicated to ensuring the thriving integration of our branch within the community for long-lasting impact
- Assisted branch leadership with new business development
- Educated and advise customers on Regions Consumer and Business Products and services, including all loan and deposit types
- Educated customers on emerging technologies and digital solutions to make banking easier and more convenient
- Referred customers to an internal team of experts when additional financial goals and needs are recognized.
5/3 Bank
Personal Banker II
06.2018 - 09.2019
Job overview
- Centering our business around client needs, I creatively sourced borrowing solutions to address a variety of customer concerns
- From facilitating the purchase of a new vehicle to consolidating debt and securing funds for unforeseen emergencies, my role involved tailoring financial solutions that precisely met the unique requirements of each client
- Presented options to customers about ways to make their banking easy and convenient, ensuring the needs of the customer always come first
- Developed strong relationships with other 5/3 banking partners that enable me to introduce customers to specialists who can assist with specific financial needs
- Assisted customers with more complex needs such as personal financial reviews, lending services, small business needs, and retirement.
PNC BANK
Branch Sales and Service Associate
01.2017 - 06.2018
Job overview
- I specialized in strategizing tailored solutions for diverse financial goals, whether it involved planning for retirement, undertaking home improvements, or facilitating the acquisition of a new vehicle
- My primary focus was on assisting clients in identifying the right financial fit for their specific situations
- Acquired and deepened the branch customer base through a variety of proactive sales and service activities
- Managed the customer experience by identifying opportunities to improve the customer's financial well-being
- Collaborated with ecosystem partners to grow customer's share of wallet
- Positions PNC solutions to drive new revenue and customer loyalty.
Education
American Intercontinental UniversityAtlanta, GA
Bachelor Business Admin.
Auburn UniversityAuburn, AL
Certificate of Completion from Cloud System Operations
Thinkul- Cheggs Skills
Certificate of Completion from Cyber Security
Skills
Communication Management Professional (CMP)
Client Engagement
Client acquisition
Relationship Management
Business Development
Sales expertise
Certification
- Cloud System Admin Certification, Auburn University, Auburn, AL
- Series 6
- Series 63
- Securities Industry Essentials Certified
Timeline
Private Client Banker
JP Morgan Chase Bank
11.2022 - Current
Senior Relationship Consultant (Nexus)
Regions Bank
09.2019 - 11.2022
Personal Banker II
5/3 Bank
06.2018 - 09.2019
Branch Sales and Service Associate
PNC BANK
01.2017 - 06.2018
American Intercontinental University
Bachelor Business Admin.
Auburn University
Certificate of Completion from Cloud System Operations
Thinkul- Cheggs Skills
Certificate of Completion from Cyber Security