Lorenzo Vigil
Denver,COLORADO
Summary
High-performing Private Client Banker at JPMorgan Chase with a proven ability to exceed sales targets, grow client portfolios, and build lasting relationships with affluent clients. Experienced in delivering customized financial solutions and driving revenue through strategic cross-selling and client engagement. Seeking to leverage this foundation in a banker or investment associate role that offers a clear progression into financial advisory and wealth management, with a focus on developing deeper expertise in investment strategy and comprehensive financial planning.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
Arvada, CO
02.2024 - Current
- Focused on managing client relationships to enhance customer satisfaction and retention for a book of business of over 400 households.
- Delivered strong results in new account acquisition through strategic prospecting, networking efforts, and cold client outreach.
- Drove branch growth by proactively uncovering outside assets and converting them into $17M+ in net new money through strategic client engagement and needs-based conversations
- Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management in order to increase investment volume.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations, policies, and company procedures.
- Built long-lasting relationships with my high-net-worth clients, earning their trust and loyalty leading to continuous referrals to me and my advisory team.
- Facilitated successful estate planning discussions, addressing sensitive topics with tact and professionalism to ensure a smooth client experience when dealing with uncomfortable situations.
Client Solutions Manager
Trustech, Inc
Denver, CO
04.2023 - 02.2024
- Implemented client program to maintain contact with decision-makers for assigned high-value accounts.
- Managed, inspired and trained team to get to heart of clients' business problems and discover potential solutions.
- Diversified portfolio for company by bringing in business from multiple industries.
- Supported recruiting team as point-of-contact for questions and concerns and assisted with high-level projects, meetings and presentations.
- Applied consultative approach to client relationship development, resulting in client retention rate 75%.
- Worked with client leadership to develop solutions specifically targeting client business and marketing goals.
Business Development Manager
SNI Companies
Denver, CO
07.2022 - 02.2023
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Researched and identified opportunities for account growth, account penetration and market expansion.
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Reached out to potential customers via telephone, email and in-person inquiries.
- Capitalized on industry and marketplace trends to strategize marketing solutions and enhance business operations.
Account Executive
Frank Recruitment Group
01.2022 - 06.2022
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Identified customer needs to achieve service levels that met and exceeded expectations.
- Negotiated sales deals between customers and agency, resulting in mutually beneficial agreements and cultivated relationships.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Leveraged CRM to collect, organize and manage sales data and customer information.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
Recruitment Consultant
Frank Recruitment Group
06.2021 - 01.2022
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Employed consultative approach to assess customer needs and business challenges.
- Developed advanced understanding of products and services to react to customer objections, competitive questions and other FAQs.
- Directed customer leads to connections department for further assistance.
- Won new business by articulating full value of company's capabilities to prospects.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Sales Associate
Home Depot
Boulder, CO
10.2020 - 05.2021
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories and merchandise care.
- Solved customer challenges by offering relevant products and services.
- Increased sales by offering advice on purchases and promoting additional products.
- Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
- Recommended accessories and complementary purchases to boost revenue.
Sales Canvasser
Ameritech Construction Corporation
03.2020 - 08.2020
- Presented sales presentations and proposals to prospects in territory, identifying positive features and advantages of Ameritech over those of competition.
- Consulted with clients after sales or contract signings to resolve problems and provide ongoing support.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Independent Distributor
Kyani
08.2019 - 05.2020
- Generated leads and cold called customers each week to set up appointments and bring in new business.
- Communicated with suppliers daily about inventory needs and sales success.
- Re-wrote cold calling scripts with every product change to increase overall sales by 16%.
- Delivered top customer satisfaction, reviewing feedback closely and addressing needs and requests of account holders.
Server
Chimera
Boulder, CO
09.2018 - 07.2019
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Increased sales significantly by upselling higher-end products to customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Kept register accurate through correct billing, payment processing and cash management practices.
Landscape Foreman
Landwise
06.2014 - 08.2017
- Monitored weekly and daily scheduled tasks to achieve workflow efficiency.
- Engaged potential leads through great service and product knowledge, turning over 50 prospective clients into paying customers.
- Helped effectively maintain profitability by sourcing cost effective materials.
Education
Bachelor of Science - Economics
University of Colorado At Boulder
Boulder, CO05-2021
Skills
- Customer Satisfaction
- Product knowledge
- Detail-oriented
- Continuous Professional Improvement
- Time management
- Market research
- Negotiating
- Motivation
Certification
- SIE
- Series 6
- Life Insurance
- Notary Public
Timeline
Private Client Banker
JPMorgan Chase
02.2024 - Current
Client Solutions Manager
Trustech, Inc
04.2023 - 02.2024
Business Development Manager
SNI Companies
07.2022 - 02.2023
Account Executive
Frank Recruitment Group
01.2022 - 06.2022
Recruitment Consultant
Frank Recruitment Group
06.2021 - 01.2022
Sales Associate
Home Depot
10.2020 - 05.2021
Sales Canvasser
Ameritech Construction Corporation
03.2020 - 08.2020
Independent Distributor
Kyani
08.2019 - 05.2020
Server
Chimera
09.2018 - 07.2019
Landscape Foreman
Landwise
06.2014 - 08.2017
Bachelor of Science - Economics
University of Colorado At Boulder