Lucas Hartings
Columbus,OH
Summary
A focused leader with extensive experience working in cohesion with a team in a high-intensity sports environment and now alongside colleagues in an intense workplace environment. Determined to exceed expectations even if unexpected challenges arise. Passionate about strategic play implementation and proactive about learning new strategies to contribute to a team's success. Adaptable and able to internalize constructive criticism from clients, coworkers, and bosses to improve. A competitive, performance oriented individual driven by growth and the pursuit of perfection.
I spent time as a D1 collegiate quarterback representing Western Michigan University as well as Robert Morris University before hanging the cleats up. I had then transferred and earned a degree in Business Administration: Financial Planning from Liberty University.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate Banker
J.P.Morgan Chase
Columbus, OH
05.2023 - Current
A dedicated and results-oriented banker with years of experience in the financial industry. Proven track record of accelerating client referrals, managing client portfolios, ensuring compliance with regulatory standards, etc. I have developed and possess strong analytical skills, attention to detail, and have committed to delivering exceptional customer experiences and building long-lasting client relationships.
- Collaborated alongside internal teams; managers, bankers, investment advisors and wealth planners.
- Performed account reconciliations on a regular basis.
- Participated in team meetings to discuss performance metrics and strategies for improvement.
- Assisted customers with account opening and maintenance.
- Educated customers about the features and benefits of different types of banking products offered by the bank.
- Developed detailed knowledge of products offered by the bank including deposit accounts, investments, loans.
- Established strong relationships with customers to increase customer loyalty.
Education
High School Diploma -
Worthington Christian High School
Worthington, OH05.2020
Associate of Applied Business - Finance
Western Michigan University
Kalamazoo, MIBusiness - Finance
Robert Morris University
Coraopolis, PABachelor of Business Administration - Financial Planning
Liberty University
Lynchburg, VA08-2024
Skills
- Sales proficiency
- Financial Planning
- Portfolio Management
- Regulatory Compliance
- Customer Service
- Consumer Banking
- Generating referrals
- Asset Management
- Prospecting abilities
Accomplishments
- As a player, contributed to a Division 1 Championship Football Team
- Earned a degree in Business Administration: Financial Planning
- Reoccurring Member of Dean's List
Certification
- Microsoft Excel Certification
Timeline
Associate Banker
J.P.Morgan Chase
05.2023 - Current
High School Diploma -
Worthington Christian High School
Associate of Applied Business - Finance
Western Michigan University
Business - Finance
Robert Morris University
Bachelor of Business Administration - Financial Planning
Liberty University
- Microsoft Excel Certification
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