Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lucinda Delessio

Cape Coral,FL

Summary

Proven track record in wealth management and client acquisition, notably at JPMorgan Chase, where strategic networking and exceptional relationship building led to significant account growth. Skilled in compliance and customer service, my approach enhances client satisfaction and loyalty, driving financial success.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
01.2012 - 05.2020
  • Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
  • Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
  • Coordinated closely with investment specialists to provide well-rounded advice on asset allocation and portfolio management.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.

Licensed Personal Banker

BankUnited
08.2010 - 01.2012
  • Facilitated the resolution of complex client issues in coordination with other departments, ensuring timely responses and satisfactory outcomes.
  • Increased customer satisfaction by diligently addressing inquiries, concerns, and providing personalized banking solutions.
  • Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.
  • Implemented effective referral strategies to establish relationships with potential customers and boost branch growth.
  • Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
  • Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.

Licensed Personal Banker

Wachovia Bank
01.2000 - 11.2009
  • Facilitated the resolution of complex client issues in coordination with other departments, ensuring timely responses and satisfactory outcomes.
  • Increased customer satisfaction by diligently addressing inquiries, concerns, and providing personalized banking solutions.
  • Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.
  • Implemented effective referral strategies to establish relationships with potential customers and boost branch growth.
  • Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
  • Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.

Licensed Customer Representative

Wells Fargo
11.2009 - 09.2010
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues with professionalism.
  • Maintained courteous, friendly atmosphere for guests to increase overall satisfaction and customer service standards.
  • Implemented feedback from regular evaluations to improve personal performance and contribute positively to the team''s collective growth.
  • Embraced spotlight on customer service by creating courteous, friendly atmosphere for guests.

Education

12 Grade -

Fort Myers High School
Ft Myers FL
06.1975

Skills

  • Cash Management
  • Compliance knowledge
  • Client acquisition
  • Relationship Management
  • Wealth Management
  • Debt management
  • Regulatory Awareness
  • Customer Service-Oriented
  • Relationship building and management
  • Banking
  • Financial Services
  • Loans
  • Financial Advising
  • Customer Service
  • Teamwork and Collaboration
  • Relationship Building
  • Client Relations

Certification

Life, Health and Variable Annuity License.

Series 6, and 63

Timeline

Private Client Banker

JPMorgan Chase
01.2012 - 05.2020

Licensed Personal Banker

BankUnited
08.2010 - 01.2012

Licensed Customer Representative

Wells Fargo
11.2009 - 09.2010

Licensed Personal Banker

Wachovia Bank
01.2000 - 11.2009

12 Grade -

Fort Myers High School

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Lucinda Delessio