LUIS PALAN
Summary
Performance-driven Banking Professional with years of experience specializing in portfolio management, consultative financial services, and total relationship deepening. Recognized as a 2024 and 2025 JPMorgan Chase National Achiever, ranking in the top tier of relationship bankers nationwide for elite sales production and client retention. Highly skilled at orchestrating cross-functional partnerships, seamlessly collaborating with Business Banking partners to capture commercial deposits and Mortgage Advisors to drive residential lending pipelines. Proven track record of aggressive outbound prospecting, capturing outside assets via high-value CD closings, and partnering with Wealth Management advisors for complex investment rollovers.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
JP Morgan Chase
Ridgewood, NY
06.2023 - 05.2026
- Successfully captured and transitioned over $10 Million in net new assets through aggressive prospecting, outside money acquisition, and relationship deepening.
- Cultivated and retained a high-value portfolio of mass-affluent and business clients, serving as the primary point of contact
- Partnered closely with J.P. Morgan Wealth Management advisors to identify, pre-qualify, and seamlessly refer complex investment and retirement opportunities, consistently exceeding referral targets.
- Leveraged internal CRM platforms to meticulously manage an active sales pipeline, track client interactions, and execute strategic follow-up schedules.
Senior Relationship Banker
Santander Bank Us
New York, NY
09.2022 - 06.2023
- Worked with clients to address and respond to client and partnership management issues.
- Continually boosted branch production and revenue by 25% by consistently meeting all monthly and quarterly sales goals.
- Provided products and services to each client, working with cross line of business partners
Associate Banker
J.P Morgan Chase
01.2021 - 09.2022
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Universal Banker
NYCB Bank
01.2019 - 12.2020
- Managed and balanced cash vault, audits and general ledger accounts.
- Verified transactions involving cashier's checks, money orders and account transfers.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Education
Bachelor of Science - Accounting
Queens College
New York, NY06-2021
Associates of Applied Science - Business Management
LaGuardia Community College
Long Island City, New York, NY06-2017
Skills
- Portfolio Management
- Asset Gathering
- HNW Client Relations
- Sales & Relationship Strategy
- Financial Expertise
Certification
- FINRA SIE License
- FINRA Series 6 License
- FINRA Series 63 License
- NYS Life, Accident & Health License
- Notary Public License
Languages
Spanish
Timeline
Relationship Banker
JP Morgan Chase
06.2023 - 05.2026
Senior Relationship Banker
Santander Bank Us
09.2022 - 06.2023
Associate Banker
J.P Morgan Chase
01.2021 - 09.2022
Universal Banker
NYCB Bank
01.2019 - 12.2020
Bachelor of Science - Accounting
Queens College
Associates of Applied Science - Business Management
LaGuardia Community College