Marco Chicchon
Summary
I am an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. I show passion, commitment and drive to deliver an experience that improves our clients’ financial lives. I believe with my years of experience in financial services and knowledge of financial services industry, products and solutions that I'd be a great addition to any financial institution.
Overview
7
7
years of professional experience
Work History
Licensed Relationship Banker
Wells Fargo
03.2024 - Current
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
- Review and analyze moderately complex customer concerns for possible resolution through internal applications and resolution protocols
- Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in specific departments to continue to meet those client needs and provide a holistic approach
- Collect information directly from clients regarding income, assets, investments, and credit: then analyzing that information to properly provide options and services that will best meet client financial needs and goals
- Build Relationships with colleagues, affluent customers, and partners to acquire, deepen, and retain relationships in order to help customers succeed financially
Private Client Banker
JP Morgan Chase
03.2023 - 09.2023
- Achieved branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about different products and services
- Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
- Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to facilitate banking
- Referred customers to an internal team of experts when complex financial goals and needs are recognized
- Served as a primary point of contact for high net worth clients, building and maintaining strong relationships
- Participated in professional development and training programs to stay updated on industry trends and best practices.
Licensed Relationship Banker
Wells Fargo
12.2021 - 03.2023
- Provided a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
- Owned and resolved customer issues
- Conducted financial reviews and made appropriate product and service recommendations to clients
- Acted as a subject matter expert for banking products, services, and policies to provide accurate and efficient customer service
- Demonstrated strong knowledge of regulatory compliance and adhered to all bank policies and procedures.
- Collaborated with a team of bankers and financial advisors to crosssell and refer clients to other lines of business
Personal Banker
Wells Fargo
03.2019 - 12.2021
- Recommended and sold various banking products and services to meet the financial needs of clients
- Developed and maintained strong relationships with clients, resulting in a high rate of retention and referrals
- Assisted clients with account openings, closings, and other account maintenance requests
- Conducted credit and risk assessments to determine eligibility for loans and other credit products
- Performed cash handling and balancing responsibilities accurately and efficiently
- Resolved customer inquiries and concerns promptly and professionally
Teller
Wells Fargo
02.2018 - 03.2019
- Processed customer transactions, including deposits, withdrawals, and check cashing
- Balanced cash drawer at the beginning and end of each shift
- Assisted customers with account inquiries and provided excellent customer service
- Promoted bank products and services to customers
- Maintained knowledge of bank policies and procedures
- Managed large amounts of cash accurately and securely
- Completed daily reports and paperwork accurately
- Participated in training and development programs to enhance skills and knowledge
- Followed security procedures to prevent fraud and maintain customer confidentiality.
Education
High School Diploma -
Osborne High School
Marietta, GA05-2016
Skills
- Ability to adhere to policies, procedures, and guidelines
- Knowledge in branch banking compliance controls, risk management and loss prevention
- Ability to assist customers with digital banking offerings
- Excellent verbal, written, and interpersonal skills
- Mentoring and Peer Coaching
- Proficient with sourcing, acquiring, building and maintaining relationships with customers and colleagues
- Experience using strong business acumen to provide financial services consultation to all clients
- High motivation with ability to successfully meet team objectives while maintaining individual performance
Accomplishments
Series 6, 63, SIE FINRA
Life Insurance/ Variable Products License
Languages
English
Spanish
Portuguese
Timeline
Licensed Relationship Banker
Wells Fargo
03.2024 - Current
Private Client Banker
JP Morgan Chase
03.2023 - 09.2023
Licensed Relationship Banker
Wells Fargo
12.2021 - 03.2023
Personal Banker
Wells Fargo
03.2019 - 12.2021
Teller
Wells Fargo
02.2018 - 03.2019
High School Diploma -
Osborne High School
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