Marco Razon
Las Vegas,NV
Summary
At US Bank, I excelled in client acquisition and financial planning, leveraging cash management and relationship-building skills to enhance team success and client satisfaction. My strategic approach to networking and collaboration spurred business growth, while mentoring and community outreach solidified our brand presence.
Overview
19
19
years of professional experience
Work History
Client Relationship Consultant II
US Bank National Association
Las Vegas, NV
04.2025 - Current
- Cultivated relationships and implemented targeted outreach strategies to enhance new account acquisition efforts.
- Optimized internal processes to enhance operational efficiency and expedite client request responses.
- Developed and implemented effective referral strategies to drive revenue generation through improved teamwork.
- Engaged with banking partners to identify and leverage cross-selling opportunities for business expansion.
- Developed and implemented an adaptive sales process aimed at improving operational efficiency.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Private Client Banker
JPMorgan Chase
Las Vegas, NV
07.2007 - 08.2024
- 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 client’s requests.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Assisted in organizing community outreach events, raising brand awareness among prospective clientele.
- Monitored and updated financial plans to comply with client goals.
- Managed and motivated employees to be productive and engaged in work.
Education
High School Diploma -
Centennial High School
Las Vegas, NV08.2003
Skills
- Client acquisition
- Financial Planning
- Relationship building and management
- Wealth Management
- Business Development
- COI Partnership/ Networking
- Team Collaboration
- Coaching and Development
- Business Relationship Management
- Team Leadership
Accomplishments
Consecutive Chase National achiever, Top 10% in net new money and acquisition. SIE, Series 6, Series 63, Life and Health.
Affiliations
Women on the move, VETS
Timeline
Client Relationship Consultant II
US Bank National Association
04.2025 - Current
Private Client Banker
JPMorgan Chase
07.2007 - 08.2024
High School Diploma -
Centennial High School