Margaret Baez
Woodbridge,NJ
Summary
Fifteen year results-oriented banking professional in a rapidly changing economic landscape with intimate needs of my client base. Skilled at client satisfaction, regulatory compliance and high sales production.
Overview
14
14
years of professional experience
Work History
Private Client Banker
JPMorgan Chase Bank, N.A.
East Brunswick, NJ
09.2018 - Current
- Demonstrates expertise in product knowledge and regulatory controls, ensuring compliance and offering accurate financial advice.
- Effective identifier of cross-sale opportunities and referral source for lines of business in wealth management, home finance and commercial baking opportunities.
- Manages a book of 400 clients including 150 business clients, delivering tailored financial solutions with an exceptional contact rate.
- Strong networking skills for referral based business growth.
Licensed Personal Banker
Wells Fargo, N.A.
West Long Branch, NJ
06.2011 - 08.2018
- Successfully managed client relationships and facilitated achievement goals.
- Cultivated long lasting relationships with clients leveraging referral growth.
- Assisted all client needs on a daily basis ensuring an exceptional customer experience.
- Achieved Series 6, Series 63, and New Jersey Life & Health Insurance licenses.
Education
BBA - Business Administration And Management
DeVry University
Iselin05-2013
Skills
- Expert in analytical thinking and problem resolution
- Adept at building strong relationships with affluent clients and business leaders
- Highly skilled cross-selling various lines of business
- Reliable leader and mentor to colleagues seeking performance feedback and guidance
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Private Client Banker
JPMorgan Chase Bank, N.A.
09.2018 - Current
Licensed Personal Banker
Wells Fargo, N.A.
06.2011 - 08.2018
BBA - Business Administration And Management
DeVry University
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