Job Search Status
Open to workDesired Job Title
Financial Relationship ConsultantBusiness Development SpecialistCommercial BankerWork Type
Full TimeLocation Preference
RemoteHybridLocation: Olathe, KS
Open to relocation: No
Open To Work
Martell Morton
Olathe,KS
Work Preference
Summary
Innovative and adaptable professional with a passion for turning ideas into impact. I bring a unique blend of creativity, strategic thinking, and hands-on execution to every project. Whether collaborating across teams or diving into solo challenges, I thrive on delivering meaningful results with energy and originality.
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
6
6
years of professional experience
Work History
Personal Banker - IRA Specialist
CommunityAmerica Federal Credit Union
Leavenworth
04.2025 - Current
- Developed personalized financial solutions to meet diverse member needs.
- Provided exceptional customer service to enhance member satisfaction and retention.
- Trained new staff on products, services, and operational procedures to promote efficiency.
- Analyzed member accounts to identify opportunities for cross-selling additional services.
- Facilitated loan applications and account openings, ensuring compliance with regulations.
- Administered IRA accounts, ensuring compliance with regulatory requirements and internal policies.
- Provided expert guidance on retirement planning strategies, enhancing client satisfaction and engagement.
Private Client Banker
J.P. Morgan Chase
Shawnee Mission
10.2024 - 04.2025
- Contact clients about helping them improve their portfolio, and manage their finances.
- Managing clients' financial circumstances and providing them with financial recommendations.
- Developed customized financial solutions for high-net-worth clients to enhance portfolio performance.
- Managed client relationships, ensuring satisfaction through personalized service and regular communication.
Personal Banker
Community America Federal Credit Union
Olathe
08.2021 - 10.2024
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Facilitated client onboarding by assessing financial needs and recommending appropriate banking products.
- Strengthened customer relationships through regular follow-ups and personalized service initiatives.
- Facilitated loan applications and account openings, ensuring compliance with regulations.
Real Estate Wholesaler
Self Employed
Raytown
12.2020 - 01.2022
- Conducted market research and reported on competitors.
- Developed promotional materials, such as brochures and catalogs, for marketing campaigns.
Financial Relationship Consultant
U.S. Bank
Raytown
03.2020 - 12.2020
- Led cross-functional teams to enhance process efficiency and improve client satisfaction.
- Developed strategic recommendations based on comprehensive market analysis and stakeholder feedback.
- Mentored junior consultants, fostering professional growth and enhancing team performance.
- Implemented risk management strategies to mitigate financial impacts and ensure compliance with regulations.
- Cultivated strong client relationships through personalized financial advice and support.
Education
Associate of Applied Science - Business Administration And Management
Johnson County Community College
Overland Park, KS05-2029
High School Diploma -
Blue Springs South High School
Blue Springs, MO05-2010
Skills
- Salesforce CRM
- Banking
- Loan origination
- Retirement Specialist
- Credit Analysis
- Retirement planning
- Financial services
- Portfolio management
- Relationship building
- Financial advising
Timeline
Personal Banker - IRA Specialist
CommunityAmerica Federal Credit Union
04.2025 - Current
Private Client Banker
J.P. Morgan Chase
10.2024 - 04.2025
Personal Banker
Community America Federal Credit Union
08.2021 - 10.2024
Real Estate Wholesaler
Self Employed
12.2020 - 01.2022
Financial Relationship Consultant
U.S. Bank
03.2020 - 12.2020
Associate of Applied Science - Business Administration And Management
Johnson County Community College
High School Diploma -
Blue Springs South High School