Summary
Overview
Work History
Education
Skills
Timeline
Generic
Mary Beth Isom

Mary Beth Isom

Private Client Banker
Napavine,WA

Summary

Wealth, Investment, & Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 11 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.

Overview

12
12
years of professional experience

Work History

Private Client Banker

JP Morgan Chase
Olympia , WA
03.2022 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Provided administrative support to team of wealth management experts creating advice-based solutions.
  • Provided leadership and direction to grow team portfolio and increase revenue.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.

Licensed Relationship Manager/Private Client Banke

KeyBank National Association
Centralia, WA
11.2018 - 03.2022
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.

Licensed Insurance Agent

American Family Insurance
Centralia, WA
11.2011 - 11.2018
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Provided coverage option information to assist clients in protecting assets.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.

Education

G.E.D. Notary Public. Medallian Guaranteed Certifi

Centralia College
Centralia, WA

Skills

  • High Net Worth Individuals Marketing
  • Financial Goal Planning
  • Coaching and Mentoring
  • Complex Problem-Solving
  • Business Relationship Management
  • Partnership Management

Timeline

Private Client Banker

JP Morgan Chase
03.2022 - Current

Licensed Relationship Manager/Private Client Banke

KeyBank National Association
11.2018 - 03.2022

Licensed Insurance Agent

American Family Insurance
11.2011 - 11.2018

G.E.D. Notary Public. Medallian Guaranteed Certifi

Centralia College

Similar Profiles

CREATE PROFILE
Mary Beth IsomPrivate Client Banker