Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Nelrine Barrett

Private Client Banker
New Windsor,NY

Summary

Top producing Private Client banker Excelled in leveraging Salesforce Management to boost investment growth by 12%, demonstrating a blend of strategic problem-solving and interpersonal skills. Achieved a notable 90% in customer satisfaction surveys, underscoring a commitment to excellence and results.

Overview

20
20
years of professional experience
4
4
Certification

Work History

Chase Private Client Banker

JPMorgan Chase
Scarsdale, NY
07.2017 - Current
  • Developed tailored financial plans for clients by conducting thorough assessments of their financial situations and recommend financial guidance meet their short and long-term financial goals.
  • Maximized branch revenue by optimizing daily operations
  • Collaborated with internal partners such as Private Client Advisors, Mortgage Officer, and Business Banker to deliver integrated wealth management strategies resulting in 300% growth in wealth management
  • Developing sale strategy that lead to increase new money by 12%, first time investors by 10%, additional increase in existing investment money by 32%
  • Cross-sell bank services to existing and new customers customers such as opening new accounts, applying for loans, and wealth management. Handles 30 daily clients face to face and phone meeting combined..
  • Leveraged strong communication skills to build rapport with diverse clientele and foster long-term loyalty

Relationship Banker

JPMorgan Chase
Scarsdale, NY
07.2014 - 07.2017
  • Strengthened client relationships, providing personalized banking solutions and excellent customer service.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Increased daily sales 22 % by upselling banking products and financial services to customers.

Personal Banker

JPMorgan Chase
Scarsdale, NY
07.2010 - 09.2014
  • Managed portfolio of 350 clients . Assisted customers with setting up or closing accounts, completing loan applications and other banking services.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques and maintain top Personal banker
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.

Education

MBA - Financial Manager

Ashford University
San Diego, CA
06.2020

Bachelor of Science - Marketing And Finance

Fordham University
The Bronx, NY
05.2009

Skills

  • Teamwork
  • Leadership qualities
  • Issue and conflict resolution
  • Project management
  • Banking Expert
  • Salesforce Management
  • Customer service
  • Interpersonal Skill
  • Problem solving Skill
  • Time management

Languages

English
Native or Bilingual
Spanish
Limited Working

Certification

  • Series 6 and 63 License
  • Life & Health Insurance License
  • National Mortgage Licensing System (NMLS)
  • Notary Public

Timeline

Chase Private Client Banker

JPMorgan Chase
07.2017 - Current

Relationship Banker

JPMorgan Chase
07.2014 - 07.2017

Personal Banker

JPMorgan Chase
07.2010 - 09.2014

MBA - Financial Manager

Ashford University

Bachelor of Science - Marketing And Finance

Fordham University

Similar Profiles

CREATE PROFILE
Nelrine BarrettPrivate Client Banker