Proficient financial professional with significant tenure at JPMorgan Chase, excelling in relationship management and developing innovative strategies that enhance profitability and client satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sr. Home Lending Advisor CPC
JPMorgan Chase
Pittsburgh, PA
09.2023 - Current
Developed relationships with referral sources such as real estate agents and brokers in order to generate new business leads.
Cultivated long-term relationships with existing clients through consistent communication efforts .
Maintained an up-to-date knowledge of applicable laws governing lending practices.
Planned events such as conferences, seminars, workshops. to generate leads and build relationships with potential partners or customers.
Established partnerships with other organizations that would bring value back into the company.
Licensed Private Client Banker /Assistant Vice President
JPMorgan Chase
Pittsburgh, United States
09.2021 - 09.2023
Shared the value of the Chase Private Client Program with affluent clients, implemented the Pick 3 Program, increased sales by 201%, D&I by 104%, and returned the branch to profitability in 2021.
Actively managed banking relationships, partnered with specialists, increased cross-sell ratio by 17% and transaction account base by 21%.
Facilitated account openings, transfers, and closings for our clients.
Collaborated with mortgage and wealth management, and business partners to assist customers with specialized needs.
Licensed Relationship Banker
JPMorgan Chase
Pittsburgh, United States
12.2019 - 09.2021
Provided exceptional customer service to clients by responding to inquiries and resolving account issues promptly.
Developed relationships with customers, offering tailored financial solutions to meet their needs.
Conducted one-on-one meetings with customers to review current accounts and discuss future financial goals.
Educated customers about the features of different bank products, such as checking accounts, debit cards, credit cards, and mobile banking.
Education
MBA - Finance
Southern New Hampshire University
Hooksett, NH
07-2026
B.S. International Business -
La Roche University
08.2019
B.S. Finance -
University of Pittsburgh
05.2018
Skills
Effective Communication
Product Knowledge
Time Management
Creativity/Innovation
Relationship Building
Financial advisory
Mortgage lending
Credit assessment
Collateral evaluation
Certification
Series 63 - Uniform Agent State Law Examination
Series 6 - Investment Company/Variable Contracts Products
Life Insurance
Certified Scrum Master (CSM)
SIE Securities Industry Essentials
Accomplishments
National Achievers Award winner, 2020
Culture Champion 2020,2021
Languages
Arabic
Native/ Bilingual
Timeline
Sr. Home Lending Advisor CPC
JPMorgan Chase
09.2023 - Current
Licensed Private Client Banker /Assistant Vice President