Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
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Noor Salman

Pittsburgh,United States

Summary

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

JPMorgan Chase
09.2021 - 09.2023

Licensed Relationship Banker

JPMorgan Chase
12.2019 - 09.2021

MBA - Finance

Southern New Hampshire University

B.S. International Business -

La Roche University

B.S. Finance -

University of Pittsburgh