Paul Twum
Jacksonville
Overview
11
11
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase Bank
06.2021 - Current
- Developed & Managed book of business with Affluent Business & Personal Households worth $100+ Million.
- Worked with high-net-worth individuals to manage their wealth, offering personalized financial strategies and access to a range of banking and investment services.
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- Collaborated with branch managers and market directors to support client needs.
- Regularly conducted in-person/outbound calls with existing clients, referrals, and centers of influence.
- 2023 Outstanding Branch Performer
Relationship Banker
JPMorgan Chase Bank N.A.
09.2018 - 05.2021
- Introduced eligible clients to Chase Private Client team.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Personal Banker
JPMorgan Chase Bank N.A.
08.2017 - 08.2018
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Teller
Wells Fargo Bank, N.A.
06.2016 - 08.2017
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Sales Associate
The Home Depot
08.2014 - 03.2017
- Prepared merchandise for sales floor
- Answered customer questions about sizing, accessories, and merchandise care.
Education
BBA - Finance & Financial Planning
University Of North Florida
Jacksonville, FL2019
Skills
- Excellent communication skills
- Experience cultivating relationships with affluent clients
- Strong interpersonal, sales and relationship management skills
- Experience using financial planning software; demonstrated ability to deliver advisor led financial planning
- CFP Candidate
Certification
- Series 6
- 2-14 Resident Life (Including Annuities & Variable Contracts) Agent License
- Small Business Specialist
- Florida Notary
Timeline
Private Client Banker
JPMorgan Chase Bank
06.2021 - Current
Relationship Banker
JPMorgan Chase Bank N.A.
09.2018 - 05.2021
Personal Banker
JPMorgan Chase Bank N.A.
08.2017 - 08.2018
Teller
Wells Fargo Bank, N.A.
06.2016 - 08.2017
Sales Associate
The Home Depot
08.2014 - 03.2017
BBA - Finance & Financial Planning
University Of North Florida
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