Overview
Work History
Education
Skills
Timeline
Generic
Phoenix Villalobos

Phoenix Villalobos

Tempe,AZ

Overview

5
5
years of professional experience

Work History

Private Client Banker

JPMorgan Chase
12.2022 - Current
  • Managed and developed a portfolio of $94M by conducting an in-depth analysis of clients' financial positions by utilizing the JPMorgan Chase suite of banking and investment products.
  • Analyzed customers' strategic, financial planning, and financial needs; worked cross-functionally with wealth partners to improve client retention and drive top-line growth.
  • Build a sales pipeline with Salesforce CRM.
  • Identify and produce investment, deposit, and loan solutions for new and existing clients.
  • Performing outbound and inbound services to clients.

Client Representative Associate

The Vanguard Group
06.2022 - 12.2022
  • Direct point of contact for retail investors for either retirement or investing account services.
  • Responsible for developing and managing value-adding relationships with retail investors.
  • Execute RMDs, buy and sell mutual funds, and position Vanguard's investment funds.
  • Solutions-oriented approach to help clients via inbound phone calls, ranging from 10 to 30 calls daily.
  • Resolve account maintenance issues while adhering to FINRA regulations.

Educator

Lululemon Athletica
10.2020 - 03.2022
  • Sales service and education of products, events, and brands while creating exceptional customer experiences in a top 5 national gross sales location.
  • Communicate effectively with large-scale teams in a high-paced environment while doing start to finish sales with Scottsdale clientele.
  • Use affable interpersonal skills to analyze potential patrons' needs and wants, build a personalized list of products for maximum customer service fulfillment and satisfaction.

Client Services & Support Intern

Charles Schwab
06.2021 - 08.2021
  • Leveraged company resources to provide first-call resolution for client issues and portfolio inquiries.
  • Ensured all clients' requirements are understood and translated into effective communicative results.
  • Analyze market data to lead team meetings to communicate anticipated client need.

Education

Bachelor of Business Administration - Finance & Sports Business

ARIZONA STATE UNIVERSITY
12.2022

Skills

FINRA SIE

FINRA Series 7

FINRA Series 63

Life & Health Insurance Producer

Timeline

Private Client Banker

JPMorgan Chase
12.2022 - Current

Client Representative Associate

The Vanguard Group
06.2022 - 12.2022

Client Services & Support Intern

Charles Schwab
06.2021 - 08.2021

Educator

Lululemon Athletica
10.2020 - 03.2022

Bachelor of Business Administration - Finance & Sports Business

ARIZONA STATE UNIVERSITY

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Phoenix Villalobos