Rem Sarris
Anaheim,CA
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Advisor Development Program-Private Client Banker
J.P.MORGAN ,CHASE
01.2019 - 12.2022
- Advisor Development Program was a 36 months rotational program provided me with banking and investment knowledge. Received mentorship and coaching needed to become successful Financial Advisor. It included combination of classroom and distant e-learning
- Built investment acumen, gained access to global leaders and mentors and received enhanced professional development
- Deepened client relationships and financial Advisor Concepts
- Acquired and managed assigned clients and proactively meet with them in person/over the phone to build strong meaningful relationships, discovered financial needs, and tailored products and services
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.
- Adhered to policies, procedures and regulatory banking requirements
Personal Financial Advisor
Desjardins
01.2014 - 01.2014
- Established and Maintained business relationship with assigned members of financial assets of 100K.
- Met the financial needs of members, advised them on best strategies to grow their wealth and achieve their goals through investment options
- Conducted regular portfolio reviews to ensure alignment with clients'' evolving financial objectives and market conditions.
- Built long-lasting relationships with clients by providing personalized financial advice and exceptional customer service.
- Managed high-net-worth client accounts with diligence, maintaining confidentiality and adhering to regulatory requirements.
- Identified new business opportunities, solicited customers and sell banking products and services.
Member service Advisor
DESJARDINS
01.2011 - 01.2013
- Assisted customers in opening accounts,loans, line of credits, credit cards, wire transfers ensuring a smooth onboarding experience and high satisfaction levels.
- Selling investments and Mutual Funds and guaranteed term deposits
- Strengthened customer relationships by providing personalized financial advice and identifying suitable banking products.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and interactions with clients.
- Estate settlement
- Increased branch revenue by cross-selling bank products and services to new and existing clients.
- Responsible for safely opening and closing branch
Financial service Agent
DESJARDINS
01.2011 - 01.2011
- Supported our Financial Advisors /Retirement planners and Financial Planners in preparing financial records and documents for their meetings
- Worked closely with the wealth asset management team on investment products and savings
- Initiate contact with members for planning appointments
- Conduct follow up activities to members (monitoring deadlines, confirmation of financial transactions/orders and sale of complementary services.)
Member service Agent (Teller)
DESJARDINS
01.2008 - 01.2011
- Supported clients with all banking transactions .
- Maintained proper cash limits, cashed checks, accepted deposits, and issued bank drafts, money orders, traveler’s checks, cash advances.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Monitored and reported suspicious activity in line with bank security policies.
- Cross-sold credit cards, loans and other bank products.
- Trained new hires on customer service policies and procedures.
Supervisor-Shift Coordinator
BURGER KING
01.2004 - 01.2009
- Open/Close restaurant, Cash handling/Balancing tills/Safe, Count Inventory, Hire employees/Provide training.
Education
B.A.A Bachelors in Business Administration -
John Molson School of Business
Concordia University, Montreal01.2011
DSC (Diploma of Collegial Studies) -
John Abbot College
Saint-Anne-de-Bellevue, Quebec01.2008
Skills
- Proficient in Microsoft Office
- Excellent organizational skills
- Relationship building
- Comprehensive understanding of client confidentiality
- Compliance Knowledge
- Customer Service-Oriented
- Business Development
- Investment Opportunity Identification
- Financial Goal Planning
- Punctual
Certification
- 01/01/19, Present, Securities Industry Essentials (SIE)
- 01/01/19, Present, Series 7- General Securities Representative
- 01/01/19, Present, Series 66- The NASAA Uniform Combined State Law
- 01/01/19, Present, Life and Health Insurance
- 01/01/19, Present, NMLS
Languages
English
Native or Bilingual
French
Native or Bilingual
Arabic
Native or Bilingual
Timeline
Advisor Development Program-Private Client Banker
J.P.MORGAN ,CHASE
01.2019 - 12.2022
Personal Financial Advisor
Desjardins
01.2014 - 01.2014
Member service Advisor
DESJARDINS
01.2011 - 01.2013
Financial service Agent
DESJARDINS
01.2011 - 01.2011
Member service Agent (Teller)
DESJARDINS
01.2008 - 01.2011
Supervisor-Shift Coordinator
BURGER KING
01.2004 - 01.2009
B.A.A Bachelors in Business Administration -
John Molson School of Business
DSC (Diploma of Collegial Studies) -
John Abbot College
- 01/01/19, Present, Securities Industry Essentials (SIE)
- 01/01/19, Present, Series 7- General Securities Representative
- 01/01/19, Present, Series 66- The NASAA Uniform Combined State Law
- 01/01/19, Present, Life and Health Insurance
- 01/01/19, Present, NMLS
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