Summary
Overview
Work History
Education
Skills
Timeline
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Richard Mildaus Jr

Dyer,IN

Summary

Experience and result-driven Private Client Banker with strong background in cultivating and managing relationships with high-net-worth individuals and business's. Proven track record in delivering tailored financial solutions, exceeding client expectations, and driving business growth. Seeking a challenging Business Relationship Management position to leverage expertise in strategic relationship-building, portfolio Management, and cross-functional collaboration within a dynamic Financial Services firm.

Overview

14
14
years of professional experience

Work History

Chase Private Client Banker

JPMorgan Chase
01.2016 - Current


  • Contributed to the growth of the branch''s assets under management through effective business development efforts.
  • Strengthened relationships with high net-worth clients by offering comprehensive financial planning services.
  • Conduct regular check ins with Relationship bankers to align on targets, client opportunities and potential challenges.
  • Partnered with Relationship bankers to host meetings with clients, demonstrating a unified approach. Assisting in uncovering additional opportunities and relevant solutions.
  • Provided exceptional customer service, promptly addressing inquiries and resolving issues in a timely manner.
  • Stayed current on industry trends, regulations, and competitor offerings through continuous professional development and training.
  • Increased client satisfaction by providing personalized banking solutions tailored to individual needs.
  • Leveraged strong communication skills to build rapport with diverse clientele and foster long-term loyalty.

Financial Consultant

Forsters Financial
12.2014 - 09.2015
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
  • Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
  • Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
  • Led workshops on personal finance topics to educate community members about effective money management practices.

Licensed Personal Banker

Fifth Third Bank
01.2011 - 08.2015
  • Implemented effective referral strategies to establish relationships with potential customers and boost branch growth.
  • Developed strong relationships with local businesses as part of community outreach efforts aimed at expanding the bank''s presence in the area.
  • Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
  • Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
  • Enhanced customer loyalty by offering exceptional service during account openings, loan applications, and credit card processing.
  • Collaborated with team members to ensure seamless service delivery during high-volume periods or staff shortages.
  • Mentored new employees on company policies, procedures, and best practices in personal banking services.

Education

Bachelor of Science - Criminal Justice

Calumet College of St Joseph
Whiting, IN
05.2006

Skills

  • Series 6, 63 Licenses
  • Life and health insurance License

Timeline

Chase Private Client Banker

JPMorgan Chase
01.2016 - Current

Financial Consultant

Forsters Financial
12.2014 - 09.2015

Licensed Personal Banker

Fifth Third Bank
01.2011 - 08.2015

Bachelor of Science - Criminal Justice

Calumet College of St Joseph

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Richard Mildaus Jr