Summary
Overview
Work History
Education
Skills
Timeline
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Ronan Lynch

New Windsor

Summary

Dynamic and goal-oriented financial professional striving to further career growth and development. Proven track record of success via collaboration with high-performance sales teams. Creative problem solver who can profile, formulate, and implement solutions while closely adhering to firm and industry guidelines. Prioritizes client relationships and partnership across platform to achieve multi-tiered success.

Overview

16
16
years of professional experience

Work History

Private Client Banker

JP Morgan Chase
10.2011 - 08.2024
  • Worked within exclusive Chase Private Client team to address affluent clients' comprehensive banking, lending, investment, and business goals
  • Served as primary point of contact to manage client relationships, helping to grow branch deposit and investment balances from estimated $190 million to estimated $867 million during tenure in branch
  • Aided multiple JPM Private Client Advisors to profile clients and analyze investment products to develop customized financial strategies and solutions
  • Partnered with Mortgage Bankers to help in clients' home-lending needs, including new purchases, mortgage refinance, and home equity products
  • Partnered with Business Relationship Managers to meet small and middle market business owners' cash-flow, lending, deposit, and investment needs
  • 2012 National Achiever

Personal Banker

JP Morgan Chase
11.2008 - 10.2011
  • Implemented banking, lending, and investment solutions for existing and new-to-bank clients, with focus on adding value that would help to make Chase their primary financial institution
  • Partnered with Financial Advisors, Loan Officers, and Business Bankers to consolidate and grow investment balances, provide solutions to home lending needs, and cultivate and grow business banking and lending relationships
  • Ranked in top 20% of banker production within the NY North district every year during tenure in branch

Education

Bachelor of Arts - Journalism

University of Maryland, College Park
College Park, MD
05-2005

Skills

  • Relationship building and management
  • Banking
  • Customer Service-oriented
  • Sales expertise
  • Creative thinking
  • Business development
  • Credit analysis
  • Compliance

Timeline

Private Client Banker

JP Morgan Chase
10.2011 - 08.2024

Personal Banker

JP Morgan Chase
11.2008 - 10.2011

Bachelor of Arts - Journalism

University of Maryland, College Park

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Ronan Lynch