Summary
Overview
Work History
Education
Skills
Certification
References
Communication Skills
Timeline
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Rosie Zuluaga

Pawtucket,RI

Summary

Seeking a challenging position that will allow me to grow personally and professionally. Knowledgeable with solid background in managing high-value client portfolios and delivering personalized financial solutions. Demonstrated success in building strong client relationships and driving satisfaction through tailored investment strategies. Proven ability to identify and implement effective strategies for asset enhancement while ensuring compliance with regulatory standards. Known for strong collaboration skills and consistent achievement of results. Proficient in financial analysis and risk

Overview

18
18
years of professional experience
1
1
Certification

Work History

Private Client Banker

JP Morgan Chase Bank
01.2023 - Current
  • Build relationship with high-network individuals to understand their needs and provide target advice
  • Teaming with financial adviser provides asset allocation, investment advice, management and wealth planning
  • Exceeding Branch monthly Investment objective
  • High monthly referral

Relationship Banker

JP Morgan Chase Bank
01.2022 - 01.2023
  • Responsible for building and maintaining relationships with customer
  • Provide banking solutions influence and educate clients
  • Partner with specialist, financial advisors Lending advisor and business relationship manager to meet client needs
  • Exceeding monthly incentives by over 150%

Relationship Banker

Citizens Financial Group
01.2021 - 08.2022
  • Responsible for generating growth, by using a customer-based approach, focusing on specific needs
  • Demonstrated the ability to acquire, manage, retain and deepen relationships with customers
  • Uncover customer needs and provide tailor recommendations to those specific needs
  • Work with partners, such mortgage advisors and financial advisors to fulfill all customer needs
  • Responsible for ensuring all accounts are in compliance with KYC policies
  • Top 10 Sales award for citizens bank Q2 2022

Independent Insurance Agent

Zuluaga Insurance Agency
05.2006 - 11.2021
  • Reach out to potential clients to secure appointments and future sales
  • Worked with existing customers to manage and answer existing policies questions, renewals etc
  • Maintained a strong client base

Education

Bachelor of Science - Finance

Rhode Island College
Providence, RI
05.2021

Associates - fine Arts

Community College of Rhode Island
providence, RI
01.2018

Skills

  • Financial solutions tailoring
  • Data analysis
  • Asset allocation
  • Strong referral history
  • Client relationship management
  • Joint meeting facilitation
  • Competitive attitude
  • Self-motivated
  • Strong attention to detail
  • Ability to connect and nurture relationships
  • Ability to leverage technology
  • Ability to perform well in a fast-paced environment
  • Ability to conduct business in Spanish
  • Relationship Management
  • Retirement planning
  • Portfolio Management
  • Wealth Management
  • Asset Allocation
  • Financial Planning

Certification

  • RI Department of Business Regulations
  • FINRA Securities Industry Essentials SIE
  • Series 6
  • Series 63
  • Life Insurance
  • Health Insurance

References

  • Siphon Sue, Siphon.sue@citizensbank.com, Branch Manager, 401-272-7701
  • Heather Gorma, Heather.Gorman@chase.com, Branch Manager JP Morgan Chase, 401-516-944

Communication Skills

Bilingual (Fluent in Spanish)

Timeline

Private Client Banker

JP Morgan Chase Bank
01.2023 - Current

Relationship Banker

JP Morgan Chase Bank
01.2022 - 01.2023

Relationship Banker

Citizens Financial Group
01.2021 - 08.2022

Independent Insurance Agent

Zuluaga Insurance Agency
05.2006 - 11.2021

Associates - fine Arts

Community College of Rhode Island

Bachelor of Science - Finance

Rhode Island College

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Rosie Zuluaga