Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rustu Tas

Staten Island,NY

Summary

To Obtain a position where I can utilize my acquired sales skills and leadership ability to market forward-thinking, solution-oriented strategies. Prospect new leads continuously and sustain strong sales channels to drive revenue growth. Business Minded Private Client Banker with a solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills are what I pride myself on along with being committed to making customers understand financial needs, goals and options.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
06.2021 - Current
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • 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.
  • Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
  • Conducted comprehensive reviews of clients'' financial situations, developing customized wealth management plans.

Project Manager

Square 2 Interiors
06.2019 - 03.2020
  • Created and maintained schedule to protect company from dead-deal expense while meeting contractual obligations.
  • Scheduled workforce needs with superintendents and allocated company resources to meet project requirements.
  • Achieved maximum cost effectiveness by providing value engineering for construction means and methods.
  • Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.

Trader/Broker

First Standard Financial
01.2017 - 05.2019
  • Educated customers about trade risk and suitable investment prospects.
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Built strong relationships with clients by providing insightful market commentary and personalized investment advice.
  • Increased trading profits by implementing effective risk management strategies and optimizing trade execution.

Trainee Broker

First Standard Financial
01.2015 - 01.2017
  • Learned new materials, processes, and programs quickly.
  • Learned Market Statistics/Trends/History and other sales information critical to position.
  • Excelled in aiding senior broker new client acquisition.
  • Contacted customers and prospects to generate new business to achieve company growth goals.

Sales Rep

86th Street Chevrolet
01.2009 - 01.2015
  • Enhanced company reputation by providing exceptional customer service and support.
  • Contributed to team sales goals by upselling products and services to customers.
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Improved client retention rates by building strong relationships and offering personalized solutions to their needs.
  • Exceeded performance targets through diligent work ethic and focus on results-driven tasks.

Education

Liberal Arts And Sciences

College of Staten Island of The City University of New York
Staten Island, NY
4.2012

Skills


  • Investment Advisory
  • Trust Services
  • Financial Analysis
  • Interpersonal skills
  • Multi-tasking strength
  • Point of sale knowledge
  • Product and service sales
  • Exceptional customer service
  • Communication skills

Certification

  • Series 7/SIE
  • Series 63
  • Life & Health

Timeline

Private Client Banker

JPMorgan Chase
06.2021 - Current

Project Manager

Square 2 Interiors
06.2019 - 03.2020

Trader/Broker

First Standard Financial
01.2017 - 05.2019

Trainee Broker

First Standard Financial
01.2015 - 01.2017

Sales Rep

86th Street Chevrolet
01.2009 - 01.2015

Liberal Arts And Sciences

College of Staten Island of The City University of New York

Similar Profiles

CREATE PROFILE
Rustu Tas