Ryan Deptula
Summary
Methodical Private Client Banker possessing expertise in managing personal and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 15 years of experience in providing personal financial counseling. Excellent at building and maintaining long term client relationships. Comfortable working independently or as part of professional banking team.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Chase Private Client Banker
JPMorgan Chase
Chatsworth, CA
09.2006 - Current
My current role as a Private Client Banker is to manage affluent client households with a minimum of $250,000 in personal assets held at our firm. I am the primary contact of these clients who are enrolled within the Chase Private Client relationship level. I work closely with our branch partners to ensure that we are providing our clients with dedicated and experienced professionals across several categories of finance and banking.
Education
Bachelor of Arts - Business Administration
Le Moyne College
Syracuse, NY12.2001
Associate of Arts - Business Administration
Onondaga Community College
Syracuse, NY06.1998
High School Diploma -
Bishop Grimes High School
Syracuse, NY06.1996
Skills
- Client Recruiting and Retention
- Investment Opportunity Identification
- Client Needs Assessment
- Client Engagement
- Proposals and Presentations
- Customer Referrals
- Customer Expectations Management
- Financial Goal Planning
- Service-Oriented
- Client Interviews
Accomplishments
8-Time National Achiever for Top 2% of Chase Private Client Bankers in the country since 2011.
Certification
Series 6 License
Series 63 License
CA Life & Health
Timeline
Chase Private Client Banker
JPMorgan Chase
09.2006 - Current
Bachelor of Arts - Business Administration
Le Moyne College
Associate of Arts - Business Administration
Onondaga Community College
High School Diploma -
Bishop Grimes High School
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