Sai Zhang
Portland,OR
Summary
2022 Bank of America Pinnacle Diamond Award recipient with a proven track record of excellence. Seasoned banking professional with nearly ten years of experience in client relationship management, investment referrals, and financial solutions. Skilled in uncovering client objectives through personalized discussions and delivering tailored strategies. Recognized as a collaborative team member who consistently delivers holistic, client-centric outcomes.
Overview
9
9
years of professional experience
4
4
Certifications
2
2
Languages
Work History
Private Client Banker
J.P. Morgan Chase
08.2023 - Current
- Serve as the dedicated banker for Chase Private Clients, providing tailored solutions for banking, lending, and investments.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Manage and grow mass affluent relationships, identifying cross-sell opportunities, and referring to J.P. Morgan Wealth Management.
- Partner with advisors and specialists to deliver integrated financial guidance.
- Conduct proactive client outreach, and periodic financial reviews, to strengthen engagement.
Relationship Banker
Bank of America
01.2022 - 07.2023
- Led needs-based conversations with mass affluent clients to uncover investment, credit, and savings opportunities.
- Referred to Merrill and internal partners to support long-term financial goals.
- Utilized planning tools to increase appointment conversion and satisfaction scores.
- Supported financial center operations and team coaching during peak hours.
Customer Service Representative
Bank of America
10.2016 - 01.2022
- Delivered consistent, high-quality customer support across banking products and channels.
- Recognized for swift issue resolution and de-escalation skills.
- Educated customers on digital tools and financial wellness basics to increase adoption and confidence.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
Bachelor of Science - Marketing & Advertising
Portland State University
Portland, OR06.2020
Skills
Relationship management
Financial advising
Portfolio management
Problem-solving
Cross-selling expertise
Certification
- FINRA SIE (Securities Industry Essentials)
Timeline
Private Client Banker
J.P. Morgan Chase
08.2023 - Current
Relationship Banker
Bank of America
01.2022 - 07.2023
Customer Service Representative
Bank of America
10.2016 - 01.2022
Bachelor of Science - Marketing & Advertising
Portland State University
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