Saria Campers
Rohnert Park,CA
Summary
Accomplished Private Client Banker with a proven track record at JP Morgan Chase, excelling in strategic account growth and efficiency enhancements. Expert in financial analysis and investment strategy, backed by Series 6 and Series 63 certifications. Renowned for exceptional relationship-building and mentoring skills, significantly contributing to team success and client satisfaction.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Private Client Banker
JP Morgan Chase
02.2024 - Current
- Connect clients with my team of experts who can help with specialized financial needs, such as Financial Advisors, Home Lending Advisors, and Business Relationship Managers
- Expert when it comes to our products and services, able to provide solutions and advice with 6 years of experience at Chase
- Excellent with policy and procedures and sharing that knowledge to help elevate my team
- Leader to my team on best practices in relationship management and product knowledge, contributing to team success overall
- Manage my book of business consisting of high net worth clients through creating strong relationships with my clients
- Maintain a pipeline of new or existing customer relations
Relationship Banker
JPMorgan Chase
05.2021 - 01.2024
- Collaborate with my team to provide solutions to client's financial needs
- Tailor advice and solutions to fit client's need
- Manager on duty/supervisor for my team, confident when it comes to deescalating situations
- Always open to feedback and willing to expand my knowledge
- Add value to customers over the phone
- Participate in ongoing training to enhance my own job skills and knowledge
- Worked closely with my Financial Advisor and Home lending Advisor to refer clients
Associate Banker
JPMorgan Chase
01.2020 - 04.2021
- Built strong relationships, trust, and connections with clients through consistent communication and personalized attention to individual needs
- Always willing to go above and beyond to provide the best customer experience
- Mentor and leader to other Associate Bankers to teach them skills to elevate their job performance
- Leveraged my team and used my resources to provide the best customer experience
- Became a master in digital banking utilizing Chase products and services
- Critical thinker in a fast paced environment
Teller
JP Morgan Chase
09.2018 - 12.2019
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible
- Delivered a phenomenal personable customer service experience
- Gained clients trust by being professional, positive, and maintaining excellent communication skills
- Assisted customers with range of banking needs
- Efficient cash handling skills while working in a fast paced environment
- ATM custodian and responsible for branch entities
Certification
Securities Industry Essentials
Series 6
Series 63
Life insurance
Notary
Timeline
Private Client Banker
JP Morgan Chase
02.2024 - Current
Relationship Banker
JPMorgan Chase
05.2021 - 01.2024
Associate Banker
JPMorgan Chase
01.2020 - 04.2021
Teller
JP Morgan Chase
09.2018 - 12.2019