Shubhangi Khatu
Pennington,NJ
Summary
Experienced Chase Private Client Banker with a proven track record at JPMorgan Chase, excelling in relationship management and regulatory compliance. Enhanced client satisfaction through tailored banking solutions and educated clients on investment products, contributing to significant asset growth. Known for building strong client relationships and collaborating with Financial advisors to assist clients in reaching their financial goals. Strong communicator and problem solver, dedicated to empowering high net-worth clients in their financial decisions.
Overview
2026
2026
years of professional experience
Work History
Chase Private Client Banker
JPMorgan Chase
2021 - Current
- Strengthened relationships with high net-worth clients by offering comprehensive financial solutions.
- Increased client satisfaction by providing personalized banking solutions tailored to individual needs.
- Educated clients on various investment products, enabling informed decisions regarding portfolio diversification.
- Contributed to the growth of the branch's assets under management through collaboration with Financial Advisors.
- Maintained compliance with regulatory requirements through diligent monitoring of transactions and documentation.
Licensed Relationship Banker
Santander Consumer USA
2019 - 2021
- Educated customers on various lending options available, empowering them to make informed decisions about their finances.
- Collaborated with branch team members to meet monthly targets, enhancing overall branch performance.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Facilitated successful loan application processes by guiding clients through document preparation and submission procedures.
Education
B. Arch -
BKPS College of Architecture
FINRA Licenses, SIE, Series 6, Series 63, Life & Health
Skills
- Customer Service
- Regulatory Compliance
- Problem Solving
- Communication
- Relationship management
Timeline
Chase Private Client Banker
JPMorgan Chase
2021 - Current
Licensed Relationship Banker
Santander Consumer USA
2019 - 2021
B. Arch -
BKPS College of Architecture
FINRA Licenses, SIE, Series 6, Series 63, Life & Health
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