Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Work Availability
Quote
Timeline
GeneralManager
Spencer Stabler

Spencer Stabler

Financial Solutions Expert
St. Petersburg,FL

Summary

Motivated and self driven individual with experience in relationship management, customer service, and sales. Offering 12 years successful experience in outside/inside sales thru an advised based approach. Expert at understanding client needs thru rapport building interpersonal skills. Excellent interpersonal and time management skills. History of success when working as part of a team and independently.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Private Client Banker AVP SBS

JPMorgan Chase
05.2016 - Current
  • Contributed to branch P/L by increasing D&I thru affluent client acquisition and existing client (business and personal) retention. Performance level-1 branch 4 of the 7 years in the market.
  • Ranked top 5 or better amongst peers in the market 80% of the year since 2016
  • 250 pvc's away from National Achiever for 2022
  • Sharing the value of Chase Private Client with clients that may be eligible
  • Actively managing client's personal/business relationship through an advice-based approach, ensuring each client receives the best products, services for his or her needs
  • Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
  • Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • Experience cultivating relationships with affluent clients

Private Client Banker AVP

JPMorgan Chase
09.2012 - 05.2016
  • Rolled out Chase Private Client in Louisiana market being the 1st of 2 Private Client Bankers in Lakeshore market for 1st year of rollout.
  • Set record D&I numbers during 1st year of CPC rollout thru acquisition of new affluent client relationships and retention of existing affluent client relationships.
  • Drove branch numbers and scorecard to achieve P&L 1 2 of those 4 years
  • Sharing value of Chase Private Client with clients that may be eligible
  • Actively managing their banking relationship through advice-based approach, ensuring each client receives best products, services for his or her needs
  • Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
  • Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
  • Adhering to policies, procedures and regulatory banking requirements

Licensed Relationship Banker

JPMorgan Chase
01.2011 - 09.2012
  • Deliver exceptional customer experience by acting with customer-first attitude
  • Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
  • Exude confidence with clients when sharing product knowledge and solutions
  • Excellent communication skills - in person and over phone - with proven ability to tailor features and benefits of products/services to customers with differing needs
  • Strong desire and ability to influence, educate, and connect customers to technology
  • Possess drive, initiative, and knowledge to provide financial options for customers using consultative approach
  • Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make One Chase products work together
  • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • Professional, thorough, and organized with strong follow-up skills
  • Engage and partner with team members and other lines of business to offer most appropriate products

Personal Banker

JPMorgan Chase
09.2010 - 01.2011
  • Assisting customers and making clients feel appreciated
  • Utilizing expert knowledge in self-service digital platform to communicate options to complete banking needs whenever, wherever and however customer desires
  • Exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels
  • Proactively collaborating with others to help customers
  • Helping build relationships with customers by connecting them with team members who can help them address their financial needs
  • Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements
  • Supporting customer with traditional banking needs and complex service transactions putting customer’s needs at center of everything
  • Providing proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals

Independent Insurance Agent / CIT

American Family Life Assurance Company
01.2008 - 09.2010
  • Maintained high standards of customer service by building relationships with clients.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Sold supplemental insurance products to employees thru B2B prospecting and appointments within assigned territory using consultative selling techniques.
  • Worked independently with minimal supervision.
  • Developed new business relationships and maintained existing through regular communications and effective account management.
  • Built relationships with customers and community to promote long term business growth.
  • Awarded and recognized for most business enrollments by Sales Agent for Q2 and Q3
  • Established new accounts through cold calling and personal visits to potential customers.

Education

Communications

University of Southern Mississippi
Hattiesburg, MS

Business Administration

St Petersburg College
St. Petersburg, FL

Skills

  • Strong communication skills with individuals at all levels, internally and externally
  • Client Relationship Management
  • Ability to build relationships with clients and internal partners
  • Ability to determine and balance priorities on daily basis to achieve business objectives
  • Client Rapport-Building
  • B2B Sales
  • Account Management
  • Superior Organizational Skills
  • Developing Contacts
  • Proposal Preparation
  • Customer Needs Assessments
  • Customer Acquisition
  • Sales Support

Affiliations

Knights of Columbus

Sigma Alpha Epsilon Alumni Association

Certification

Series 6

Life & Health Insurance License

Florida Notary Public

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Success is not final; Failure is not fatal; It is the courage to continue that counts.
Winston S. Churchill

Timeline

Private Client Banker AVP SBS

JPMorgan Chase
05.2016 - Current

Private Client Banker AVP

JPMorgan Chase
09.2012 - 05.2016

Licensed Relationship Banker

JPMorgan Chase
01.2011 - 09.2012

Personal Banker

JPMorgan Chase
09.2010 - 01.2011

Independent Insurance Agent / CIT

American Family Life Assurance Company
01.2008 - 09.2010

Communications

University of Southern Mississippi

Business Administration

St Petersburg College

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Spencer StablerFinancial Solutions Expert