Trevor Jones
Summary
A dynamic financial professional with considerable experience in financial services, excelling in high-net-worth client relationship management and transaction lifecycle oversight. Skilled in risk management and process optimization; drove a 50% increase in small business referrals by delivering tailored financial solutions and enhancing operational efficiency through effective team collaboration and customer engagement.
Overview
14
14
years of professional experience
Work History
Relationship Banker & Small Business Specialist
JPMorgan Chase
Lauderdale Lakes, USA
04.2019 - Current
- Act as a liaison between clients and internal teams to support financial event inquiries, ensuring timely communication and resolution of financial transactions
- Manage relationships with high-net-worth clients, collaborating with a team of experts to provide customized financial solutions, business lending guidance, and financial planning strategies
- Ensure accuracy in transaction lifecycle management, collaborating with a team of experts, including compliance and middle-office teams, to mitigate operational risks and enhance service efficiency
- Assist clients with financial events, including financial planning adjustments, ensuring clarity on financial event elections and deadlines while maintaining regulatory compliance
- Drive business growth by educating clients on digital banking solutions, cash management, and financial planning options, resulting in a 50% increase in small business referrals
- Utilize CRM and banking software to track client interactions, monitor financial transactions, and enhance operational accuracy
Office Manager - Services & Client Management
State Farm Bank
Atlanta, USA
07.2013 - 08.2017
- Provided financial product consultation, financial planning, and risk management solutions for small business clients and high-net-worth individuals
- Assisted in processing and reviewing corporate banking transactions, account maintenance, and insurance underwriting, ensuring smooth transaction workflows
- Collaborated with a team of experts to ensure compliance with financial regulations and risk management policies, reducing processing errors and improving service delivery
- Led marketing initiatives to enhance client acquisition, increasing new business by 65% and improving client engagement strategies
Insurance Agent / Team Lead
Bankers Life & Casualty
Duluth, USA
06.2011 - 06.2013
- Conducted client interviews and financial needs assessments to develop tailored financial planning solutions for high-net-worth individuals
- Managed account maintenance and financial transactions, ensuring smooth processing and compliance with industry standards
- Identified cross-selling opportunities, increasing product penetration in annuities by 25% and enhancing client retention strategies
- Trained new associates in client advisory strategies, financial planning, and sales presentations, working alongside a team of experts to improve service delivery and operational efficiency
Education
CORe: Credential of Readiness -
Harvard Business School Online
06-2025
Capital Markets & Securities Analyst (CMSA) Certification -
Corporate Finance Institute
05-2025
Financial Modeling & Valuation Analyst (FMVA) Certification -
Corporate Finance Institute
Prime Brokerage - Services -
Intuition
Prime Brokerage - An Introduction -
Intuition
JP Morgan Investment Banking Job Simulation -
Forage
Harvard Fintech Certificate -
Harvard Business School Online
Bloomberg Markets Certification -
Bloomberg Professional Services
Bachelor of Arts - Business Economics
University of Arizona
Skills
- Financial Events & Asset Servicing
- Transaction Lifecycle Oversight
- Financial Transaction Accuracy
- Middle-Office Operations
- Risk Management
- High-Net-Worth Client Relationship Management
- Banking & Investment Compliance Regulations
- CRM & Financial Software
- Salesforce
- Bloomberg
- SWIFT Messaging
- Process Optimization
- Operational Efficiency
- Calendar Management
Affiliations
FINRA - Securities Industry Essentials (SIE)
FINRA - Series 6
FLDFS - Life, Annuity and Variable Contracts
Timeline
Relationship Banker & Small Business Specialist
JPMorgan Chase
04.2019 - Current
Office Manager - Services & Client Management
State Farm Bank
07.2013 - 08.2017
Insurance Agent / Team Lead
Bankers Life & Casualty
06.2011 - 06.2013
CORe: Credential of Readiness -
Harvard Business School Online
Capital Markets & Securities Analyst (CMSA) Certification -
Corporate Finance Institute
Financial Modeling & Valuation Analyst (FMVA) Certification -
Corporate Finance Institute
Prime Brokerage - Services -
Intuition
Prime Brokerage - An Introduction -
Intuition
JP Morgan Investment Banking Job Simulation -
Forage
Harvard Fintech Certificate -
Harvard Business School Online
Bloomberg Markets Certification -
Bloomberg Professional Services
Bachelor of Arts - Business Economics
University of Arizona
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