Vasu Gupta
Austin,TX
Summary
Self-motivated employee offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast-paced environments. Friendly and committed to creating the best client experience through consistent positive attitude. Committed to reaching business and personal goals. Ambitious, always ready to learn more, and grow personally and professionally.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Private Client Banker
JP Morgan Chase
Austin, TX
03.2024 - Current
- Identified opportunities for cross selling additional products and services based on customer needs analysis.
- Developed and implemented tailored wealth management strategies for affluent clients.
- Provided comprehensive financial advice to high net worth clients.
- Promoted financial products with in-branch selling, and targeted outbound calls.
Relationship Banker
JP Morgan Chase
Austin, TX
10.2022 - 02.2024
- Passed Securities Industries Essentials Exam (SIE), the Series 6, and the Series 63 exams
- Advised customers on bank products, services and financial planning options.
- Identified financial needs of customers and presented appropriate product and service options.
Bartender
Main Event
Austin, TX
10.2021 - 07.2022
- Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
- Managed bar area, cocktail design and menu and handled inventory, regulation compliance and customer relationships.
- Talked easily with patrons to build rapport and earn business
Personal Banker
CullenFrost Bankers Inc.
Midland, TX
11.2019 - 08.2020
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Teller
CullenFrost Bankers Inc.
Odessa, TX
06.2019 - 10.2019
- Offered every customer exceptional service levels by remaining friendly and professional during every transactionr
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse
- Delivered prompt, accurate and excellent customer service
Education
Consumer Affairs -
Texas State University
San Marcos, TX12-2025
High School Diploma -
Odessa High School
Odessa, TX05.2018
Skills
- Excellent communication skills
- Self-motivated
- Team player
- Persuasive communication style
- Sales expertise
Certification
- SIE
- Series 6
- Series 63
- Texas Life Insurance
Timeline
Private Client Banker
JP Morgan Chase
03.2024 - Current
Relationship Banker
JP Morgan Chase
10.2022 - 02.2024
Bartender
Main Event
10.2021 - 07.2022
Personal Banker
CullenFrost Bankers Inc.
11.2019 - 08.2020
Teller
CullenFrost Bankers Inc.
06.2019 - 10.2019
Consumer Affairs -
Texas State University
High School Diploma -
Odessa High School
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