Summary
Overview
Work History
Education
Skills
Professional Licenses
Timeline
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Vidhi Amin

Barboursville,VA

Summary

Highly motivated banking professional with over 5 years of cross-selling financial products experience. Recognized as top performer in 2022 for outstanding results. Proven track record managing relationships with high-net-worth individuals and delivering personalized financial solutions. Highly skilled in regulatory compliance, risk management, and portfolio optimization.

Overview

7
7
years of professional experience

Work History

Private Client Banker

JPMorgan Chase Bank
04.2024 - Current
  • Actively managing client’s banking relationship through an advice-based approach, ensuring each client receives the best products and services for their financial needs
  • Working one-on-one with clients to create comprehensive and personalized financial strategies to help them achieve their goals
  • Educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments and bank accounts
  • Engaging customer through proactive, outbound calling for both services and relationship deepening opportunity
  • Managing a portfolio of high-net-worth clients, providing personalized financial services and wealth management advice
  • Collaborate with financial advisors and wealth management team to deliver comprehensive financial plans, including tax optimization and estate management
  • Proactively monitoring market trends and provide client strategic recommendations.

Assistant Branch Manager

Santander Bank
11.2022 - 11.2023
  • Supported the Branch Manager in overseeing daily operations, managing staff performance, and achieving branch sales targets
  • Analyzed branch performance reports, identifying trends, area of improvement, and implementing corrective measure to enhance profitability
  • Conducted regular performance reviews and training sessions to ensure the development of staff and the delivery of superior customer service
  • Assisted in planning and executing sales campaigns and marketing strategies to increase product awareness and customer engagement
  • Managed compliance audits and internal controls to ensure adherence to regulatory standards
  • Acted as the interim Branch Manager during the manager’s absence, maintaining seamless operations and business continuity
  • Resolved complex customer complaints and escalations, ensuring positive outcomes and maintaining high level of customer satisfaction.

Relationship Banker

Santander Bank
11.2020 - 11.2022
  • Provided financial advice and assistance to customers on a range of products, including loans, credit cards, savings accounts, and investment opportunities
  • Conducted account reviews to identify opportunities for customers to enhance their financial health and increase product utilization
  • Met and exceeded sales targets by cross-selling bank products and referring clients to specialized banking services which includes mortgage, business banking
  • Built strong relationships with clients by providing exceptional service and personalized financial solutions
  • Ensured strict compliance with banking regulations, anti-money laundering policies, and Know Your Customer guidelines
  • Resolved client concerns, including fraud detection and account discrepancies, to maintain trust and satisfaction
  • Helped to develop to new customer relationships and expanded existing relationship by identifying opportunities.

Teller II

Santander Bank
02.2018 - 11.2020
  • Processed customer transactions, including deposits, withdrawals, payments, and transfers, with high attention to detail and accuracy
  • Responded to client inquiries while identifying critical transactional issues
  • Balanced cash drawer every day and made sure supporting documentation was in line with cash receipts and client transactions
  • Maintained appropriate cash limits, cashed checks, established deposits and issued cashier's checks, cash orders, traveler's checks, money advances and fund transfers
  • Promoted bank's services to local businesses through phone calls or in-person
  • Held responsible for cash drawer with a limit of $20,000 along with a Vault of $350,000
  • Performed routine office task such as filing, copying, typing and faxing.

Education

Bachelor’s in business administration -

Gujarat Law Society
India
05.2016

Skills

  • Wealth Management
  • Financial needs assessment & Advisory
  • Risk Management & Regulatory Compliance
  • Compliance knowledge
  • Relationship building and management
  • Financial processes understanding

Professional Licenses

  • SIE
  • Series 6
  • Series 63
  • VA Life and Annuities Insurance
  • NMLS: 2599973

Timeline

Private Client Banker

JPMorgan Chase Bank
04.2024 - Current

Assistant Branch Manager

Santander Bank
11.2022 - 11.2023

Relationship Banker

Santander Bank
11.2020 - 11.2022

Teller II

Santander Bank
02.2018 - 11.2020

Bachelor’s in business administration -

Gujarat Law Society

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Vidhi Amin