William Bassett
Omaha,NE
Summary
Seasoned Private Client Banker with a background in managing high-net-worth clients and providing tailored financial solutions. Bring to the table strengths in client relationship management, portfolio oversight, and wealth preservation strategies. Influenced previous work environments by improving client retention rates and fostering strong relationships through exceptional service.
Overview
12
12
years of professional experience
Work History
Private Client Banker
JPMorgan Chase
Omaha, Nebraska
08.2023 - Current
- Serve as a trusted advisor for clients with $150k+ in deposits and investments with the firm.
- Manage a book of business of 300+ high net worth households, totaling over 50MM in deposits and investments balances
- Managed client relationships to provide tailored banking solutions.
- Conducted financial assessments to identify opportunities in cash flow management, credit optimization, and long-term financial planning.
- Partner with Wealth Advisor, Mortgage Bankers, and Business Managers to deliver holistic financial planning and meet client goals.
Relationship Banker | Small Business Specialist
JPMorgan Chase
Omaha, Nebraska
02.2022 - 08.2023
- Built strong client relationships to understand financial needs and act as liaison to suite of products and services.
- Discover client needs and connect with branch partners.
- Provided tailored banking solutions for personal and business clients.
Licensed Branch Manager
Cobalt Credit Union
03.2021 - 02.2022
- Drive sales through service
- Underwrite auto loans, personal loans, credit cards, and LOC applications in the branch—with an unsecured approval limit of 30k
- Train employees on proper lending techniques & growing within their role
- Track networking, sales leads, and loan volume | Exceed branch loan goal by over 50% (Average 100k per month)
- Solve complex problems that members or employees are experiencing, in a timely manner
- Uncover member needs and then strategize which products/services best suite their needs
Assistant Branch Manager
Cobalt Credit Union
06.2019 - 02.2021
Universal Banker
Cobalt Credit Union
06.2018 - 05.2019
Personal Banker
Cobalt Credit Union
10.2017 - 05.2018
Business Development Rep.
Pocket Points Inc.
01.2014 - 01.2017
- Maintain tracking/reports of daily tasks
- Generate & maintain periodic status reports
- Actively engage with peers at & surrounding The University of Nebraska at Omaha
- Create awareness of Pocket Points Inc. in the Greater Omaha area by organizing interactive booths & giving speeches to classes
Education
Bachelor's Degree - Business Administration and Management, General
Bellevue University
Series 7 -
Finra
Series 63 -
NASAA
Nebraska Producer’s Life & Annuities Insurance -
Nebraska’s Insurance Department
Sales Growth Certificate -
Cornell University
Skills
- Needs-based financial advising
- High-net-worth relationship management
- Business development and community engagement
- Portfolio growth and retention strategies
- Compliance and risk management in regulated environments
- Business proposals
Accomplishments
- Top producing Relationship Banker in region (11 states)
- Highest branch Deposit & Investment balances in IA & NE market for the past 3.5 years
- President's Club Award Winner, 2018, Highest overall product/services sales in the Credit Union for entire year
- Cobalt Credit Union Young Professionals: Vice Chair and Treasurer (2021), Board Chair (2022)
- Maple Ridge Independent Living, 2021, Successfully launched and operated new mini branch, to assist the residents of the complex
- Quarterly Best in Branch Team Awards, 5, Highest overall product/services sales per quarter
Timeline
Private Client Banker
JPMorgan Chase
08.2023 - Current
Relationship Banker | Small Business Specialist
JPMorgan Chase
02.2022 - 08.2023
Licensed Branch Manager
Cobalt Credit Union
03.2021 - 02.2022
Assistant Branch Manager
Cobalt Credit Union
06.2019 - 02.2021
Universal Banker
Cobalt Credit Union
06.2018 - 05.2019
Personal Banker
Cobalt Credit Union
10.2017 - 05.2018
Business Development Rep.
Pocket Points Inc.
01.2014 - 01.2017
Bachelor's Degree - Business Administration and Management, General
Bellevue University
Series 7 -
Finra
Series 63 -
NASAA
Nebraska Producer’s Life & Annuities Insurance -
Nebraska’s Insurance Department
Sales Growth Certificate -
Cornell University
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