Summary
Overview
Work History
Skills
Timeline
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Yami Rangel

Houston,TX

Summary

Experienced banking professional with 8 years in managing ultra-high net worth client relationships. Strong analytical capabilities, a customer-focused approach, and the ability to excel both in collaborative and independent work environments. Driven by a passion for learning, growth, and consistently achieving results in the banking industry.

Overview

8
8
years of professional experience

Work History

Treasury Sales Associate- 2nd Year

JPMorgan
04.2024 - Current
  • Partner with Treasury Management Officers and Commercial Bankers to manage and optimize cash flow for Multinational Corporation clients within the Middle Market Banking and Specialized Industries segment.
  • Focus on mitigating operational, financial, and reputational risks for clients.
  • Engage in all stages of the sales and implementation process, including pre-call and post-call sales activities.
  • Provide pricing recommendations for multinational clients.
  • Consult with clients via zoom and email to understand their business and anticipate treasury needs.
  • Manage treasury sales opportunities and client portfolios for Treasury Management Officers, ensuring accurate and up-to-date data hygiene.
  • Play a pivotal role in ensuring efficient and effective fulfillment of clients' treasury needs, leveraging internal partnerships and maintaining high standards of data accuracy and client consultation.

Onboarding Associate

JPMorgan
09.2022 - 04.2023
  • Led the setup of bank products and services for both new and existing clients in the Commercial Bank.
  • Mentored and onboarded new employees, ensuring smooth team integration and effective training.
  • Managed client relationships and collaborated with the sales team to deliver tailored presentations.
  • Maintained control measures to ensure alignment of policies and procedures with client needs, safeguarding firm interests.
  • Scoped client requests and translated business requirements into detailed technical specifications for treasury services.
  • Utilized Microsoft Office tools to document project details, including scope, agendas and meeting minutes.
  • Employed workflow tools to provide status updates and manage document repositories, enhancing communication and collaboration.
  • Managed timelines and dependencies, consistently exceeding client and internal expectations.
  • Applied creative problem-solving and judgment to resolve challenges in treasury product implementations.
  • Coordinated support and escalated issues as necessary, ensuring successful project outcomes.

Private Client Banker

J.P Morgan Chase
03.2017 - 09.2022
  • Consistently exceeded sales goals, maintaining the highest sales performance within the team and driving revenue growth through strong client relationships and targeted solutions.
  • Onboarded new clients, managed relationships, and referred clients to the Business Relationship Manager when their needs exceeded scope as a Small Business Specialist.
  • Fostered strong relationships with high-net-worth individuals, overseeing the end-to-end servicing of accounts, including account openings, closings, and transaction management.
  • Developed and delivered team communications and prepared materials for weekly meetings, ensuring effective collaboration and information sharing.
  • Built lasting relationships with clients and financial advisors through positive advocacy, monitoring financial situations, and identifying new sales opportunities, consistently achieving high client satisfaction.
  • Cultivated relationships with prospective clients through cold-calling, emails, meetings, and follow-ups to onboard clients and address their future financial needs.
  • Acted as a liaison by coordinating with relevant partners and delegating tasks to ensure the timely and accurate completion of client needs and opportunities.
  • Proficient in project management and Microsoft Office Suite, streamlining processes and enhancing productivity.

Skills

  • Project Management
  • Client Relationship Management
  • Training and Mentoring
  • Cold Calling & Lead Generation

Timeline

Treasury Sales Associate- 2nd Year

JPMorgan
04.2024 - Current

Onboarding Associate

JPMorgan
09.2022 - 04.2023

Private Client Banker

J.P Morgan Chase
03.2017 - 09.2022

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Yami Rangel