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
Houston, TX
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
Chicago, IL
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
Chicago, IL
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