ZACH DUBIN
Business Banker
Los Angeles,CA
Summary
Top performing Business Banker with extensive experience in outside sales and relationship management-based sales roles. Consistently recognized for exceeding organizational goals and client expectations while maintaining high standard of ethics. Expert at sourcing new business, cultivating trusting relationships with clients and centers of influence, and effectively communicating the value of solutions available.
Overview
10
10
years of professional experience
Work History
Business Banker
Bank Of America
1 2019 - Current
- Acquire, manage, and grow a portfolio of business clients with annual revenue of $1 - $100 million
- Built extensive external and internal center of influence group to drive new relationships and credit deals.
- Led team and region (70+ Bankers) in overall production for 2023, 2022, and 2021.
Financial Advisor
J.P. Morgan Chase
09.2017 - 03.2019
- Conducted investment reviews to determine or validate current investment objectives and prepare recommendations of appropriate solutions
- Developed extensive network of external referral partners with focus on CPAs, Real Estate Agents,
- Octors, and entrepreneurs
- Increased YoY Sales by 75% for the branch
Private Client Banker
J.P. Morgan Chase
04.2014 - 09.2017
- Cultivated and manage full-service banking relationship with high net-worth clients and CEO's providing financial solutions to meet client needs
- Led Greater Los Angeles (100+ Bankers) in lending, investments, deposit growth for 2017, 2016, and 2015.
Education
Series 7, 6, 66 -
FINRA
Bachelor of Science - Finance
California University Long Beach
Long Beach, CA 05.2001 -
Skills
- 2023 Pinnacle Award
- #1 on team and region and top 1% in country for total production
- 2022 Pinnacle Award
- #1 on team and region and top 1% in country for total production
- 2021 Pinnacle Award
- #1 on team and region and top 1% in country for total production
- 2017 President's Club
- #1 in Greater Los Angeles and #4 in country for total production
- 2016 President's Club
- #1 in Greater Los Angeles and #7 in country for total Production
- 2015 President's Club
- #1 in Greater Los Angeles and #13 in country for total production
Timeline
Financial Advisor
J.P. Morgan Chase
09.2017 - 03.2019
Private Client Banker
J.P. Morgan Chase
04.2014 - 09.2017
Bachelor of Science - Finance
California University Long Beach
05.2001 -
Business Banker
Bank Of America
1 2019 - Current
Series 7, 6, 66 -
FINRA
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