Kevin
Coon Rapids
Summary
Proven track record in relationship management and financial planning, demonstrated through successful client retention at JPMorgan Chase Bank. Excelled in sales, achieving high customer satisfaction by offering personalized banking solutions. Skilled in customer service and adept at leveraging financial products to meet client needs, enhancing business growth.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
JPMorgan Chase Bank
12.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Relationship Banker
JPMorgan Chase Bank
11.2022 - 12.2023
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Program Analyst
Wells Fargo
12.2021 - 09.2022
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Coordinated with other departments to resolve customer inquiries efficiently, ensuring seamless communication throughout the organization.
Associate Banker
JPMorgan Chase Bank
04.2021 - 10.2021
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
Personal Banker
Wells Fargo
12.2018 - 04.2021
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
No Degree - Economics
University of Minnesota
Minneapolis, Minnesota 05-2026
High School Diploma -
St. Anthony Village High School
Saint Anthony, Minnesota05-2016
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Financial planning
Certification
- Series 66
- Series 63
- Securities Industry Essentials
- Life Insurance
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker
JPMorgan Chase Bank
12.2023 - Current
Relationship Banker
JPMorgan Chase Bank
11.2022 - 12.2023
Program Analyst
Wells Fargo
12.2021 - 09.2022
Associate Banker
JPMorgan Chase Bank
04.2021 - 10.2021
Personal Banker
Wells Fargo
12.2018 - 04.2021
No Degree - Economics
University of Minnesota
High School Diploma -
St. Anthony Village High School
Similar Profiles
CHARLES P. CHUCK GARCIACHARLES P. CHUCK GARCIA
Senior Vice President / Southwest Middle Market Sales Manager at JPMorgan Chase Bank, JPMorgan ChaseSenior Vice President / Southwest Middle Market Sales Manager at JPMorgan Chase Bank, JPMorgan Chase
Emily PfisterEmily Pfister
Relationship Banker - SB at JPMorgan Chase Bank - Private ClientRelationship Banker - SB at JPMorgan Chase Bank - Private Client
Dee' WilliamsDee' Williams
Quality Specialist Lll at JPMorgan Chase Bank N.AQuality Specialist Lll at JPMorgan Chase Bank N.A