private client bankerofficer robert smith phone 123 456 78 99 email infoqwikresumecom website wwwqwikresumecom linkedin linkedincomqwikresume address 1737 marshville road alabama objective experienced financial operations professional extensive communication skills 8 years banking investments financial services consistent leader performance management skills sales banking investments mutual funds fixed annuities work experience private client bankerofficer jp morgan chase may 20152020 responsible 10 million usd portfolio investments deposit balances appointmented axa nationwide transamerica john hancock extensived industry knowledge checking amp savings accounts home mortgages investment banking credit origination servicing reporting clients account analysis using various reporting tools licensed sell mutual funds variable fixed annuities builded maintained strong relationships new existing clients adhered banking finra regulations provided excellent customer experience private client banker delta corporation20142015 responsible developing managing relationships high networth clients retail private banks services solutions previously spearheaded growth deposits investments newbuild branches flower mound tampa fl qualified 2012 national sales conference national achiever award series 6 63 licensed work exclusively high net worth clients small business specialist responsible handling book 150 versed chase private client proven work high networth clients assets experience establishing maintaining long lasting hired 1st private client banker beverly hills open market chase private client companywide initiative offering wealth management manage banking relationships advicebased approach ensuring clients get best products services needs education bachelors arts 2003the ohio state university columbus oh free resume template copyright qwikresumecom usage guidelines